Plugins » CRM (Contacts)
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Author: | Kirill Bezrukov |
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| Website: | http://www.redminecrm.com | |
| Code repository: | - | |
| Registered on: | 2010-11-13 (over 1 year ago) | |
| Current version: | 2.3.3 | |
| Compatible with: | Redmine 1.2.x, 1.3.x, 1.4.x |
Redmine CRM plugin is light CRM which you can manage customers and deals, track tasks and store files
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
2.3.3 (2012-04-27)
Compatible with Redmine 1.2.x, 1.3.x, 1.4.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
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
2.2.3 (2012-01-14)
Compatible with Redmine 1.2.x, 1.3.x.
- Better compatibility with A1 and Highrise themes
- [Light] Better support Helpdesk plugin
2.2.2 (2011-12-11)
Compatible with Redmine 1.2.x, 1.3.x.
- Feature: Redmine 1.3.0 support
- Feature: Light version support for helpdesk plugin
- Feature: Bulk Edit Contact Projects
- Feature: Support for Redmine-customers plugin
- Bug: update nl translation
For update just replace redmine_contacts folder in {redmine}/vendor/plugins/
2.2.1 (2011-12-01)
Compatible with Redmine 1.2.x, 1.3.x.
Added support for invoices plugin for pro and light versions
2.2.0 (2011-11-24)
Compatible with Redmine 1.2.x, 1.3.x.
- Solved bug with note show form
and many new features in pro version (included note types, deals tab, contacts avatars grid and others)
2.1.0 (2011-11-15)
Compatible with Redmine 1.2.x, 1.3.x.
- Fixed compatibility bug with 1.2.x dev version
- Helpdesk plugin support
2.0.3 (2011-10-10)
Compatible with Redmine 1.2.x.
New features (only pro version)
- Import contacts from Google contacts account
- Email dropbox for contacts and deals
- Load contact data from vCard
- Contact card on show user page (redmine users and con
Fixed bugs
- Cannot add notes to contact
- User can relate contact with project which has contacts module disabled
- Recently viewed contacts list brakes css layout (patch)
- ActionView::TemplateError (undefined method `avatar_to'
2.0.2 (2011-09-27)
Compatible with Redmine 1.2.x.
- Deals currency
- Bulk send mail to contacts with attachments, message preview, mail macros and auto add message to notes
- Deals bulk edit, include context menu enchantments
- Contacts bulk edit
- Contacts REST API bug fix (now it works fine, I've tested it)
- Create redmine user from contacts show page (link to user page)
- Multiple vCard Export
- Contacts export to CSV function
- Deals and Contacts blocks for My page
2.0.0 (2011-08-31)
Compatible with Redmine 1.2.x.
- Since version 2, plugin became commercial
- Custom fields for contacts, deals and notes
- Deals statuses settings
- Popup menus for contacts and deals lists
- Sales funnel for deals
- Multi contractors for deal
- Global search integration
- Support for PosgreSQL
New support site http://www.redminecrm.com
1.2.1 (2011-04-15)
Compatible with Redmine 1.1.x.
- Added filters to contacts and deals list
- List of recently viewed contacts and deals
- Added permissions for delete own notes
- Edit contacts and deals notes
- Note show page
- Show thumbnails for notes images
- Avatars and attachments preview thumbnails with rmagick
- Find and merge duplicates for contacts
- Make thumbnails by rmagick
- Thubnails for images added to note
- Settings for thumbnails and tags
- Search by many words in live-seach in contacts list
1.2.0 (2011-04-03)
Compatible with Redmine 1.0.x.
- contacts across projects
- New avatars for contacts, deals and companies
- Multi tags filtering
- Gravatar support for contact avatar by first email
Notes¶
You can add another project to contact on contact edit page
1.1.6 (2011-03-03)
Compatible with Redmine 1.0.x, 1.1.x.
- Feature: added thumbnails wiki macro
- Feature: Implement acts_as_taggable_on gem
- Bug : Note text deleted when change to extended note editor
Installation notes¶
- run
rake gem:installfor install acts-as-taggable-on gem - run @rake db:migrate_plugins RAILS_ENV="production"
1.1.5 (2011-01-31)
Compatible with Redmine 0.9.x, 1.0.x.
- Feature: Full size photo preview
- Feature: rest api and/or examples
- Feature: Linking existing issues to contacts
- Feature: 'add deal' option when viewing a contact
- Feature: Czech and Chinese locales
- Bug: a spelling error
- Bug: Can't delete deal
Intall notes¶
- run
rake db:migrate_plugins
1.1.4 (2010-12-22)
Compatible with Redmine 0.9.x, 1.0.x.
- Feature: Optimization of contacts list and live search
- Feature: Add contacts to events model of redmine
- Feature: Notification for note added for all watched company employee
- Feature: Filter notes by contacts tags in all notes list
- Feature: Export contact to vCard ( vpim gem)
- Feature: Filter by assigned_to on contacts issues list
- Feature: Added birthday field to contact
- Feature: Wiki macro to insert contact link or badge in page {{Contact(id)}}, {{Contact_avatar(id)}}, {{Contact_plain(id)}}
- Bug: Max deal price 999 999.99
Intall notes¶
- run
rake db:migrate_plugins sudo gem install vpim- for vCard export
1.1.3 (2010-11-23)
Compatible with Redmine 0.9.x, 1.0.x.
- Feature: Adding note without attaches by ajax
- Feature: Add watchers to contact and deal
- Feature: Added German translation (thanks Youssef Rebahi-Gilbert )
- Feature: Added new access rights for notes edit
- Feature: Create deal status (pending, win, lost)
- Bug: Files attachment when adding/updating a contact (redmine 0.9.3)
- Bug: Files attachment when adding/updating a note (redmine 0.9.3)
- Bug: Added description field to add issue form in contact page
- Bug: Update of the french translation
- Bug: Error when adding new contact
- Bug: Error when adding new contact
- Bug: Error in filtering notes for contact in contact page
To update run rake db:migrate_plugins RAILS_ENV=production
1.1.2 (2010-11-18)
Compatible with Redmine 1.0.x.
- Feature: Add and delete related contacts in issue page
- Feature: Added tracker selection for issue creating from contact page
- Feature: Installation documentation - database
- Feature: Added responsible user for contact and deal
- Feature: French translation
- Bug: Creating a Deal before creating a Contact fails
- Bug: Missing translation string
- Bug: Deals - Numeric format of field Sum
To update run rake db:migrate_plugins RAILS_ENV=production
1.1.1 (2010-11-17)
Compatible with Redmine 1.0.x.
Features¶
- Add list of contact attachments to the side bar
- Support for many comma separated emails
Bugs¶
- Internal Server Error (500) при добавлении комментария
- Erro to add avatar in contact edit and create pages
- Empty translations errors
- Internal Server Error (500) при просмотре контакта
- Error display list of contacts issues
- Other minor bugs