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Diffstat (limited to 'doc/user/crm/index.md')
-rw-r--r-- | doc/user/crm/index.md | 34 |
1 files changed, 31 insertions, 3 deletions
diff --git a/doc/user/crm/index.md b/doc/user/crm/index.md index 1fb628cf505..7fc11add2cd 100644 --- a/doc/user/crm/index.md +++ b/doc/user/crm/index.md @@ -49,7 +49,7 @@ To view a group's contacts: 1. On the top bar, select **Menu > Groups** and find your group. 1. On the left sidebar, select **Customer relations > Contacts**. -![Contacts list](crm_contacts_v14_6.png) +![Contacts list](crm_contacts_v14_10.png) ### Create a contact @@ -86,7 +86,7 @@ To view a group's organizations: 1. On the top bar, select **Menu > Groups** and find your group. 1. On the left sidebar, select **Customer relations > Organizations**. -![Organizations list](crm_organizations_v14_6.png) +![Organizations list](crm_organizations_v14_10.png) ### Create an organization @@ -103,7 +103,15 @@ organizations using the GraphQL API. ### Edit an organization -You can only [edit](../../api/graphql/reference/index.md#mutationcustomerrelationsorganizationupdate) +To edit an existing organization: + +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 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#mutationcustomerrelationsorganizationupdate) organizations using the GraphQL API. ## Issues @@ -171,3 +179,23 @@ When you use the `/add_contacts` or `/remove_contacts` quick actions, follow the /add_contacts [contact: /remove_contacts [contact: ``` + +## Moving objects with CRM entries + +The root group is the topmost group in the group hierarchy. + +When you move an issue, project, or group **within the same group hierarchy**, +issues retain their contacts. + +When you move an issue or project and the **root group changes**, +issues lose their contacts. + +When you move a group and its **root group changes**: + +- All unique contacts and organizations are migrated to the new root group. +- Contacts that already exist (by email address) are deemed duplicates and deleted. +- Organizations that already exist (by name) are deemed duplicates and deleted. +- All issues retain their contacts or are updated to point at contacts with the same email address. + +If you do not have permission to create contacts and organizations in the new +root group, the group transfer fails. |