How to add module?

Business Apps Frappe CRM
1

New to Frappe CRM (and Frappe in general). We run a non-profit and so we’re interested in tracking donations and which contacts made donations.

Is it possible to add a sidebar item “Donations” (which is what I would call a module in other CRMs like Zoho), where I can log records for donations and associate them with contacts or accounts?

If yes, can you please explain to me like a beginner how to do this? I can learn from this and replicate it for my other non-profit needs.

Thanks in advances.

2

Yes, you can do it

  1. Search “DocType” → New → Name it “Donation” → add fields: Donor (Link to Contact), Amount (Currency), Date, Notes → Save.

  2. Search “Workspace” → open CRM → Edit → add a shortcut pointing to Donation DocType → Save.

3

Thank you! That’s very helpful. What module should I select?

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4

I was able to get the donations listed as a shortcut, but I’ve been unable to get it to appear on the CRM portal page in the sidebar, preferably under the Contacts. I’m unsure now how to get anything to appear in that sidebar which is custom.

5

if you have your own module then select it , otherwise I see a custom

6

use /app instead of the CRM portal. That’s where Workspaces and custom DocTypes actually work.

If they insist on the CRM portal, someone needs to edit the Vue source and rebuild the app. That’s a developer job, not a configuration job.