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Redmine Plugins

All plugins (18)
agile_white_bg.png
agile

Editable drag & drop Scrum and Kanban boards and Agile charts

helpdesk_white_bg.png
helpdesk

Management of Support tickets inside Issues

crm_white_bg.png
crm

Contacts, accounts and deals management inside projects

checklists_white_bg.png
checklists

Simple, yet powerful checklists for issues

invoices_white_bg.png
invoices

Managing invoices, expenses, and time billing

people_white_bg.png
people

User list with departments, tags, notifications, and birthdays

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  • Help & Support Сenter
  • CRM plugin documentation
  • Installing on MS Windows

Installing on MS Windows

  • Video demonstration
  • Steps

Video demonstration

Steps

Please check this Bitnami Redmine Stack installation for the Windows platform.

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Developers API

  • REST API Contact tags
  • REST API Contacts
  • REST API Create a contact related with issue
  • REST API Create note for contact with attachment
  • REST API Deal categories
  • REST API Deal statuses
  • REST API Deals
  • REST API Retrieve issues related to a specific contact

FAQ

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

Getting started

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

Installation

  • Installing CRM plugin on Bitnami Redmine virtual image (.ova)
  • Installing Contacts plugin on Redmine 7 in Linux
  • Installing on Linux
  • Installing on Redmine Bitnami stack (Linux)
  • Uninstalling CRM plugin
  • Upgrade from Free to PRO version

Troubleshooting

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

Using CRM

  • Access management
  • Adding a Contact in Issues CSV import
  • Attachments
  • Bulk operations
  • CRM wiki macros
  • Charts and reports
  • Contact tasks
  • Contacts and companies
  • Deals Kanban board
  • Deals and products integration
  • 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

Related articles

All Redmine plugins

  • Agile plugin
  • CRM plugin
  • Helpdesk plugin
  • Invoices plugin
  • Products plugin
  • Finance plugin
  • Checklist plugin
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