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<!DOCTYPE html>
<html lang="en">
<head>
<meta charset="UTF-8">
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<meta name="description" content="Official documentation for the GR8 CRM Contact Management Plugin">
<meta name="keywords" content="groovy, grails, crm, gr8crm, documentation">
<meta name="author" content="Göran Ehrsson">
<title>GR8 CRM - Contact Management Plugin</title>
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<body class="article">
<div id="header">
<h1>GR8 CRM - Contact Management Plugin</h1>
<div class="details">
<span id="author" class="author">Göran Ehrsson</span><br>
<span id="email" class="email"><a href="mailto:goran@technipelago.se">goran@technipelago.se</a></span><br>
<span id="revnumber">version 2.4.0-SNAPSHOT</span>
</div>
<div id="toc" class="toc">
<div id="toctitle">Table of Contents</div>
<ul class="sectlevel1">
<li><a href="#crm-introduction">1. Introduction</a>
<ul class="sectlevel2">
<li><a href="#crm-customer-relationship-management">1.1. Customer Relationship Management</a></li>
</ul>
</li>
<li><a href="#crm-contact-management-plugin">2. Contact Management Plugin</a></li>
<li><a href="#crm-domain-model">3. Domain Model</a>
<ul class="sectlevel2">
<li><a href="#crm-crmcontact">3.1. CrmContact</a></li>
<li><a href="#crm-crmcontactrelation">3.2. CrmContactRelation</a></li>
</ul>
</li>
<li><a href="#crm-crmcontactservice">4. CrmContactService</a></li>
<li><a href="#crm-code-samples">5. Code Samples</a>
<ul class="sectlevel2">
<li><a href="#crm-create-a-company">5.1. Create a company</a></li>
<li><a href="#crm-create-a-person">5.2. Create a person</a></li>
<li><a href="#crm-relations">5.3. Relations</a></li>
<li><a href="#crm-search-contacts">5.4. Search Contacts</a></li>
</ul>
</li>
<li><a href="#crm-changes">6. Changes</a></li>
<li><a href="#crm-license">7. License</a></li>
<li><a href="#crm-source-code">8. Source Code</a></li>
<li><a href="#crm-contributing">9. Contributing</a></li>
</ul>
</div>
</div>
<div id="content">
<div class="sect1">
<h2 id="crm-introduction">1. Introduction</h2>
<div class="sectionbody">
<div class="paragraph">
<p>GR8 CRM is a set of <a href="http://www.grails.org/">Grails Web Application Framework</a>
plugins that makes it easy to develop web applications with CRM functionality.</p>
</div>
<div class="paragraph">
<p>You can find more information about GR8 CRM on the main documentation site <a href="http://gr8crm.github.io" class="bare">http://gr8crm.github.io</a>.</p>
</div>
<div class="sect2">
<h3 id="crm-customer-relationship-management">1.1. Customer Relationship Management</h3>
<div class="paragraph">
<p>Customer relationship management (CRM) is a system for managing a company’s interactions with current and future customers.
It involves using technology to organize, automate and synchronize sales, marketing, customer service, and technical support.
<a href="http://en.wikipedia.org/wiki/Customer_relationship_management">Wikipedia</a></p>
</div>
<div class="paragraph">
<p>The GR8 CRM "Ecosystem" currently contains over 40 Grails plugins. For a complete list of plugins see <a href="http://gr8crm.github.io" class="bare">http://gr8crm.github.io</a>.</p>
</div>
<div class="paragraph">
<p>Each GR8 CRM plugin defines a <a href="http://martinfowler.com/bliki/BoundedContext.html">Bounded Context</a>
that focus on one specific domain, for example <strong>contact</strong>, <strong>project</strong> or <strong>document</strong>.</p>
</div>
</div>
</div>
</div>
<div class="sect1">
<h2 id="crm-contact-management-plugin">2. Contact Management Plugin</h2>
<div class="sectionbody">
<div class="paragraph">
<p>The crm-contact plugin is the most frequently used plugin in GR8 CRM applications.
CRM is about managing customers and customer interactions. This plugin provides storage and services for managing
companies, people and relationships between them. You can use it as a simple address book or as the base of a complex
customer relationship management system. The plugin is generic but flexible, it has proven support for many different use-cases.</p>
</div>
<div class="paragraph">
<p>Note that this plugin does not contain any user interface components. This plugin contains domain classes and services only.
The plugin <a href="http://gr8crm.github.io/plugins/crm-contact-ui/">crm-contact-ui</a> provides a Twitter Bootstrap based user interface
for managing contacts and relations. crm-contact-ui depends on crm-contact so you only need to include crm-contact-ui
in your BuildConfig.groovy if you want end-user contact management features.</p>
</div>
</div>
</div>
<div class="sect1">
<h2 id="crm-domain-model">3. Domain Model</h2>
<div class="sectionbody">
<div class="imageblock">
<div class="content">
<img src="./images/domain-model.png" alt="Contact Management Domain Model">
</div>
</div>
<div class="sect2">
<h3 id="crm-crmcontact">3.1. CrmContact</h3>
<div class="paragraph">
<p>This is the main domain class that store contacts. It stored companies and individuals in the same domain class.
A person uses firstName and lastName properties but companies uses only the name property.</p>
</div>
<table class="tableblock frame-all grid-all spread">
<colgroup>
<col style="width: 33%;">
<col style="width: 33%;">
<col style="width: 33%;">
</colgroup>
<thead>
<tr>
<th class="tableblock halign-left valign-top">Property</th>
<th class="tableblock halign-left valign-top">Type</th>
<th class="tableblock halign-left valign-top">Description</th>
</tr>
</thead>
<tbody>
<tr>
<td class="tableblock halign-left valign-top"><p class="tableblock">firstName</p></td>
<td class="tableblock halign-left valign-top"><p class="tableblock">String</p></td>
<td class="tableblock halign-left valign-top"><p class="tableblock">Given name(s) for person, null for company.</p></td>
</tr>
<tr>
<td class="tableblock halign-left valign-top"><p class="tableblock">lastName</p></td>
<td class="tableblock halign-left valign-top"><p class="tableblock">String</p></td>
<td class="tableblock halign-left valign-top"><p class="tableblock">Family name for person, null for company.</p></td>
</tr>
<tr>
<td class="tableblock halign-left valign-top"><p class="tableblock">name</p></td>
<td class="tableblock halign-left valign-top"><p class="tableblock">String</p></td>
<td class="tableblock halign-left valign-top"><p class="tableblock">firstName + lastName (set in beforeValidate) for individuals and complete name for company</p></td>
</tr>
<tr>
<td class="tableblock halign-left valign-top"><p class="tableblock">number</p></td>
<td class="tableblock halign-left valign-top"><p class="tableblock">String</p></td>
<td class="tableblock halign-left valign-top"><p class="tableblock">Customer number</p></td>
</tr>
<tr>
<td class="tableblock halign-left valign-top"><p class="tableblock">number2</p></td>
<td class="tableblock halign-left valign-top"><p class="tableblock">String</p></td>
<td class="tableblock halign-left valign-top"><p class="tableblock">Extra customer number</p></td>
</tr>
<tr>
<td class="tableblock halign-left valign-top"><p class="tableblock">ssn</p></td>
<td class="tableblock halign-left valign-top"><p class="tableblock">String</p></td>
<td class="tableblock halign-left valign-top"><p class="tableblock">Social Security Number (personnr/orgnr in Sweden)</p></td>
</tr>
<tr>
<td class="tableblock halign-left valign-top"><p class="tableblock">duns</p></td>
<td class="tableblock halign-left valign-top"><p class="tableblock">String</p></td>
<td class="tableblock halign-left valign-top"><p class="tableblock">D&B D-U-N-S™ identification number.</p></td>
</tr>
<tr>
<td class="tableblock halign-left valign-top"><p class="tableblock">description</p></td>
<td class="tableblock halign-left valign-top"><p class="tableblock">String</p></td>
<td class="tableblock halign-left valign-top"><p class="tableblock">Description or short notes about the contact</p></td>
</tr>
<tr>
<td class="tableblock halign-left valign-top"><p class="tableblock">title</p></td>
<td class="tableblock halign-left valign-top"><p class="tableblock">String</p></td>
<td class="tableblock halign-left valign-top"><p class="tableblock">Business title</p></td>
</tr>
<tr>
<td class="tableblock halign-left valign-top"><p class="tableblock">email</p></td>
<td class="tableblock halign-left valign-top"><p class="tableblock">String</p></td>
<td class="tableblock halign-left valign-top"><p class="tableblock">Main email address</p></td>
</tr>
<tr>
<td class="tableblock halign-left valign-top"><p class="tableblock">telephone</p></td>
<td class="tableblock halign-left valign-top"><p class="tableblock">String</p></td>
<td class="tableblock halign-left valign-top"><p class="tableblock">Main telephone number</p></td>
</tr>
<tr>
<td class="tableblock halign-left valign-top"><p class="tableblock">mobile</p></td>
<td class="tableblock halign-left valign-top"><p class="tableblock">String</p></td>
<td class="tableblock halign-left valign-top"><p class="tableblock">Cellular phone number</p></td>
</tr>
<tr>
<td class="tableblock halign-left valign-top"><p class="tableblock">fax</p></td>
<td class="tableblock halign-left valign-top"><p class="tableblock">String</p></td>
<td class="tableblock halign-left valign-top"><p class="tableblock">Fax number</p></td>
</tr>
<tr>
<td class="tableblock halign-left valign-top"><p class="tableblock">url</p></td>
<td class="tableblock halign-left valign-top"><p class="tableblock">String</p></td>
<td class="tableblock halign-left valign-top"><p class="tableblock">The contact’s web site</p></td>
</tr>
</tbody>
</table>
</div>
<div class="sect2">
<h3 id="crm-crmcontactrelation">3.2. CrmContactRelation</h3>
<div class="paragraph">
<p>This domain class links two contacts together. An example would be to link an employee to it’s employer.
The type of relation is specified by the type property that references a CrmContactRelationType.</p>
</div>
</div>
</div>
</div>
<div class="sect1">
<h2 id="crm-crmcontactservice">4. CrmContactService</h2>
<div class="sectionbody">
<div class="paragraph">
<p>CrmContact getContact(Long id)</p>
</div>
<div class="paragraph">
<p>Find a contact based on primary key.</p>
</div>
<div class="paragraph">
<p>CrmContact findByNumber(String number)</p>
</div>
<div class="paragraph">
<p>Find a contact based on customer number.</p>
</div>
<div class="paragraph">
<p>CrmContact findByName(String name)</p>
</div>
<div class="paragraph">
<p>Find a contact based on name.</p>
</div>
<div class="paragraph">
<p>PagedResultList<CrmContact> list(Map query, Map params)</p>
</div>
<div class="paragraph">
<p>List contacts using query by example parameters.</p>
</div>
<div class="paragraph">
<p>CrmContact createCompany(Map<String, Object> params, boolean save = false)</p>
</div>
<div class="paragraph">
<p>Create a new company.</p>
</div>
<div class="paragraph">
<p>CrmContact createPerson(Map<String, Object> params, boolean save = false)</p>
</div>
<div class="paragraph">
<p>Create a new person.</p>
</div>
<div class="paragraph">
<p>String deleteContact(CrmContact crmContact)</p>
</div>
<div class="paragraph">
<p>Delete an existing contact.</p>
</div>
</div>
</div>
<div class="sect1">
<h2 id="crm-code-samples">5. Code Samples</h2>
<div class="sectionbody">
<div class="sect2">
<h3 id="crm-create-a-company">5.1. Create a company</h3>
<div class="paragraph">
<p>To create a new company and store it in the database you use crmContactService.createCompany(Map, boolean)</p>
</div>
<div class="listingblock">
<div class="title">CreateCompanyExample.groovy</div>
<div class="content">
<pre class="prettyprint highlight"><code class="language-groovy" data-lang="groovy">def technipelago = crmContactService.createCompany(name: "Technipelago AB", email: "info@technipelago.se",
url: "www.technipelago.se", address: [postalCode: "13973", city: "Djurhamn", country: "Sweden"], true)</code></pre>
</div>
</div>
<div class="paragraph">
<p>The last parameter is true, this means that the company should be persisted (saved) to the database.
If the last parameter is false or omitted all properties will be set from the specified Map but the company
will not be persisted. You can later call save() on the instance if you need to perform extra steps before persisting.</p>
</div>
</div>
<div class="sect2">
<h3 id="crm-create-a-person">5.2. Create a person</h3>
<div class="paragraph">
<p>To create a new person and store it in the database you use crmContactService.createPerson(Map, boolean)</p>
</div>
<div class="listingblock">
<div class="title">CreatePersonExample.groovy</div>
<div class="content">
<pre class="prettyprint highlight"><code class="language-groovy" data-lang="groovy">def goran = crmContactService.createPerson(firstName: "Göran", lastName: "Ehrsson",
email: "goran@technipelago.se", title: "Developer", true)</code></pre>
</div>
</div>
<div class="paragraph">
<p>The last parameter is true, this means that the person should be persisted (saved) to the database.
If the last parameter is false or omitted all properties will be set from the specified Map but the person
will not be persisted. You can later call save() on the instance if you need to perform extra steps before persisting.</p>
</div>
</div>
<div class="sect2">
<h3 id="crm-relations">5.3. Relations</h3>
<div class="paragraph">
<p>Relations are used to connect contacts together. To connect an employee with it’s employer you create a CrmContactRelation
between them. The domain class CrmContactRelation has a property called primary that specifies what relation is the primary
relation for that contact. A contact can have many relations but only one primary relation. A good example is the
employee←→employer relation, were the relation from the person to it’s employer (company) has the primary property set to true.
This affects things like address management and display of contact information.</p>
</div>
<div class="listingblock">
<div class="title">CreateRelationExample.groovy</div>
<div class="content">
<pre class="prettyprint highlight"><code class="language-groovy" data-lang="groovy">def relation = crmContactService.addRelation(goran, technipelago, 'employer', true)</code></pre>
</div>
</div>
</div>
<div class="sect2">
<h3 id="crm-search-contacts">5.4. Search Contacts</h3>
<div class="paragraph">
<p>To query the database for contact you can use crmContactService.list(Map, Map). This first parameter accepts
a map of query values. The second parameter is a map with pagination parameters (offset, max, sort, order).</p>
</div>
<div class="listingblock">
<div class="title">SearchContactsExample.groovy</div>
<div class="content">
<pre class="prettyprint highlight"><code class="language-groovy" data-lang="groovy">def result
result = crmContactService.list([name: "Göran"], [:]) <i class="conum" data-value="1"></i><b>(1)</b>
println result
[Göran Ehrsson]
result = crmContactService.list([name: "Tech"], [:]) <i class="conum" data-value="2"></i><b>(2)</b>
println result
[Technipelago AB]
result = crmContactService.list([person: true, related: "Tech"], [:]) <i class="conum" data-value="3"></i><b>(3)</b>
println result
[Göran Ehrsson]</code></pre>
</div>
</div>
<div class="colist arabic">
<table>
<tr>
<td><i class="conum" data-value="1"></i><b>1</b></td>
<td>Find contacts who’s name begins with "Göran"</td>
</tr>
<tr>
<td><i class="conum" data-value="2"></i><b>2</b></td>
<td>Find contacts who’s name begins with "Tech"</td>
</tr>
<tr>
<td><i class="conum" data-value="3"></i><b>3</b></td>
<td>Find contacts of type person that have a relation to a contact who’s name begins with "Tech"</td>
</tr>
</table>
</div>
</div>
</div>
</div>
<div class="sect1">
<h2 id="crm-changes">6. Changes</h2>
<div class="sectionbody">
<div class="dlist">
<dl>
<dt class="hdlist1">2.4.0</dt>
<dd>
<p>First version compatible with Grails 2.4.4.</p>
</dd>
<dt class="hdlist1">2.0.2</dt>
<dd>
<p>Changes due to CrmContactInformation interface changes in plugin <a href="/plugins/crm-core/index.html#crm-changes">crm-core</a> version 2.0.1.<br>
New method Long CrmContact#getCompanyId().</p>
</dd>
<dt class="hdlist1">2.0.1</dt>
<dd>
<p>Fixed bug in CrmContactService#list(Map, Map) where query on related returned ID:s for the related contact, it should return self side only.<br>
Added support for passing key related to CrmContactService#createPerson(Map, boolean) to automatically create a relation to another contact.</p>
</dd>
<dt class="hdlist1">2.0.0</dt>
<dd>
<p>First public release</p>
</dd>
</dl>
</div>
</div>
</div>
<div class="sect1">
<h2 id="crm-license">7. License</h2>
<div class="sectionbody">
<div class="paragraph">
<p>This plugin is licensed with <a href="http://www.apache.org/licenses/LICENSE-2.0.html">Apache License version 2.0</a></p>
</div>
</div>
</div>
<div class="sect1">
<h2 id="crm-source-code">8. Source Code</h2>
<div class="sectionbody">
<div class="paragraph">
<p>The source code for this plugin is available at <a href="https://github.com/goeh/grails-crm-contact" class="bare">https://github.com/goeh/grails-crm-contact</a></p>
</div>
</div>
</div>
<div class="sect1">
<h2 id="crm-contributing">9. Contributing</h2>
<div class="sectionbody">
<div class="paragraph">
<p>Please report <a href="https://github.com/goeh/grails-crm-contact/issues">issues or suggestions</a>.</p>
</div>
<div class="paragraph">
<p>Want to improve the plugin: Fork the <a href="https://github.com/goeh/grails-crm-contact">repository</a> and send a pull request.</p>
</div>
</div>
</div>
</div>
<div id="footer">
<div id="footer-text">
Version 2.4.0-SNAPSHOT<br>
Last updated 2015-03-09 22:57:10 CET
</div>
</div>
</body>
</html>