Commit ad06eb09 authored by Michael Haggerty's avatar Michael Haggerty

by techsoldaten: adding README files

parent b26e3c7d
......@@ -72,7 +72,7 @@ http://drupal.org/node/1856906 for more details on the configuration and setup p
Current maintainers:
* techsoldaten. - http://drupal.org/user/16339
* techsoldaten - http://drupal.org/user/16339
If you are interested in participating in CRM Core development or help configuring your CRM Core instance,
please contact me directly through this form.
......
-- SUMMARY --
CRM Core Default Matching Engine is a matching engine for CRM Core Match. It is capable of identifying
duplicate contacts in CRM Core based on wieghted scores and logical operators.
-- REQUIREMENTS --
The following modules are required by CRM Core Default Matching Engine:
* CRM Core Match
* CRM Core
* CRM Core Contact
* Entity API
* Field UI
* Field
* Field SQL storage
* Views
* Chaos tools
* Fieldgroup
* Name Field
-- INSTALLATION --
CRM Core can be installed like any other Drupal module.
1) Download CRM Core to the modules directory for your site.
2) Go to the admin/modules page and enable CRM Core Default Matching Engine.
-- CONFIGURATION --
1) Go to admin/config/crm-core/match and enable CRM Core Default Matching engine.
2) Click on the link to configure matching rules for contact types.
3) For each contact type, you will be configuring a weight for matches on each field.
4) There is a threshhold value listed at the top of the page. This is the total the sum of the
field matches must equal or exceed in order to indicate a positive match.
5) Select the fields for matching by checking the appropriate checkbox.
6) Select a logical operator for each field.
7) Enter a weight for each selected field. Matches will be ordered according to the total
of the field values.
-- ABOUT MATCHING ENGINES --
CRM Core Default Matching Engine is a simple implementation of contact matching logic that can be
used on most Drupal websites. It was designed to interoperate with CRM Core Match, and can act as
one of several matching engines.
If you are looking for a way to build more advanced matching systems, or to inject information
into contact records when they are being identified as potential matches, you are encouraged to
develop your own matching engines.
See the README.txt for CRM Core Match for more details.
-- CONTACT --
Current maintainers:
* techsoldaten - http://drupal.org/user/16339
If you are interested in participating in CRM Core development or help configuring your CRM Core instance,
please contact me directly through this form.
Development sponsored by Trellon.
......@@ -32,26 +32,7 @@ CRM Core can be installed like any other Drupal module.
1) Download CRM Core to the modules directory for your site.
2) Go to the admin/modules page and enable CRM Core.
From here, select the options most appropriate for your site:
- if you want to use activity management in CRM Core, enable CRM Core Activity. You will probably also
want to enable CRM Core Activity UI, but this is not required.
- if you want to use relationship management, enable CRM Core Relationship. You will probably also want to
enable CRM Core Relationship UI, but this is not required.
- if you want to provide a UI for viewing reports defined by CRM Core features, enable CRM Core Report.
Please note, CRM Core does not ship with reports of it's own. This page will be blank until you define
reports.
- if you want to link contact records to user accounts, enable CRM Core User Sync.
- if you want to use matching engines to identify duplicate contacts, enable CRM Core Match.
- if you want to use the default matching engine that ships with CRM Core, enable CRM Core Default Matching
Engine.
2) Go to the admin/modules page and enable CRM Core Match.
-- RELATED MODULES --
......@@ -110,7 +91,7 @@ A few things to be aware of when creating your own matching engine:
Current maintainers:
* techsoldaten. - http://drupal.org/user/16339
* techsoldaten - http://drupal.org/user/16339
If you are interested in participating in CRM Core development or help configuring your CRM Core instance,
please contact me directly through this form.
......
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