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Diffstat (limited to 'doc/user/crm/index.md')
| -rw-r--r-- | doc/user/crm/index.md | 24 |
1 files changed, 22 insertions, 2 deletions
diff --git a/doc/user/crm/index.md b/doc/user/crm/index.md index d7ab2195e2d..2d1aeaa1c07 100644 --- a/doc/user/crm/index.md +++ b/doc/user/crm/index.md @@ -79,6 +79,21 @@ To edit an existing contact: You can also [edit](../../api/graphql/reference/index.md#mutationcustomerrelationscontactupdate) contacts using the GraphQL API. +#### Change the state of a contact + +Each contact can be in one of two states: + +- **Active**: contacts in this state can be added to an issue. +- **Inactive**: contacts in this state cannot be added to an issue. + +To change the state of a contact: + +1. On the top bar, select **Main 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. Select or clear the **Active** checkbox. +1. Select **Save changes**. + ## Organizations ### View organizations @@ -153,7 +168,7 @@ API. ### Add contacts to an issue -To add contacts to an issue use the `/add_contacts [contact:address@example.com]` +To add [active](#change-the-state-of-a-contact) 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 @@ -175,10 +190,15 @@ API. > - [Enabled on GitLab.com and self-managed](https://gitlab.com/gitlab-org/gitlab/-/issues/352123) in GitLab 15.0. > - [Generally available](https://gitlab.com/gitlab-org/gitlab/-/issues/352123) in GitLab 15.2. [Feature flag `contacts_autocomplete`](https://gitlab.com/gitlab-org/gitlab/-/issues/352123) removed. -When you use the `/add_contacts` or `/remove_contacts` quick actions, follow them with `[contact:` and an autocomplete list appears: +When you use the `/add_contacts` quick action, follow it with `[contact:` and an autocomplete list with the [active](#change-the-state-of-a-contact) contacts appears: ```plaintext /add_contacts [contact: +``` + +When you use the `/remove_contacts` quick action, follow it with `[contact:` and an autocomplete list with the contacts added to the issue appears: + +```plaintext /remove_contacts [contact: ``` |