diff options
Diffstat (limited to 'doc/user/crm/index.md')
-rw-r--r-- | doc/user/crm/index.md | 18 |
1 files changed, 10 insertions, 8 deletions
diff --git a/doc/user/crm/index.md b/doc/user/crm/index.md index 7fc11add2cd..7a400205e30 100644 --- a/doc/user/crm/index.md +++ b/doc/user/crm/index.md @@ -6,12 +6,13 @@ info: To determine the technical writer assigned to the Stage/Group associated w # Customer relations management (CRM) **(FREE)** -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. - > - [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. > - In GitLab 14.8 and later, you can [create contacts and organizations only in root groups](https://gitlab.com/gitlab-org/gitlab/-/issues/350634). +> - [Enabled on GitLab.com and self-managed](https://gitlab.com/gitlab-org/gitlab/-/issues/346082) in GitLab 15.0. + +FLAG: +On self-managed GitLab, by default this feature is available. To hide the feature, ask an administrator to [disable the feature flag](../../administration/feature_flags.md) named `customer_relations`. +On GitLab.com, this feature is available. With customer relations management (CRM) you can create a record of contacts (individuals) and organizations (companies) and relate them to issues. @@ -118,7 +119,7 @@ organizations using the GraphQL API. ### View issues linked to a contact -To view a contact's issues: +To view a contact's issues, select a contact from the issue sidebar, or: 1. On the top bar, select **Menu > Groups** and find your group. 1. On the left sidebar, select **Customer relations > Contacts**. @@ -166,11 +167,12 @@ API. ## Autocomplete contacts **(FREE SELF)** -> [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. +> - [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. +> - [Enabled on GitLab.com and self-managed](https://gitlab.com/gitlab-org/gitlab/-/issues/352123) in GitLab 15.0. 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. +On self-managed GitLab, by default this feature is available. To hide the feature, ask an administrator to [disable the feature flag](../../administration/feature_flags.md) named `contacts_autocomplete`. +On GitLab.com, this feature is 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: |