Relation with issues

Since CRM version 4.3.0 issue-contact and issue-deal relation model moved to Custom fields

Description of the new model

Contact can be associated with issues, deals, invoices, expenses, operations, and products. All of them will be shown in the contact's profile. Users might associate all these items from their pages or directly from the contact page (using the right sidebar or main bar under the contact's name).

To add a relation between Contact and Issue just create a new Issue Custom Field of Contact type.

contact associations.png

You can also show closed issues on the contact's view. In order to enable it, go to Administration -> Contacts. There will be a field called Show closed issues - you should check it in.

Extract old version existed relation

bundle exec rake redmine:contacts:convert_links_to_custom_fields RAILS_ENV=production

Contact/company example

The "New issue" button from the contact will not be returned back. It is permanently removed because of the new model. The new feature for contact/company works in the following way.

Contact/company custom field is added in the custom fields (administration - custom fields).

company_contacts_custom_field.png

Then set a contact in an issue.

contacts_in_issue.png

And then the issue will appear in the contact itself.

issue_in_contact_right_sidebar.png

Deal example

The same model is applied for the deals as well. Let's see the following example to make the situation more clear.

A custom field with type "issue" and format "deal" is created.

deals_custom_field.png

In the issue, a deal is selected from the drop-down menu

deal_in_issue.png

The deal is appearing in the issue afterward and is clickable.

deal_saved_issue.png

When you click on the deal, you will see the relation with the issue here.

deal_related_issue_right_sidebar.png

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