diff options
Diffstat (limited to 'doc/user/crm/index.md')
| -rw-r--r-- | doc/user/crm/index.md | 14 |
1 files changed, 7 insertions, 7 deletions
diff --git a/doc/user/crm/index.md b/doc/user/crm/index.md index 7a400205e30..b5287816052 100644 --- a/doc/user/crm/index.md +++ b/doc/user/crm/index.md @@ -9,10 +9,7 @@ info: To determine the technical writer assigned to the Stage/Group associated w > - [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. +> - [Feature flag removed](https://gitlab.com/gitlab-org/gitlab/-/issues/346082) in GitLab 15.1. With customer relations management (CRM) you can create a record of contacts (individuals) and organizations (companies) and relate them to issues. @@ -33,9 +30,13 @@ To read more about what is planned for the future, see [issue 2256](https://gitl ## Enable customer relations management (CRM) -To enable customer relations management in a group: +Customer relations management features must be enabled at the group level. If your +group also contains subgroups, and you want to use CRM features in the subgroup, +you must enable CRM features for the subgroup. -1. On the top bar, select **Menu > Groups** and find your group. +To enable customer relations management in a group or subgroup: + +1. On the top bar, select **Menu > Groups** and find your group or subgroup. 1. On the left sidebar, select **Settings > General**. 1. Expand the **Permissions and group features** section. 1. Select **Enable customer relations**. @@ -173,7 +174,6 @@ API. 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 `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: |