Show Notes
In episode 548 we welcome back JD Leonard to discuss what CRMs are, what problems they solve, and which organizations benefit from them. JD explains why Drupal CRM defines CRM as "Contact Relationship Management," outlines core expectations like contact and relationship tracking and integrations, and describes Drupal CRM's Drupal-native architecture using dedicated, fieldable entity types for contacts, relationships, and contact methods. The panel compares Drupal CRM to older Drupal CRM efforts and user-based approaches, covers security considerations for PII and plans for field encryption, and highlights ecosystem projects such as CRM Email, CRM Membership (including Drupal Commerce integration), and event registration needs. For show notes visit: https://www.talkingDrupal.com/548 Topics Module of the Week: Module of the Week: Social Media Links Block and Fields Use Cases and Discussion How to Suggest Modules What Is a CRM CRM Hats and Naming Core CRM Features and Users Why Drupal CRM Exists Drupal CRM Architecture Deep Dive Demos and Legacy Alternatives Project Origins and Community Out of the Box Features Security and PII Considerations Field Encryption Limits Core First Drupal Native Search Deprecation Drupal 12 Choosing Contrib Integrations Ecosystem Modules Upstream Getting Started Evaluating CRM Options Common CRM Pitfalls Community Sustainability Vision Funding Volunteers Sponsors Roadmap Toward 1.0 Ecosystem Membership Events Resources Try the latest - https://drupal.org/project/crm Field encrypt - https://www.drupal.org/project/crm/issues/3558040 Primary entity reference - https://www.drupal.org/project/primary_entity_reference Member Platform initiative - https://www.drupal.org/project/member Financial sponsor of Steve Ayers' time working on Drupal CRM - https://www.govwebworks.com https://www.portlandwebworks.com CRM ecosystem modules - https://www.drupal.org/project/crm/ecosystem Drupal Slack #crm channel: - https://drupal.slack.com/archives/C08N90UF9TR Guests JD Leonard - modernbizconsulting.com jdleonard Hosts Nic Laflin - nLighteneddevelopment.com nicxvan John Picozzi - epam.com johnpicozzi Martin Anderson-Clutz - mandclu.com mandclu Module of the Week with Martin Anderson-Clutz Social Media Links Block and Field The modules provides a configurable block that display links (icons) to your profiles on various popular networking sites. With this module, a website can be quickly extended with a "Follow us" functionality. Or you make the block available for your site editors, and they can configure the social networks themselves.
More from Talking Drupal
Today we are talking about Drupal Advocacy, Non-Code Contribution, and the future with guest Tiffany Farriss. We'll also cover Better Social Sharing Buttons as our module of the week. For show notes visit: https://www.talkingDrupal.com/575 Topics Tiffany New DA Role Sustaining Drupal Next 25 Time Box And Priorities Three Bucket Strategy Fixing DA Finances Transparency And Trust Trust Through Transparency What Advocacy Solves Why Reputation Lags From Scattered To Focused Beyond The Drupal Bubble Problem First Storytelling Proof Over Promotion Scaling Non Code Contributions Funding Drupal Sustainability Success Metrics Resources Drupal Advocacy Program Guests Tiffany Farriss - association.drupal.org farriss Hosts Nic Laflin - nLighteneddevelopment.com nicxvan John Picozzi - epam.com johnpicozzi Tim Sharp - tea-sharp MOTW Correspondent Martin Anderson-Clutz - mandclu.com mandclu Brief description: Have you ever wanted to let visitors share your content on social media, without loading any tracking scripts or third-party JavaScript? There's a module for that.
Today we are talking about the UN, Open Source, and Drupal with guests Tim Lehnen & Henry Poole. We'll also cover Live Update as our module of the week. For show notes visit: https://www.talkingDrupal.com/574 Topics What Is UN Open Source Week Why Open Source Fits UN Goals Who Attends and What Tech Is There Conference Audience and DPI DPG Drupal as a Digital Public Good UN Uses Drupal at Scale Why Attend and What to Gain Upstream First Contracting Open Procurement Curriculum Reaching Procurement Conferences Steering Spend Upstream Funding Open Source Legally Talking Louder Beyond Drupal Digital Sovereignty Explained Governance Values Matter Fixing Funding Perception Community Next Steps Closing Resources Appalachia Omar Mohsine Digital public infrastructure - DPI Digital public good - DPG ShareIT act Agencies need to use open source PDF: https://www.govinfo.gov/content/pkg/COMPS-17951/pdf/COMPS-17951.pdf
Today we are talking about Drupalcon Rotterdam, Canvas and evaluating modules. We'll also cover Revision Graph as our module of the week. For show notes visit: https://www.talkingDrupal.com/573 Topics DrupalCon Rotterdam recap AI summits and training FrankenPHP app servers Driesnote highlights Advocacy and WordPress Rosetta Sprint and MCP Canvas multilingual and headless 3Frameworks And Voiceover Canvas And SDCs Headless And Signage Drupal 12 Beta Testing Rector And Deprecations PHP 8.5 Requirements Rethinking Module Evaluation AI And Commit Scale Module Discoverability 0Distributions Versus Recipes Resources Wordpal Core metrics Hosts Nic Laflin - nLighteneddevelopment.com nicxvan Martin Anderson-Clutz - mandclu.com mandclu Tim Sharp - tea-sharp MOTW Correspondent Martin Anderson-Clutz - mandclu.com mandclu Brief description: Have you ever wanted to see a node's revision history drawn like a Git graph, with each translation as its own branch? There's a module for that.
Today we are talking about PHP, Open Source, and Sustainability with guest Elizabeth Barron. We'll also cover AI Image Classification as our module of the week. For show notes visit: https://www.talkingDrupal.com/572 Topics What is the PHP Foundation Language Health Challenges Paid Core Developers Release Infrastructure Foundation Role and Perception Docs and Onboarding Elizabeth Open Source Journey Future of PHP Ecosystem Listener Elephant Question Ecosystem Security Hub Advisory Board Limits Modernizing Mailing Lists Foundation Awareness Push PHP Ambassadors Strategy State of PHP Survey Five Year Vision Community Hour Podcast php.net Design Refresh Resources The PHP Foundation Derek Rethans xdebug Infrastructure https://github.com/derickr
Today we are talking about GovHub, Drupal in Government, and Why Governments Love Drupal with guest Jasmyne Epps. We'll also cover Convivial Gov Site Template as our module of the week. For show notes visit: https://www.talkingDrupal.com/571 Topics GovHub Origins and Goals Feature Requests and Governance Why Government Chooses Drupal Team Structure and Release Cadence Accessibility and Compliance Strategy Hosting Model and Multisite Structured Content and Microcontent Syndication and Emergency Alerts Orchard Design System Explained Training and Onboarding Editors Gov Talks Conference Logo Specs and Releases Ticket Prioritization PRICE QA Workflow with Tugboat Handling Traffic Spikes Drupal 11 Performance Talk Drupal 11 Upgrade Gotchas Getting Users Excited Translation Strategy Limits Why Government Loves Drupal Resources GovHub The Bug Stops Here — The State of Georgia Shifts Left (GovCon 2025 presentation with Jasmyne Epps and James Sansbury) Accelerating an ambitious migration and development project (GovHub + Tugboat migration story) Logo page Public facing knowledge base Orchard design system (P)Rice (P)olitics - (R)each - (I)mpact - (C)onfidence - (E)ffort