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Diffstat (limited to 'doc/user/crm/index.md')
| -rw-r--r-- | doc/user/crm/index.md | 26 |
1 files changed, 23 insertions, 3 deletions
diff --git a/doc/user/crm/index.md b/doc/user/crm/index.md index f0f9a907a73..305cca33dd5 100644 --- a/doc/user/crm/index.md +++ b/doc/user/crm/index.md @@ -6,7 +6,11 @@ info: To determine the technical writer assigned to the Stage/Group associated w # Customer relations management (CRM) **(FREE)** -> - [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. +> [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. + +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. With customer relations management (CRM) you can create a record of contacts (individuals) and organizations (companies) and relate them to issues. @@ -133,7 +137,7 @@ API. ### Add contacts to an issue -To add contacts to an issue use the `/add_contacts` +To add 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 @@ -142,9 +146,25 @@ API. ### Remove contacts from an issue -To remove contacts from an issue use the `/remove_contacts` +To remove contacts from an issue use the `/remove_contacts [contact:address@example.com]` [quick action](../project/quick_actions.md). You can also add, remove, or replace issue contacts using the [GraphQL](../../api/graphql/reference/index.md#mutationissuesetcrmcontacts) 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. + +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. +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: + +```plaintext +/add_contacts [contact: +/remove_contacts [contact: +``` |