CRM - Plugins - Redmine

Plugins Directory » CRM

	Author:	Kirill Bezrukov
	Website:	http://www.redminecrm.com
	Code repository:	-
	Registered on:	2010-11-13 (over 2 years)
	Current version:	3.2.3
	Compatible with:	Redmine 2.3.x, 2.2.x, 2.1.x

Redmine CRM plugin is light CRM which you can manage customers and deals, track tasks and store files

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To test all features with admin permissions please go to http://demo.redminecrm.com with admin:admin

Features:

Contact notes
Contact, deals attachments
Issues related to contacts (in contact page and in issue page)
Deals, deals workflow
Tags
Contacts filtering (like in issues)
Issues filtering by contacts
English, Russian, Chines, Czech, German, French, Dutch translations
Contacts wiki macros
Email notifications
Export contacts to vCard ( vpim gem)
Import contacts from CSV and Google Contacts
Manage duplicates
Custom fields for contacts, deals, notes
Global search integration
REST API for contacts
Additional plugins Helpdesk and Invoices

Installation notes

Install¶

Copy redmine_contacts_plugin to vendor/plugins on your redmine path
Run rake db:migrate_plugins RAILS_ENV=production

Conflicted with redmine_customer plugin

Uninstall¶

rake db:migrate:plugin NAME=redmine_contacts VERSION=0 RAILS_ENV=production 
rm -r vendor/plugins/redmine_contacts

Changelog

3.2.3 (2013-05-04)

Compatible with Redmine 2.3.x, 2.2.x, 2.1.x.

Contact avatars and companies in autocompletes
CSV export deals with custom fields
UTF-8 encoding for CSV export files
Contact tabs for Invoices and Helpdesk tickets
Korean translation (eunsu)
Fixed contact custom fields table sorting
Fixed add note with custom fields

3.2.2 (2013-04-16)

Compatible with Redmine 2.3.x, 2.2.x, 2.1.x.

Contact page tabs
New add note form with time field
Ajax attachments for notes
Fixed gravatar for companies
Performance optimization
Has deals and Has open issues filters for contacts
Fixed deals filters with empty status field
Updated field sorting for deals and contacts
Extended add contact modal form
Open deals sum on contact deals tab
Show and edit watchers on deal page
Show deals on top menu setting

3.2.1 (2013-04-05)

Compatible with Redmine 2.3.x, 2.2.x, 2.1.x.

Core methods clean up
Global contacts list performance optimization
Fixed redirects after bulk deals destroy and update
New default currencies CHF, SGD

3.2.0 (2013-03-19)

Compatible with Redmine 2.3.x, 2.2.x, 2.1.x.

Show deal status workflow
Deals probability and due date
Deal status open, won, lost types
Export deals to CSV
Create contact modal form
Excerpt list sorting
Deals table view
Azerbaijanian translation (Saadat Mutallimova)
Hungarian translation (Márk Sági-Kazár)
Searching contacts by email address
Fixed bug with redmine_finance contact tag

3.1.2 (2013-02-04)

Compatible with Redmine 2.3.x, 2.2.x, 2.1.x.

Redmine 2.3 trunk support
Performance optimization
Fixed: Links changed to absolute
Fixed: Contact thumbnail size

3.1.1 (2013-01-21)

Compatible with Redmine 2.2.x, 2.1.x.

Redmine 2.2.2 support
Private and public contacts
Japan locale (Kitahara Kosei)
[PRO] Search for merging contacts on contact edit page
[PRO] Deals csv import
[PRO] Autocomplete for contact count > 50 on deal selectNotifications for contact/deal added and deal status changed
Bug: Assigned to always shows in contact attributes sidebar
Bug: "Position" field is shown on the Company editing page
Bug: Deal macros is rendered incorrectly on FAQ page

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3.0.1 (2012-11-01)

Compatible with Redmine 2.2.x, 2.1.x.

Feature: Support for Redmine 2.1 and Ruby on Rails 3.2
Feature: Show new contact/deal events in activity pane
Feature: Bulk change project for deals
Feature: Setting for showing closes issues on contact page
Feature: {{contact_note() }} Macro for referencing notes in the wiki
Feature: Add assignee field to the contacts table in table view
Feature: Ruby 1.9 support
Feature [PRO]: Time entries report contacts grouping

For Redmine < 2.0 please use CRM version 2.3.4

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3.0.0 (2012-10-02)

Compatible with Redmine 2.1.x.

Caution: First beta version

Feature: Redmine 2.1.x support
Minor features and bug fixes

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2.3.3 (2012-04-27)

Compatible with Redmine 1.4.x, 1.3.x, 1.2.x.

Feature: Option for hide the crm menu
[PRO] Feature: Move deals between projects
[PRO] Feature: Polish currency PLN
[PRO] Feature: Export contacts to XLS (MS Excel 2003)
Bug: New contact cannot be added in 1.4.1
Bug: Note is not editable in 1.4.1

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2.3.1 (2012-04-10)

Compatible with Redmine 1.2.x, 1.3.x, 1.4.x.

Feature: Redmine 1.4 suport
Feature: Create and continue button for contact and deal
Feature: Permissions for Add, Delete contacts and deals
Feature: Better compatibility with high-rise and a1 theme
Feature: Selected Contacts that persist over multiple pages
Feature: No acts-as-taggable-on plugin/gem needed
Feature: Brazilian translation (many thanks to Batista Hallison)
Feature: Conflicts in label for global search and contact search
Feature: Json API for contacts
Feature: RSS feed for contacts notes
[PRO] Feature: Import contacts via csv
[PRO] Feature: User defined filter for contact list
[PRO] Feature: Filter issues for contatcs (multiselect by natural person or company)
[PRO] Feature: ¥ currency for deals
[PRO] Feature: Rs currency for deals
[PRO] Feature: API for adding new note types
[PRO] Feature: New contacts list styles (excerpt, table, cards)
[PRO] Feature: Find all issues for a contact or responsible person
[PRO] Feature: Default currency for deals
[PRO] Feature: Select Inverse (tags)
[PRO] Feature: Filter Contacts that do not have a tag
[PRO] Feature: Deals per page settings
[PRO] Feature: Last note filter
[PRO] Feature: Contacts columns selection for table view
Bug: Contactors link
Bug: Revised method for displaying notes
Bug: Contacts CSV VCF export errors
Bug: Case sensitivity in contacts search in PostgreSQL and SQLite
Bug: Can't delete avatar
Bug: Conflicts in label for global search and contact search
Bug: 500 error on view user page with contact relation

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