Customer Plugin

This is a plugin for Redmine that can be used to track basic customer information for each project. It was created so I could track which project belonged to which customer.

Features

For this first release, I implemented the most basic features.

  • Store Customer data
  • Associate a Customer for each project
  • Permissions to control user access to data

Screenshot

Screenshot thumbnail

Getting the plugin

A copy of the released version can be downloaded from Little Stream Software. A development copy can be downloaded from GitHub

Install

1. Follow the Redmine plugin installation steps at: Plugins Make sure the plugin is installed to vendor/plugins/customer_plugin
2. Setup the database using the migrations. rake db:migrate_plugins or rake db:migrate_plugins RAILS_ENV=production if you are still configuring and testing and have not set up the final environment.
3. Login to your Redmine install as an Administrator
4. Setup the permissions for your roles
5. Add the "Customer module" to the enabled modules for your project
6. The link to the plugin should appear on that project's navigation as Customer

Usage

  1. Use the "New" link to create a Customer.
  2. Once you have created a customer, use the "Assign" link to assign a customer to a Project.
  3. Continue doing steps 1 and 2 until you have assigned customers to all your projects you need.

Upgrade

Zip file

  1. Download the latest zip file from https://projects.littlestreamsoftware.com/projects/redmine-customers/files
  2. Unzip the file to your Redmine into vendor/plugins
  3. Restart your Redmine

Git

  1. Open a shell to your Redmine's vendor/plugins/customer_plugin folder
  2. Update your git copy with `git pull`
  3. Restart your Redmine

License

This plugin is licensed under the GNU GPL v2. See LICENSE.txt and GPL.txt for details.

If you would like to report a bug or request a new feature the bug tracker is located at https://projects.littlestreamsoftware.com

News

0.1.0 Release announcement (2008-05-22)
0.2.0 Release announcement (2009-03-24)

customer-screenshot.png - Screenshot (5.36 KB) Eric Davis, 2008-05-23 00:48

customer-screenshot_thumb.png - Screenshot thumbnail (7.15 KB) Eric Davis, 2008-05-23 00:48