CiviCRM features a source
field with a contact. This field, however, has three basic flaws:
- it's free text, so a later evaluation and statistics are tricky
- if you merge duplicates, only one of the two source values will prevail, the other one is lost
- The
source
field doesn't say anything about when this contact was generated
This extension aims to fix these three problems. It creates a new activity type First Contact
to mark the event of the first encounter with the contact. Activities have a date, a campaign, and survive the merge process without losing data.
For convenience, this extension also features:
- you can either decide to override CiviCRM's
source
field or render a virtual source field in the contact summary with the newFirst Contact
activity data - a mandatory field set in the contact create form, so you are forced to provide this information
- statistics on your contact source activities can now be produced with the activity/campaign reports