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Editable drag & drop Scrum and Kanban boards and Agile charts

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Management of Support tickets inside Issues

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Contacts, accounts and deals management inside projects

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Simple, yet powerful checklists for issues

invoices

Managing invoices, expenses, and time billing

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User list with departments, tags, notifications, and birthdays

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CRM plugin documentation
Adding a Contact in Issues CSV import

Adding a Contact in Issues CSV import

The following video demonstration will show you how to add a Contact in the Issues CSV import.

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Developers API

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

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

Installation

Installing on Linux
Installing on MS Windows
Installing on Redmine Bitnami stack (Linux)
Uninstalling CRM plugin
Upgrade from Free to PRO version

Troubleshooting

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

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