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nexedi
gitlab-ce
Commits
72ec257c
Commit
72ec257c
authored
Dec 16, 2021
by
Lee Tickett
Committed by
Marcin Sedlak-Jakubowski
Dec 16, 2021
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Update crm docs to reflect new functionality
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b7473453
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@@ -22,6 +22,8 @@ To read more about what is planned for the future, see [issue 2256](https://gitl
## Contacts
### View contacts linked to a group
To view a group's contacts:
1.
On the top bar, select
**Menu > Groups**
and find your group.
...
...
@@ -29,12 +31,36 @@ To view a group's contacts:
![
Contacts list
](
crm_contacts_v14_6.png
)
You can only
[
create
](
../../api/graphql/reference/index.md#mutationcustomerrelationscontactcreate
)
or
[
update
](
../../api/graphql/reference/index.md#mutationcustomerrelationscontactupdate
)
### Create a contact
To create a contact:
1.
On the top bar, select
**Menu > Groups**
and find your group.
1.
On the left sidebar, select
**Customer relations > Contacts**
.
1.
Select
**New contact**
.
1.
Complete all required fields.
1.
Select
**Create new contact**
.
You can also
[
create
](
../../api/graphql/reference/index.md#mutationcustomerrelationscontactcreate
)
contacts using the GraphQL API.
### Edit a contact
To edit an existing contact:
1.
On the top bar, select
**Menu > Groups**
and find your group.
1.
On the left sidebar, select
**Customer relations > Contacts**
.
1.
Next to the contact you wish to edit, select
**Edit**
(
**{pencil}**
).
1.
Edit the required fields.
1.
Select
**Save changes**
.
You can also
[
edit
](
../../api/graphql/reference/index.md#mutationcustomerrelationscontactupdate
)
contacts using the GraphQL API.
## Organizations
### View organizations
To view a group's organizations:
1.
On the top bar, select
**Menu > Groups**
and find your group.
...
...
@@ -42,13 +68,43 @@ To view a group's organizations:
![
Organizations list
](
crm_organizations_v14_6.png
)
You can only
[
create
](
../../api/graphql/reference/index.md#mutationcustomerrelationsorganizationcreate
)
or
[
update
](
../../api/graphql/reference/index.md#mutationcustomerrelationsorganizationupdate
)
### Create an organization
To create an organization:
1.
On the top bar, select
**Menu > Groups**
and find your group.
1.
On the left sidebar, select
**Customer relations > Organizations**
.
1.
Select
**New organization**
.
1.
Complete all required fields.
1.
Select
**Create new organization**
.
You can also
[
create
](
../../api/graphql/reference/index.md#mutationcustomerrelationsorganizationcreate
)
organizations using the GraphQL API.
### Edit an organization
You can only
[
edit
](
../../api/graphql/reference/index.md#mutationcustomerrelationsorganizationupdate
)
organizations using the GraphQL API.
## Issues
### View issue contacts
### View issues linked to a contact
To view a contact's issues:
1.
On the top bar, select
**Menu > Groups**
and find your group.
1.
On the left sidebar, select
**Customer relations > Contacts**
.
1.
Next to the contact whose issues you wish to view, select
**View issues**
(
**{issues}**
).
### View issues linked to an organization
To view an organization's issues:
1.
On the top bar, select
**Menu > Groups**
and find your group.
1.
On the left sidebar, select
**Customer relations > Organizations**
.
1.
Next to the organization whose issues you wish to view, select
**View issues**
(
**{issues}**
).
### View contacts linked to an issue
You can view contacts associated with an issue in the right sidebar.
...
...
@@ -66,9 +122,17 @@ Prerequisites:
-
You must have at least the
[
Developer role
](
../permissions.md#project-members-permissions
)
for a group.
### Add contacts to an issue
To add contacts to an issue use the
`/add_contacts`
[
quick action
](
../project/quick_actions.md
)
.
You can also add, remove, or replace issue contacts using the
[
GraphQL
](
../../api/graphql/reference/index.md#mutationissuesetcrmcontacts
)
API.
### Remove contacts from an issue
To remove contacts from an issue use the
`/remove_contacts`
[
quick action
](
../project/quick_actions.md
)
.
...
...
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