crm.pngCRM plugin documentation

RedmineUP Getting startedGetting started

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

RedmineUP installationInstallation

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

FAQFAQ

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 Retrieve issues related to a specific contact REST API Contact tags

Last update (Mar 04, 2025, Version: 4.4.2)

  • Supported Redmine versions: 6.0 - 4.0
  • Added Redmine 6 compatibility
  • Added SVG icons for compatibility with Redmine 6
  • Added address type custom field
  • Added autoformatting number fields
  • Updated contacts import/export functionality
  • Fixed API error with contact tags
  • Fixed deal amount calculation when using a filter with any products
  • Fixed visual bug with status button in Chrome browser
  • Fixed StatementInvalid namespace bug for DealQuery
  • Fixed duplicate due date issue
  • Fixed bulk delete tags not working when bulk editing contacts
  • Fixed bug with add contact to deal
  • Removed export contacts to XLS feature
All updates