@@ -6,7 +6,11 @@ info: To determine the technical writer assigned to the Stage/Group associated w
# Customer relations management (CRM) **(FREE)**
> - [Introduced](https://gitlab.com/gitlab-org/gitlab/-/issues/2256) in GitLab 14.6 [with a flag](../../administration/feature_flags.md) named `customer_relations`. Disabled by default.
> [Introduced](https://gitlab.com/gitlab-org/gitlab/-/issues/2256) in GitLab 14.6 [with a flag](../../administration/feature_flags.md) named `customer_relations`. Disabled by default.
FLAG:
On self-managed GitLab, by default this feature is not available. To make it available, ask an administrator to [enable the feature flag](../../administration/feature_flags.md) named `customer_relations`.
On GitLab.com, this feature is not available.
With customer relations management (CRM) you can create a record of contacts
(individuals) and organizations (companies) and relate them to issues.
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@@ -133,7 +137,7 @@ API.
### Add contacts to an issue
To add contacts to an issue use the `/add_contacts`
To add contacts to an issue use the `/add_contacts [contact:address@example.com]`
[quick action](../project/quick_actions.md).
You can also add, remove, or replace issue contacts using the
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@@ -142,9 +146,25 @@ API.
### Remove contacts from an issue
To remove contacts from an issue use the `/remove_contacts`
To remove contacts from an issue use the `/remove_contacts [contact:address@example.com]`
[quick action](../project/quick_actions.md).
You can also add, remove, or replace issue contacts using the
> [Introduced](https://gitlab.com/gitlab-org/gitlab/-/issues/2256) in GitLab 14.8 [with a flag](../../administration/feature_flags.md) named `contacts_autocomplete`. Disabled by default.
FLAG:
On self-managed GitLab, by default this feature is not available. To make it available, ask an administrator to [enable the feature flag](../../administration/feature_flags.md) named `contacts_autocomplete`.
On GitLab.com, this feature is not available.
This feature is not ready for production use.
When you use the `/add_contacts` or `/remove_contacts` quick actions, follow them with `[contact:` and an autocomplete list appears:
| `/add_contacts email1 email2` | **{check-circle}** Yes | **{dotted-circle}** No | **{dotted-circle}** No | Add one or more [CRM contacts](../crm/index.md)([introduced in GitLab 14.6](https://gitlab.com/gitlab-org/gitlab/-/merge_requests/73413)). |
| `/add_contacts [contact:email1@example.com] [contact:email2@example.com]` | **{check-circle}** Yes | **{dotted-circle}** No | **{dotted-circle}** No | Add one or more [CRM contacts](../crm/index.md)([introduced in GitLab 14.6](https://gitlab.com/gitlab-org/gitlab/-/merge_requests/73413)). |
| `/approve` | **{dotted-circle}** No | **{check-circle}** Yes | **{dotted-circle}** No | Approve the merge request. |
| `/assign @user1 @user2` | **{check-circle}** Yes | **{check-circle}** Yes | **{dotted-circle}** No | Assign one or more users. |
@@ -89,7 +89,7 @@ threads. Some quick actions might not be available to all subscription tiers.
| `/relabel ~label1 ~label2` | **{check-circle}** Yes | **{check-circle}** Yes | **{check-circle}** Yes | Replace current labels with those specified. |
| `/relate #issue1 #issue2` | **{check-circle}** Yes | **{dotted-circle}** No | **{dotted-circle}** No | Mark issues as related. |
| `/remove_child_epic <epic>` | **{dotted-circle}** No | **{dotted-circle}** No | **{check-circle}** Yes | Remove child epic from `<epic>`. The `<epic>` value should be in the format of `&epic`, `group&epic`, or a URL to an epic ([introduced in GitLab 12.0](https://gitlab.com/gitlab-org/gitlab/-/issues/7330)). |
| `/remove_contacts email1 email2` | **{check-circle}** Yes | **{dotted-circle}** No | **{dotted-circle}** No | Remove one or more [CRM contacts](../crm/index.md)([introduced in GitLab 14.6](https://gitlab.com/gitlab-org/gitlab/-/merge_requests/73413)). |
| `/remove_contacts [contact:email1@example.com] [contact:email2@example.com]` | **{check-circle}** Yes | **{dotted-circle}** No | **{dotted-circle}** No | Remove one or more [CRM contacts](../crm/index.md)([introduced in GitLab 14.6](https://gitlab.com/gitlab-org/gitlab/-/merge_requests/73413)). |
| `/remove_due_date` | **{check-circle}** Yes | **{dotted-circle}** No | **{dotted-circle}** No | Remove due date. |
| `/remove_epic` | **{check-circle}** Yes | **{dotted-circle}** No | **{dotted-circle}** No | Remove from epic. |
| `/remove_estimate` | **{check-circle}** Yes | **{check-circle}** Yes | **{dotted-circle}** No | Remove time estimate. |
let(:does_not_exist_or_no_permission){"The resource that you are attempting to access does not exist or you don't have permission to perform this action"}
let(:does_not_exist_or_no_permission){"The resource that you are attempting to access does not exist or you don't have permission to perform this action"}