Customer relations management (CRM)

Version history

With customer relations management (CRM) you can create a record of contacts (individuals) and organizations (companies) and relate them to issues.

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.

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.
  2. On the left sidebar, select Settings > General.
  3. Expand the Permissions and group features section.
  4. Select Enable customer relations.
  5. Select Save changes.

Contacts

View contacts linked to a group

To view a group’s contacts:

  1. On the top bar, select Menu > Groups and find your group.
  2. On the left sidebar, select Customer relations > Contacts.

Contacts list

Create a contact

To create a contact:

  1. On the top bar, select Menu > Groups and find your group.
  2. On the left sidebar, select Customer relations > Contacts.
  3. Select New contact.
  4. Complete all required fields.
  5. Select Create new contact.

You can also create contacts using the GraphQL API.

Edit a contact

To edit an existing contact:

  1. On the top bar, select Menu > Groups and find your group.
  2. On the left sidebar, select Customer relations > Contacts.
  3. Next to the contact you wish to edit, select Edit ().
  4. Edit the required fields.
  5. Select Save changes.

You can also edit contacts using the GraphQL API.

Organizations

View organizations

To view a group’s organizations:

  1. On the top bar, select Menu > Groups and find your group.
  2. On the left sidebar, select Customer relations > Organizations.

Organizations list

Create an organization

To create an organization:

  1. On the top bar, select Menu > Groups and find your group.
  2. On the left sidebar, select Customer relations > Organizations.
  3. Select New organization.
  4. Complete all required fields.
  5. Select Create new organization.

You can also create organizations using the GraphQL API.

Edit an organization

You can only edit organizations using the GraphQL API.

Issues

View issues linked to a contact

To view a contact’s issues:

  1. On the top bar, select Menu > Groups and find your group.
  2. On the left sidebar, select Customer relations > Contacts.
  3. Next to the contact whose issues you wish to view, select View issues ().

View issues linked to an organization

To view an organization’s issues:

  1. On the top bar, select Menu > Groups and find your group.
  2. On the left sidebar, select Customer relations > Organizations.
  3. Next to the organization whose issues you wish to view, select View issues ().

View contacts linked to an issue

You can view contacts associated with an issue in the right sidebar.

To view a contact’s details, hover over the contact’s name.

Issue contacts

You can also view issue contacts using the GraphQL API.

Add or remove issue contacts

Add contacts to an issue

To add contacts to an issue use the /add_contacts quick action.

You can also add, remove, or replace issue contacts using the GraphQL API.

Remove contacts from an issue

To remove contacts from an issue use the /remove_contacts quick action.

You can also add, remove, or replace issue contacts using the GraphQL API.