Drupal for contact management?

Monday, June 9th, 2008

This is simply a wish list of functions I’d like to see in a Drupal contact management module. I may well be turning at least some of these into code if I don’t find someone else has already done it - in either case I’ll write a new post and link back here. Comments are very welcome.

  • The ability to manage contacts who aren’t system users (as well as ones that are). Contacts might have only a phone number or snail mail address initially.
  • Flexibility in adding custom fields. I anticipate the answer to this will be to use CCK.
  • Fexibility in querying. Is there a way to generate views dynamically? I haven’t yet investigated. An interactive query builder would be ideal.
  • Ability to raise an action (such as “cold call”) against a set of contacts and record progress.
  • Per-contact action log.
  • Flexible status indication with colour-coding.

(Yes, I do know about CiviCRM, and I don’t like it. It is so hard to customise it might as well be closed-source proprietary software, in my experience.)