Creating a document management system with CiviCRM and Drupal

Sarah Gladstone

Learn how to create a two-way connections beween various Drupal nodes and CiviCRM contacts.  The examples we will explore will be connecting each organic group to a CRM contact, and vice versa. Another example will be a report filling system where each report filed is associated with a CRM organization contact.   

In each example, you can see the related nodes (ie reports or organic groups) when viewing the contact record in the CRM back-office.  You can also see a link to the contact record when viewing the report or organic group. 

Real code is examined from a real life project where a large non-profit needed a report system that made it easy to find the reports for each organization from their CRM back-office, and also find the contact details for an organization when viewing the report. 


Session Date and Time: 
Thursday, April 24, 2014 -
14:15 to 15:15
Session type: 
Kinzie West