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CRM plugin¶ ↑

A Plugin for managing external companies and contacts in Redmine.

Description¶ ↑

• You can manage companies on a global level (by configuring a root project) or per-project

• A Company can be assigned to different (or none) projects

  • The CRM module in projects manages all companies belonging to this project

• Companies can be tagged in order to organize them

• Contacts belong to companies, a company can have different contacts (i.e. for different departments)

• You can define CRM-Actions (advertisement, customer aquisition or similar) for multiple companies

• Files can be attached to contacts and CRM-Actions (you must configure a root_project for attachments)

• Companies, CRM-Actions and Contacts are commentable

• The top panel contains a menu item “CRM” for global management (root project)

• The project panel contains a menu item “CRM” (if the module is active) for managing Companies assigned to this project

Install¶ ↑

1. Clone git repository into *<path/to/redmine>/plugins/redmine_crm*

2. Run

bundle install

1. Run

rake redmine:plugins:migrate

1. Restart Redmine (maybe not required)

2. Go to Administration -> plugins and configure the plugin

Uninstall¶ ↑

1. Run

redmine:plugins:migrate NAME=redmine_crm VERSION=0

1. Delete plugin folder *<path/to/redmine>/plugins/redmine_crm*

Versions¶ ↑

0.2.0¶ ↑

• CRM-Actions implemented

• CSV-Import/Export (attachments get exported seperately with folder structure)

• Root project is now responsible for “global” management of companies

• Multiple branches can be set per company

• Patch for projects fixed

0.1.0¶ ↑

• First usable version

• Basic management of companies and contacts

• Related to projects

• tagging

• attachments

Bugs, problems¶ ↑

This is my first redmine plugin in development, so expect some bugs. There are no tests (yet) and the structure is anything but solid (learning by doing).

Future plans¶ ↑

• Reorganize code, refactoring

• Improve (maybe change) relations for companies and projects

• Connect contacts to tickets

• Reports for contacts / clients