CRM plugin documentation

Getting started

Creating a person (user) from a contact Activating CRM module Add new contact Add new deal Tags

Installation

Installing CRM plugin on Bitnami Redmine virtual image (.ova) Installing on Linux Installing on MS Windows Installing on Redmine Bitnami stack (Linux) Uninstalling CRM plugin Upgrade from Free to PRO version

FAQ

Why I can't create company custom field with light version of plugin? What is the difference between the CRM plugin and the redmine_crm gem? How to change major currencies? How to add deal statuses and categories? How to allow non-admin users to see Contacts/Deals? How to install a particular version of the redmine_crm gem? Why I can't create deal and message Status can't be blank is shown?

Using CRM plugin

Access management Attachments Bulk operations Charts and reports Contacts and companies Adding a Contact in Issues CSV import Contact tasks Deals and products integration Deals Kanban board Email dropboxes Email sending Import/Export Lists Multiaddress results for drop-down menu contact search for CRM Multiple projects Notes Notifications Printing contacts Queries and filters Redmine users relations Relation with issues Tracking deals CRM wiki macros

Troubleshooting

Only limited number of columns are available when CSV contacts' list is exported There is no "New contact" button

Developers API

REST API Contacts REST API Create a contact related with issue REST API Deals REST API Deal categories REST API Deal statuses REST API Contact tags

Last update (Apr 15, 2024, Version: 4.4.1)

Supported Redmine versions: 5.1 - 4.0
Added deal lines to the API
Added encoding for exporting contacts and deals
Added downcase formatting to email writer
Updated CSV export format to match Redmine standard
Fixed sorting of deals by ID
Fixed connection between contacts and their companies
Fixed issue with missing avatars for contacts
Fixed loading plugin issue with the contact_note model

All updates