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Diffstat (limited to 'doc/user/crm/index.md')
| -rw-r--r-- | doc/user/crm/index.md | 31 |
1 files changed, 20 insertions, 11 deletions
diff --git a/doc/user/crm/index.md b/doc/user/crm/index.md index d68ce0a4f7a..f0f9a907a73 100644 --- a/doc/user/crm/index.md +++ b/doc/user/crm/index.md @@ -6,13 +6,7 @@ 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. - -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. -You should not use this feature for production environments. +> - [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. With customer relations management (CRM) you can create a record of contacts (individuals) and organizations (companies) and relate them to issues. @@ -20,6 +14,25 @@ With customer relations management (CRM) you can create a record of contacts You can use contacts and organizations to tie work to customers for billing and reporting purposes. To read more about what is planned for the future, see [issue 2256](https://gitlab.com/gitlab-org/gitlab/-/issues/2256). +## Permissions + +| Permission | Guest | Reporter | Developer, Maintainer, and Owner | +| ---------- | ---------------- | -------- | -------------------------------- | +| View contacts/organizations | | ✓ | ✓ | +| View issue contacts | | ✓ | ✓ | +| Add/remove issue contacts | | ✓ | ✓ | +| Create/edit contacts/organizations | | | ✓ | + +## Enable customer relations management (CRM) + +To enable customer relations management in a group: + +1. On the top bar, select **Menu > Groups** and find your group. +1. On the left sidebar, select **Settings > General**. +1. Expand the **Permissions and group features** section. +1. Select **Enable customer relations**. +1. Select **Save changes**. + ## Contacts ### View contacts linked to a group @@ -118,10 +131,6 @@ API. ### Add or remove issue contacts -Prerequisites: - -- You must have at least the [Developer role](../permissions.md#project-members-permissions) for a group. - ### Add contacts to an issue To add contacts to an issue use the `/add_contacts` |