Community OSDocs

Community CRM

User-facing documentation for Community OS: guides, concepts, references, and technical material.

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Community CRM

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  • Manage people in the communityGuide

    The community CRM is the central record of every person in your community. This guide shows you how to create a person record, keep it accurate, and add notes over time. A good record makes it easy to find someone, understand their needs, and coordinate support.

  • What is the community CRM?Concept

    The community CRM is the shared contact record for your community. It stores one record per person. Each record holds the person's name, contact methods, accessibility preferences, tags, and a history of notes.