crm.pngCRM plugin documentation

RedmineUP Getting startedGetting started

Activating CRM module Add new contact Add new deal

RedmineUP installationInstallation

Installing on Linux Upgrade from Free to PRO version

FAQFAQ

Why I can't create company custom field with light version of plugin? How to change major currencies? How to add deal statuses and categories? How to allow non-admin users to see Contacts/Deals? 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 Contact tasks Deals and products integration Deals Kanban board Email dropboxes Email sending Import/Export Lists Multiple projects Notes Queries and filters Redmine users relations Relation with issues Tracking deals CRM wiki macros

Developers API

REST API Contacts REST API Deals REST API Deal categories REST API Deal statuses REST API Contact tags

Last update (Aug 02, 2018, Version: 4.2.1)

  • Supported Redmine versions: 4.0 - 2.6
  • New deal selection control on issue page
  • New control for tags selection and filter
  • Deal price precision increased
  • Limit for deal name 255 symbols
  • Fixed bug with upload attachments without View deals permission
  • Fixed PG error on duplicates search
All updates