CRM plugin documentation
Getting started
Installation 
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
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