CRM plugin

Added by Kirill Bezrukov (RedmineUP) over 11 years ago

This plugin like a light CRM which you can manage customers and contacts, track tasks and store files

Features:

  • Common contacts list
  • Project contacts list
  • Contact notes
  • Contact attaches
  • Issues related to contacts (in contact page and in issue page)
  • Basic deals info
  • Tags
  • Multi language

Download

Demo


Replies (170)

RE: Contacts plugin - Added by Kirill Bezrukov (RedmineUP) over 10 years ago

Terence Mill wrote:

We have an external system we would like to mass impoprt contacts. This should be possible once and updating.
Would be a great feature and make mirgation easy.

I have plans for this feature. Thirst version will be from CSV file I think

I release 2.0 commercial version of plugin (redminecrm.com) , and for some times I will make free light version (only contacts like an address book)

RE: Contacts plugin - Added by Kirill Bezrukov (RedmineUP) over 10 years ago

Version 2.0.0 released

  • Since version 2, plugin became commercial ($20)
  • 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

RE: Contacts plugin - Added by Kirill Bezrukov (RedmineUP) over 10 years ago

To fix that problem:

ActionView::MissingTemplate (Missing template mailer/note_added.text.plain.rhtml in view path app/views):
/app/models/mailer.rb:393:in `render_multipart'
vendor/plugins/redmine_contacts/app/models/note.rb:40:in `send_mails'
vendor/plugins/redmine_contacts/app/controllers/contacts_controller.rb:186:in `add_note'

just replace mailer patch

mailer_patch.rb Magnifier (2.16 KB)

RE: Contacts plugin - Added by Alexei Gureyev over 10 years ago

Hi! I get this error when try to open 'contacts' tab in my project:

Processing ApplicationController#index (for myiphere at 2011-10-26 16:21:18) [GET]
  Parameters: {"project_id"=>"iqi09", "action"=>"index", "controller"=>"contacts"}

NoMethodError (undefined method `accept_rss_auth' for ContactsController:Class):
  vendor/plugins/redmine_contacts/app/controllers/contacts_controller.rb:13
  /usr/lib/ruby/1.8/mongrel.rb:159:in `process_client'
  /usr/lib/ruby/1.8/mongrel.rb:158:in `each'
  /usr/lib/ruby/1.8/mongrel.rb:158:in `process_client'
  /usr/lib/ruby/1.8/mongrel.rb:285:in `run'
  /usr/lib/ruby/1.8/mongrel.rb:285:in `initialize'
  /usr/lib/ruby/1.8/mongrel.rb:285:in `new'
  /usr/lib/ruby/1.8/mongrel.rb:285:in `run'
  /usr/lib/ruby/1.8/mongrel.rb:268:in `initialize'
  /usr/lib/ruby/1.8/mongrel.rb:268:in `new'
  /usr/lib/ruby/1.8/mongrel.rb:268:in `run'

Rendering /usr/local/redmine/public/500.html (500 Internal Server Error)

Ruby version              1.8.7 (x86_64-linux)
RubyGems version          1.3.7
Rack version              1.1.2
Rails version             2.3.11
Active Record version     2.3.11
Active Resource version   2.3.11
Action Mailer version     2.3.11
Active Support version    2.3.11
Application root          /usr/local/redmine
Environment               development
Database adapter          sqlite3
Database schema version   0

About your Redmine plugins
Redmine Whining plugin                0.0.3
Redmine Charts                        0.1.0
Issues XLS export                     0.1.3
Redmine Wiki Extensions plugin        0.3.2
Advanced reminder                     0.0.1
Redmine Periodictask plugin           1.0.0
Contacts plugin                       2.0.0-light
Redmine Better Gantt Chart plugin     0.5.3
Architecture Decisions plugin         0.0.9
Global filter plugin                  0.0.1
Redmine Require Closing Note plugin   0.0.1

What should I do?

RE: Contacts plugin - Added by Kirill Bezrukov (RedmineUP) over 10 years ago

What version of Redmine do you have?

RE: Contacts plugin - Added by Alexei Gureyev over 10 years ago

1.2.0.stable.6103

RE: Contacts plugin - Added by Kirill Bezrukov (RedmineUP) over 10 years ago

Could you try with only contacts plugin?

RE: Contacts plugin - Added by Alexei Gureyev over 10 years ago

So I should deinstall all off them? This looks unreal. Any other ways?

RE: Contacts plugin - Added by Alexei Gureyev over 10 years ago

Hm.. I've removed and added plugin for my project and now I get another error:

Processing ContactsController#index (for ... at 2011-10-26 17:38:07) [GET]
  Parameters: {"project_id"=>"iqi09", "action"=>"index", "controller"=>"contacts"}
Rendering template within layouts/base
Rendering contacts/index

ActionView::TemplateError (undefined method `empty?' for nil:NilClass) on line #4 of vendor/plugins/redmine_contacts/app/views/contacts/_list.html.erb:
1: <% form_tag({}) do -%>
2: <%= hidden_field_tag 'back_url', url_for(params) %>  
3: <%= hidden_field_tag 'project_id', @project.id if @project %> 
4:      <% unless @contacts.empty? %>
5:              <table class="contacts index">
6:              <tbody>
7:          <% @contacts.each do |contact| %>  

    vendor/plugins/redmine_contacts/app/views/contacts/_list.html.erb:4
    vendor/plugins/redmine_contacts/app/views/contacts/_list.html.erb:1
    vendor/plugins/redmine_contacts/app/views/contacts/index.html.erb:50
    /usr/lib/ruby/1.8/mongrel.rb:159:in `process_client'
    /usr/lib/ruby/1.8/mongrel.rb:158:in `each'
    /usr/lib/ruby/1.8/mongrel.rb:158:in `process_client'
    /usr/lib/ruby/1.8/mongrel.rb:285:in `run'
    /usr/lib/ruby/1.8/mongrel.rb:285:in `initialize'
    /usr/lib/ruby/1.8/mongrel.rb:285:in `new'
    /usr/lib/ruby/1.8/mongrel.rb:285:in `run'
    /usr/lib/ruby/1.8/mongrel.rb:268:in `initialize'
    /usr/lib/ruby/1.8/mongrel.rb:268:in `new'
    /usr/lib/ruby/1.8/mongrel.rb:268:in `run'

Rendering /usr/local/redmine/public/500.html (500 Internal Server Error)

This one I got before I reinstalled plugin (yep, I've tried to make it work already).

RE: Contacts plugin - Added by Kirill Bezrukov (RedmineUP) over 10 years ago

Alexei Gureyev wrote:

So I should deinstall all off them? This looks unreal. Any other ways?

I mean you could just move plugins from vendor/plugins folder for a time.

Is last error in clear Redmine? Without any other plugins?

RE: Contacts plugin - Added by Alexei Gureyev over 10 years ago

Kirill Bezrukov wrote:

Alexei Gureyev wrote:

So I should deinstall all off them? This looks unreal. Any other ways?

I mean you could just move plugins from vendor/plugins folder for a time.

Is last error in clear Redmine? Without any other plugins?

No, the last one is with all plugins.

I'll try clean system tomorrow morning (GMT+4).

RE: Contacts plugin - Added by Alexei Gureyev over 10 years ago

I've moved all plugins that are listed in `about` except contacts and after restart got this error:

Processing ApplicationController#index (for .... at 2011-10-27 08:14:45) [GET]
  Parameters: {"project_id"=>"iqi09", "action"=>"index", "controller"=>"contacts"}

NoMethodError (undefined method `accept_rss_auth' for ContactsController:Class):
  vendor/plugins/redmine_contacts/app/controllers/contacts_controller.rb:13
  /usr/lib/ruby/1.8/mongrel.rb:159:in `process_client'
  /usr/lib/ruby/1.8/mongrel.rb:158:in `each'
  /usr/lib/ruby/1.8/mongrel.rb:158:in `process_client'
  /usr/lib/ruby/1.8/mongrel.rb:285:in `run'
  /usr/lib/ruby/1.8/mongrel.rb:285:in `initialize'
  /usr/lib/ruby/1.8/mongrel.rb:285:in `new'
  /usr/lib/ruby/1.8/mongrel.rb:285:in `run'
  /usr/lib/ruby/1.8/mongrel.rb:268:in `initialize'
  /usr/lib/ruby/1.8/mongrel.rb:268:in `new'
  /usr/lib/ruby/1.8/mongrel.rb:268:in `run'

Rendering /usr/local/redmine/public/500.html (500 Internal Server Error)

RE: Contacts plugin - Added by Mario Luzeiro about 10 years ago

I'm getting this error with contacts plugin:

ActionView::TemplateError (undefined method `color_name' for #<Tag:0xc31bcd8>) on line #8 of vendor/plugins/redmine_contacts/app/views/contacts/_tags_item.html.erb:
5: 
6: <% tag_url = multiple ? [params[:tag], tags_item.name].join(', ') : tags_item.name %>
7: 
8: <% color = tags_item.color_name %>   
9: <% html_options = {} %>
10: <% html_options[:id] = "tag_#{tags_item.id}" %>
11: <% html_options[:style] = "background-color: #{color}" %>

    vendor/plugins/redmine_contacts/app/views/contacts/_tags_item.html.erb:8
    vendor/plugins/redmine_contacts/app/views/contacts/_list.html.erb:32
    vendor/plugins/redmine_contacts/app/views/contacts/_list.html.erb:7
    vendor/plugins/redmine_contacts/app/views/contacts/_list.html.erb:1
    vendor/plugins/redmine_contacts/app/views/contacts/index.html.erb:50

RE: Contacts plugin - Added by Kirill Bezrukov (RedmineUP) about 10 years ago

New 2.3.1 version just released. I rewrite tags functions and now it should works

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

  • 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

RE: Contacts plugin - Added by Tiago Franco about 10 years ago

Hi Kirill,

I've been using redmine_contacts to manage leads. Now I upgraded to Redmine 1.4 and I'm willing to buy the CRM plugin.

What kind of version support will be provided for the Plugin to follow up Redmine updates? I mean, if Redmine goes for Rails 3, will the plugin be updated?

And if so, will I need to buy the update or it will be provided to existing customers?

Thanks in advance.

RE: Contacts plugin - Added by Kirill Bezrukov (RedmineUP) about 10 years ago

Hi, Tiago!

Last plugin version supports Redmine 1.2, 1.3 and 1.4.1. I'm working on Redmine 2.0. I hope it will, then 2.0 became stable.

And with PRO license you will be able download any updates including major version chances with license ID and orde mail, without additional payments.

RE: Contacts plugin - Added by Tiago Franco about 10 years ago

Thanks Kirill.

I'll buy the pro version of the CRM then.

Thanks!

RE: Contacts plugin - Added by Quinn Battersby about 10 years ago

OK, this is going to sound really crazy, but I installed the plugin, everything is there and seems good but how do I just add a new contact, there is no dialog anywhere? I am using the A1 theme.

RE: Contacts plugin - Added by Kirill Bezrukov (RedmineUP) about 10 years ago

Contact could be added only inside project. But you can attach one contact to many projects

1 ... 5 6 7 (151-170/170)