CRM plugin

Added by Kirill Bezrukov (RedmineUP) almost 12 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) almost 12 years ago

Kerry McLean wrote:

Hi, this plugin is very useful. We would like to use the same Contact information across multiple projects, is this possible? Thanks

I thinking about this feature, but now don't know good solution. Any ideas?

RE: Contacts plugin - Added by Terence Mill almost 12 years ago

Kirill Bezrukov wrote:

Terence Mill wrote:

We installed 1.1.3 on redmine 1.0.1. We get Internal error when trying to add comment on contacts:

ActionView::MissingTemplate (Missing template mailer/note_added.text.plain.rhtml in view path app/views):

Do you have such file app/views/mailer/note_added.text.plain.rhtml in plugin dir?

I do .. see screenhot.

RE: Contacts plugin - Added by Terence Mill almost 12 years ago

Terence Mill wrote:

Kirill Bezrukov wrote:

Terence Mill wrote:

We installed 1.1.3 on redmine 1.0.1. We get Internal error when trying to add comment on contacts:

ActionView::MissingTemplate (Missing template mailer/note_added.text.plain.rhtml in view path app/views):

Do you have such file app/views/mailer/note_added.text.plain.rhtml in plugin dir?

I do .. see screenhot.

dir.png (30.6 KB)

RE: Contacts plugin - Added by Kirill Bezrukov (RedmineUP) almost 12 years ago

Terence Mill wrote:

I do .. see screenhot.

For me server restart helps

Do you have any plugins with email notification patches?

RE: Contacts plugin - Added by Terence Mill almost 12 years ago

I searched my redmine installation for mailer.rb and found 2 occourcences.

my-server:/redmine# find -name mailer.rb
./vendor/plugins/redmine_messenger/lib/redmine_messenger/mailer.rb
./app/models/mailer.rb
Is it possible that the messenger plugin mailer.rb overrides the system mailer.rb one, so that doodle an other plugins can't find things any more?
I attached the mailer.rb from redmine .1.0.1 and messenger, which are very different.

Tx for support.

mailer_1_.rb Magnifier - redmine_messenger 0.0.9 from plugins lib/redmine_messenger/ folder (840 Bytes)

mailer_1_.rb Magnifier - redmine 1.0.1 from app/models folder (17.8 KB)

RE: Contacts plugin - Added by Kirill Bezrukov (RedmineUP) almost 12 years ago

Terence Mill wrote:

I searched my redmine installation for mailer.rb and found 2 occourcences.

my-server:/redmine# find -name mailer.rb
./vendor/plugins/redmine_messenger/lib/redmine_messenger/mailer.rb
./app/models/mailer.rb
Is it possible that the messenger plugin mailer.rb overrides the system mailer.rb one, so that doodle an other plugins can't find things any more?
I attached the mailer.rb from redmine .1.0.1 and messenger, which are very different.

Tx for support.

Did you solve the problem? Is it works, if delete /vendor/plugins/redmine_messenger/lib/redmine_messenger/mailer.rb

RE: Contacts plugin - Added by Terence Mill almost 12 years ago

I deinsatlled the messenger plugin and the problem went away, but no i got another error message:

NoMethodError (undefined method `[]' for nil:NilClass):
  vendor/plugins/redmine_screenshot_paste-1.1.0/init.rb:49:in `attach_files'
  vendor/plugins/redmine_contacts/app/controllers/contacts_controller.rb:189:in `add_note'
  passenger (2.2.14) lib/phusion_passenger/rack/request_handler.rb:92:in `process_request'
  passenger (2.2.14) lib/phusion_passenger/abstract_request_handler.rb:207:in `main_loop'
  passenger (2.2.14) lib/phusion_passenger/railz/application_spawner.rb:441:in `start_request_handler'
  passenger (2.2.14) lib/phusion_passenger/railz/application_spawner.rb:381:in `handle_spawn_application'
  passenger (2.2.14) lib/phusion_passenger/utils.rb:252:in `safe_fork'
  passenger (2.2.14) lib/phusion_passenger/railz/application_spawner.rb:377:in `handle_spawn_application'
  passenger (2.2.14) lib/phusion_passenger/abstract_server.rb:352:in `__send__'
  passenger (2.2.14) lib/phusion_passenger/abstract_server.rb:352:in `main_loop'
  passenger (2.2.14) lib/phusion_passenger/abstract_server.rb:196:in `start_synchronously'
  passenger (2.2.14) lib/phusion_passenger/abstract_server.rb:163:in `start'
  passenger (2.2.14) lib/phusion_passenger/railz/application_spawner.rb:222:in `start'
  passenger (2.2.14) lib/phusion_passenger/spawn_manager.rb:262:in `spawn_rails_application'
  passenger (2.2.14) lib/phusion_passenger/abstract_server_collection.rb:126:in `lookup_or_add'
  passenger (2.2.14) lib/phusion_passenger/spawn_manager.rb:256:in `spawn_rails_application'
  passenger (2.2.14) lib/phusion_passenger/abstract_server_collection.rb:80:in `synchronize'
  passenger (2.2.14) lib/phusion_passenger/abstract_server_collection.rb:79:in `synchronize'
  passenger (2.2.14) lib/phusion_passenger/spawn_manager.rb:255:in `spawn_rails_application'
  passenger (2.2.14) lib/phusion_passenger/spawn_manager.rb:154:in `spawn_application'
  passenger (2.2.14) lib/phusion_passenger/spawn_manager.rb:287:in `handle_spawn_application'
  passenger (2.2.14) lib/phusion_passenger/abstract_server.rb:352:in `__send__'
  passenger (2.2.14) lib/phusion_passenger/abstract_server.rb:352:in `main_loop'
  passenger (2.2.14) lib/phusion_passenger/abstract_server.rb:196:in `start_synchronously'

RE: Contacts plugin - Added by Marcel Verberg almost 12 years ago

I want to use your 1.1.3 Contacts plugin:

Unfortunally I get an error when installing:
Mysql::Error: Table 'tags' already exists: CREATE TABLE `tags` (`id` int(11) DEFAULT NULL auto_increment PRIMARY KEY, `name` varchar(255), `created_at` datetime, `updated_at` datetime) ENGINE=InnoDB

We also use the Knowledgebase plugin, which tags-table is conflicting with your.

Can you give some kind of workarround to, for example, rename your table to 'contacts_tags'.
So we can use your plugin as well?

RE: Contacts plugin - Added by Naouak Nawak almost 12 years ago

How can I submit a change in a translation file ?
French translation is incomplete and have some Flench in it (like "Compagnie")

RE: Contacts plugin - Added by Kirill Bezrukov (RedmineUP) almost 12 years ago

Quentin Burny wrote:

How can I submit a change in a translation file ?
French translation is incomplete and have some Flench in it (like "Compagnie")

You could post it in issue http://redmine.hgftr.ru/projects/contacts-plugin/issues

RE: Contacts plugin - Added by Naouak Nawak almost 12 years ago

Ok I will do so tomorrow.

RE: Contacts plugin - Added by Terence Mill almost 12 years ago

Terence Mill wrote:

I deinsatlled the messenger plugin and the problem went away, but no i got another error message:
[...]

Another problem is that if i add note, the site isn't updated automatically, the new note is only visible if i refresh the browser.

RE: Contacts plugin - Added by Kirill Bezrukov (RedmineUP) almost 12 years ago

Marcel Verberg wrote:

We also use the Knowledgebase plugin, which tags-table is conflicting with your.

I'll try to talk with that plugin developer about using gem act_as_taggble_on, as common solution

Can you give some kind of workarround to, for example, rename your table to 'contacts_tags'.
So we can use your plugin as well?

Of cause you can

RE: Contacts plugin - Added by Kirill Bezrukov (RedmineUP) almost 12 years ago

Terence Mill wrote:

Another problem is that if i add note, the site isn't updated automatically, the new note is only visible if i refresh the browser.

What browser do you use?

RE: Contacts plugin - Added by Kirill Bezrukov (RedmineUP) almost 12 years ago

Terence Mill wrote:

I deinsatlled the messenger plugin and the problem went away, but no i got another error message:
[...]

Looks like problem in vendor/plugins/redmine_screenshot_paste-1.1.0/init.rb witch replace attach_file method

RE: Contacts plugin - Added by Terence Mill almost 12 years ago

Kirill Bezrukov wrote:

Terence Mill wrote:

Another problem is that if i add note, the site isn't updated automatically, the new note is only visible if i refresh the browser.

What browser do you use?

.Chrome

RE: Contacts plugin - Added by Terence Mill almost 12 years ago

Kirill Bezrukov wrote:

Terence Mill wrote:

I deinsatlled the messenger plugin and the problem went away, but no i got another error message:
[...]

Looks like problem in vendor/plugins/redmine_screenshot_paste-1.1.0/init.rb witch replace attach_file method

Can u help me to solve this? Does the contacts plugin also overwrite the attach_file method, or is it that the screenshot patse variant does no refresh site after submit action?
I attached the init.rb file of the screenshot paste plugin.

init.rb Magnifier - init.rb of (1.55 KB)

RE: Contacts plugin - Added by Kirill Bezrukov (RedmineUP) almost 12 years ago

Terence Mill wrote:

Can u help me to solve this? Does the contacts plugin also overwrite the attach_file method, or is it that the screenshot patse variant does no refresh site after submit action?
I attached the attachment:init.rb file of the screenshot paste plugin.

I don't see any problems with this file, I think U have many conflicted plugins, U should try install clear redmine and consistently add plugins

RE: Contacts plugin - Added by Terence Mill almost 12 years ago

Yes i know its a conflicting problem, between redmine_messenger (https://github.com/mszczytowski/redmine_messenger) and ur plugin. As i said as soon as i deinstall the messenger plugin the contact plugins works, so there must be a method overwritten im messenger which makes ur contacts notes site no more update automatically. The author of the redmine messenger plugin don't seems to be active, and my ruby/rails know how isn't too good. Thats why i hoped you could help me out.

RE: Contacts plugin - Added by Kirill Bezrukov (RedmineUP) almost 12 years ago

Terence Mill wrote:

Yes i know its a conflicting problem, between redmine_messenger (https://github.com/mszczytowski/redmine_messenger) and ur plugin. As i said as soon as i deinstall the messenger plugin the contact plugins works, so there must be a method overwritten im messenger which makes ur contacts notes site no more update automatically. The author of the redmine messenger plugin don't seems to be active, and my ruby/rails know how isn't too good. Thats why i hoped you could help me out.

But U send this file /redmine_screenshot_paste-1.1.0/init.rb from another plugin. Attach a messenger init.rb and I'll try to catch the problem

RE: Contacts plugin - Added by Kirill Bezrukov (RedmineUP) almost 12 years ago

Released 1.1.4

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)}}

And fixed many bugs

RE: Contacts plugin - Added by Terence Mill almost 12 years ago

Tx a lot for sharing, i'll try it our and give feedback.
Would be great if u could share ur code with the community via github.

Merry Christmas!

RE: Contacts plugin - Added by Marcel Verberg almost 12 years ago

Were can we find release 1.1.4?

RE: Contacts plugin - Added by Terence Mill almost 12 years ago

Added german translation - replaced english words with german.

label_add_emails_rule: durch Komma separieren
label_add_phones_rule: durch Komma separieren
field_first_name: Name
field_last_name: Nachname
field_company: Firma
field_birthday: Geburtstag
field_contact_department: Abteilung

de.yml Magnifier (3.17 KB)

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