diff options
Diffstat (limited to 'doc/user/crm/index.md')
-rw-r--r-- | doc/user/crm/index.md | 20 |
1 files changed, 10 insertions, 10 deletions
diff --git a/doc/user/crm/index.md b/doc/user/crm/index.md index 53add75ee19..46e395af5bc 100644 --- a/doc/user/crm/index.md +++ b/doc/user/crm/index.md @@ -36,7 +36,7 @@ you must enable CRM features for the subgroup. To enable customer relations management in a group or subgroup: -1. On the left sidebar, at the top, select **Search GitLab** (**{search}**) to find your group or subgroup. +1. On the left sidebar, select **Search or go to** and find your group or subgroup. 1. Select **Settings > General**. 1. Expand the **Permissions and group features** section. 1. Select **Customer relations is enabled**. @@ -52,7 +52,7 @@ Prerequisites: To view a group's contacts: -1. On the left sidebar, at the top, select **Search GitLab** (**{search}**) to find your group. +1. On the left sidebar, select **Search or go to** and find your group. 1. Select **Plan > Customer contacts**. ![Contacts list](crm_contacts_v14_10.png) @@ -65,7 +65,7 @@ Prerequisites: To create a contact: -1. On the left sidebar, at the top, select **Search GitLab** (**{search}**) to find your group. +1. On the left sidebar, select **Search or go to** and find your group. 1. Select **Plan > Customer contacts**. 1. Select **New contact**. 1. Complete all required fields. @@ -82,7 +82,7 @@ Prerequisites: To edit an existing contact: -1. On the left sidebar, at the top, select **Search GitLab** (**{search}**) to find your group. +1. On the left sidebar, select **Search or go to** and find your group. 1. Select **Plan > Customer contacts**. 1. Next to the contact you wish to edit, select **Edit** (**{pencil}**). 1. Edit the required fields. @@ -100,7 +100,7 @@ Each contact can be in one of two states: To change the state of a contact: -1. On the left sidebar, at the top, select **Search GitLab** (**{search}**) to find your group. +1. On the left sidebar, select **Search or go to** and find your group. 1. Select **Plan > Customer contacts**. 1. Next to the contact you wish to edit, select **Edit** (**{pencil}**). 1. Select or clear the **Active** checkbox. @@ -116,7 +116,7 @@ Prerequisites: To view a group's organizations: -1. On the left sidebar, at the top, select **Search GitLab** (**{search}**) to find your group. +1. On the left sidebar, select **Search or go to** and find your group. 1. Select **Plan > Customer organizations**. ![Organizations list](crm_organizations_v14_10.png) @@ -129,7 +129,7 @@ Prerequisites: To create an organization: -1. On the left sidebar, at the top, select **Search GitLab** (**{search}**) to find your group. +1. On the left sidebar, select **Search or go to** and find your group. 1. Select **Plan > Customer organizations**. 1. Select **New organization**. 1. Complete all required fields. @@ -146,7 +146,7 @@ Prerequisites: To edit an existing organization: -1. On the left sidebar, at the top, select **Search GitLab** (**{search}**) to find your group. +1. On the left sidebar, select **Search or go to** and find your group. 1. Select **Plan > Customer organizations**. 1. Next to the organization you wish to edit, select **Edit** (**{pencil}**). 1. Edit the required fields. @@ -168,7 +168,7 @@ Prerequisites: To view a contact's issues, select a contact from the issue sidebar, or: -1. On the left sidebar, at the top, select **Search GitLab** (**{search}**) to find your group. +1. On the left sidebar, select **Search or go to** and find your group. 1. Select **Plan > Customer contacts**. 1. Next to the contact whose issues you wish to view, select **View issues** (**{issues}**). @@ -180,7 +180,7 @@ Prerequisites: To view an organization's issues: -1. On the left sidebar, at the top, select **Search GitLab** (**{search}**) to find your group. +1. On the left sidebar, select **Search or go to** and find your group. 1. Select **Plan > Customer organizations**. 1. Next to the organization whose issues you wish to view, select **View issues** (**{issues}**). |