Menu
CRM exposes a front-facing portal at /crm for users with CRM access permissions.
Entity collections and contact workflows use /crm/* routes rather than standard
admin paths.
Routes
| Path | Purpose |
|---|---|
/crm |
Portal landing page (overview blocks from the CRM menu) |
/crm/contact |
Contact collection |
/crm/contact/{id} |
Contact canonical (Summary tab) |
/crm/contact/{id}/relationship |
Contact relationships tab |
/crm/contact/{id}/comment |
Contact comments tab (Comment module) |
/crm/method |
Contact method collection |
/crm/relationship |
Relationship collection |
Admin structure and configuration remain under /admin/structure/crm and
/admin/config/crm.
Permissions
| Permission | Effect |
|---|---|
access crm |
View the /crm portal landing page and portal menu links the user can access |
administer crm |
Full CRM administration (also grants portal access) |
Bundle-specific contact and relationship permissions control access to individual entities. See Permissions.
CRM menu
Portal navigation uses the crm menu (config/install/system.menu.crm.yml).
Menu links are defined in crm.links.menu.yml with menu_name: crm. The landing
page at /crm builds admin-style blocks from top-level links in this menu.
The portal currently exposes four top-level sections:
| Section | Children | Notes |
|---|---|---|
| Contacts | Contacts, Relationships, Methods | Requires access crm or administer crm |
| User | Settings, Fields, List | Requires administer crm |
| Export | Serialization, REST | Requires administer crm; Serialization also requires Serialization; REST also requires REST |
| Relationship settings | — | Requires administer crm |
The Relationship settings section links to
/admin/config/crm/relationship/settings and configures the relationship
closure index (synchronous update threshold, async mode, and rebuild).
The Export → Serialization child links to
/admin/config/crm/serialization/settings and configures which contact-method
fields are inlined during contact serialization. The link and form are shown
only when the Serialization module is enabled.
The Export → REST child links to /admin/config/crm/rest/settings and
configures which REST write verbs accept inline contact-method entity data.
Theme
Routes whose path starts with /crm use the theme negotiator
theme.negotiator.admin_theme.crm (ThemeNegotiator). The active theme is read
from crm.settings (theme key, default admin), resolved against
system.theme configuration.
Configure at Admin > Configuration > CRM or export crm.settings config.
Related documentation
- Entity types
- Permissions
- Navigation integration — CRM item in the admin toolbar