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How to associate 1 contact with several projects

Added by Hélène SERVANT 5 months ago

Hello Redmine allows you to create a contact list. I want to associate 1 contact with several projects. Is this possible and how to do it?
Thanks for your help. Hélène


Replies (2)

RE: How to associate 1 contact with several projects - Added by Lorenzo Meneghetti 5 months ago

Hi contact is not a Vanilla Redmine entity.
May be that you are talking about a plugin. In this case you should provide context information (for example by Administration -> Info) otherwise no one will be able to help you.

Regards

RE: How to associate 1 contact with several projects - Added by Phillip Walston 4 months ago

According to the CRM plugin documentation, you can add a contact to multiple projects by following these steps:

  • Go to the contact’s view page.
  • On the right sidebar, you will see their project listed.
  • Click on Add and choose a project.

You can repeat this process for as many projects as you want to associate with the contact.

Thaanks & Regards,
rtasks.online Team

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