crm.pngCRM plugin documentation

RedmineUP Getting startedGetting started

Activating CRM module Add new contact Add new deal

RedmineUP installationInstallation

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

There is no "New contact" button

Developers API

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

Last update (Jan 16, 2023, Version: 4.3.7)

  • Added emails and phones for Contact Liquid Drop
  • Updated Hungarian translation (Krisztian Engi, Lilla Basilides)
  • Updated German translation
  • Updated Company search wildcards
  • Fixed autocomplete XSS bug
  • Fixed Closed issues on contact page veiw
  • Fixed collapse/expend icon for Contats and Deals
All updates