debian-mirror-gitlab/doc/user/crm/index.md

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Customer relations management (CRM) (FREE)

FLAG: On self-managed GitLab, by default this feature is not available. To make it available, ask an administrator to enable the feature flag named customer_relations. On GitLab.com, this feature is not available.

• Introduced in GitLab 14.6 with a flag named customer_relations. Disabled by default.
• In GitLab 14.8 and later, you can create contacts and organizations only in root groups.

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

Contacts and organizations can only be created for root groups.

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.

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 ({pencil}).
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.

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

To edit an existing organization:

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 you wish to edit, select Edit ({pencil}).
4. Edit the required fields.
5. Select Save changes.

You can also 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 ({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 ({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.

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 [contact:address@example.com] 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 [contact:address@example.com] quick action.

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

Autocomplete contacts (FREE SELF)

Introduced in GitLab 14.8 with a flag 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 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:

/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.