• Contacts Journal Crm Review
• Contacts Journal Crm 2 1 1 0 1 Beta

Plugins Directory » CRM

Create and manage workflows and sales funnel. Keep full control with reports and filters. All with a light yet robust CRM Plugin.

Version 2.1.1 Fixes crash when visiting Settings -Customize Add Contact page. Please see our help website for examples of shortcuts integrations, like 'creating a new contact + sending them an iMessage with your contact information'. Contacts Journal CRM helps you manage your relationships with your network of clients and contacts. It’s particularly useful for: - customer relationship management for small businesses - tracking conversations with your clients - managing your sales pipeline.

• Contact notes
• Attachments to contacts, deals
• Issues related to contacts (on the Contact page and Issue page)
• Deals, deals workflow
• Tags
• Contacts filtering (such as for Issues)
• Issues filtering by contacts
• Contacts wiki macros
• Email notifications
• Export contacts to vCard (vpim gem), CSV, XML
• Import contacts from CSV and Google Contacts
• Manage duplicates
• Custom fields for contacts, deals, notes
• Global search integration
• REST API for contacts
• Translated into 24 languages: Azerbaijan, Czech, Danish, German, English, Spanish, Greek, French, Hungarian, Italian, Japanese, Korean, Dutch, Norwegian, Polish, Portuguese (Brazil), Russian, Slovak, Serbian, Swedish, Turkish, Chinese, Chinese (Taiwan), Vietnamese
• Integrated with Helpdesk plugin [Helpdesk - developer's site][Helpdesk at Redmine.org]
• Integrated with Invoices plugin [Invoices - developer's site][Invoices at Redmine.org]
• Integrated with MailChimp, via an additional plugin. Allows managing subscribers from CRM contacts and companies. See Mailchimp Integration

Contacts
With the CRM plugin, you can access any necessary information about the contacts. You will see all related information from Redmine and our integrated plugins, such as issues, orders, products, tickets, or projects in which contact is accessible. You can assign a different level of visibility and access to the same contact in various projects.

Notes
You can attach notes and files to contacts—files, drafts of offers, sales documents, agreements, presentations, or any other you find relevant. For each note you can add information of type of contact (by phone, email, meeting) and tags.

Deals
The PRO version lets you manage Deals, which are Sales Opportunities. By setting up the probability of success for the deal, you can estimate your income. Tracking deals and status is easy and comes with many options. You can choose to display deals from the funnel, through a calendar, Gantt chart up to Kanban-like boards that let you modify, track, and edit operations on deals in an easy way. You can set use deal statuses to set up custom sales funnel and track income at every stage.

See related issues
On the contact card, you can see all related issues assigned to a certain person. This functionality enables you to immediately check the history of correspondence and status of tickets before the contact.

Send emails
Using CRM plugin you can send emails straight from Redmine and not only text. https://eekqqt.over-blog.com/2021/01/adobe-character-animator-cc-2018-1-1.html. You can attach files or related issues, notes, and add related contacts to the CC. You can also use email dropbox functionality to forward any email correspondence with attachments and store it under one issue.

Installation notes

Install¶

• Copy redmine_contacts_plugin to vendor/plugins on your redmine path
• Run bundle install
• Run rake redmine:plugins RAILS_ENV=production

Conflicted with redmine_customer plugin

Uninstall¶

Changelog

4.3.2 (2020-08-17)

Compatible with Redmine 4.1.x, 4.0.x, 3.4.x, 3.3.x, 3.2.x, 3.1.x, 3.0.x, 2.6.x.

• Fixed Note API response format
• Fixed initial install error for redmine 4.2
• Fixed deal contacts filter bug
• Fixed Contact Custom Field for emails body

4.3.1 (2020-07-17)

Compatible with Redmine 4.1.x, 4.0.x, 3.4.x, 3.3.x, 3.2.x, 3.1.x, 3.0.x, 2.6.x.

• Added Deal due date reminder rake
• German locale update
• Deal's products API
• zh-TW locale added
• Fixed time report bug
• Fixed plugin load
• Fixed settings update bug
• Fixed contact notification bug
• Fixed contact projects relation bug

4.3.0 (2020-04-08)

Compatible with Redmine 4.1.x, 4.0.x, 3.4.x, 3.3.x, 3.2.x, 3.1.x, 3.0.x, 2.6.x.

• Contacts and Deals relations move to Custom fields
• Fixed settings save bug
• Fixed bug with contacts list display
• Fixed deal export bug

4.2.7 (2020-01-31)

Compatible with Redmine 4.1.x, 4.0.x, 3.4.x, 3.3.x, 3.2.x, 3.1.x, 3.0.x, 2.6.x.

• Fixed settings bug
• Fixed select2 styles

4.2.6 (2019-12-20)

Compatible with Redmine 4.1.x, 4.0.x, 3.4.x, 3.3.x, 3.2.x, 3.1.x, 3.0.x, 2.6.x.

• Redmine 4.1 styles support
• Removed contacts settings table
• Fixed Duplicate button locale
• Fixed gmail connect bug
• Fixed responsible bug
• Fixed live search missed fields bug
• Fixed helpdesk forms bug on change issue params
• Fixed new issue without project bug

4.2.5 (2019-05-16)

Compatible with Redmine 4.0.x, 3.4.x, 3.3.x, 3.2.x, 3.1.x, 3.0.x, 2.6.x.

• Multiaddress results for select2 was added
• Fixed contact email attachements
• Fixed StatementInvalid namespace bug
• Fixed company custom field filter bug

4.2.4 (2019-04-15)

Compatible with Redmine 4.0.x, 3.4.x, 3.3.x, 3.2.x, 3.1.x, 3.0.x, 2.6.x.

• Redmine 4.0.3 support
• Fixed report csv bug
• Fixed unchecked company bug
• Fix deals field on issues edit form
• Fixed CRM custom field bug
• Fixed invoice custom field PDF export bug
• Fixed error for Contact custom field on issue save
• Fixed XSS injection
• Fixed query roles visibility bug
• Redmine consistency fixes

4.2.3 (2018-11-27)

Compatible with Redmine 4.0.x, 3.4.x, 3.3.x, 3.2.x, 3.1.x, 3.0.x, 2.6.x.

• Fixed grouped sorted queries bug
• Fixed empty deal date bug
• Fixed contact related projects duplication
• Fixed contacts column pdf export

4.2.2 (2018-10-30)

Compatible with Redmine 4.0.x, 3.4.x, 3.3.x, 3.2.x, 3.1.x, 3.0.x, 2.6.x.

• Added Contact custom field type
• Fixed bug with deal's product lines
• New Redmine mail processing support
• Rised limit of contacts in select2 to 30
• Tags filter works by condition AND
• Added date-field support for date inputs

4.2.1 (2018-08-02)

Compatible with Redmine 4.0.x, 3.4.x, 3.3.x, 3.2.x, 3.1.x, 3.0.x, 2.6.x.

• New deal selection control on issue page
• New control for tags selection and filter
• Deal price precision increased
• Limit for deal name 255 symbols
• Fixed bug with upload attachments without View deals permission
• Fixed PG error on duplicates search

4.1.2 (2018-02-22)

Compatible with Redmine 4.0.x, 3.4.x, 3.3.x, 3.2.x, 3.1.x, 3.0.x, 2.6.x, 2.5.x, 2.4.x, 2.3.x.

• Redmine 4.0 dev support
• Select2 control issue's deal
• New CSV export UI for Contacts
• Deals layout fixes
• Show contacts deals on a company profile
• Avatar image on click action changed to show
• Fixed contacts column output for issues table
• Fixed deals pipeline bugs
• Fixed bug with import_settings
• Added missing assigned_to to Excel export
• Email validator fixes
• Duplications seach fixes

4.1.1 (2017-07-07)

Compatible with Redmine 3.4.x, 3.3.x, 3.2.x, 3.1.x, 3.0.x, 2.6.x, 2.5.x, 2.4.x, 2.3.x.

• Redmine 3.4 support
• New styles for monochrome tags
• Fixed company rename bug
• Email validation fix
• Select2 drop box fix

4.1.0 (2017-05-30)

Compatible with Redmine 3.4.x, 3.3.x, 3.2.x, 3.1.x, 3.0.x, 2.6.x, 2.5.x, 2.4.x, 2.3.x, 2.2.x, 2.1.x.

• Added Select2 to contact filters
• Primary email was added to dublicate search
• Chinese translation update
• Fixed deal price precision bug
• Fixed avatar upload on modal form
• Fixed multivalues field import bug

4.0.7 (2017-03-02)

Compatible with Redmine 3.4.x, 3.3.x, 3.2.x, 3.1.x, 3.0.x, 2.6.x, 2.5.x, 2.4.x, 2.3.x.

• Select2 control for selecting contacts and companies
• Modal for adding contacts to deal
• Fixed history log for done issue from contact page
• Fixed delete confirmation message for contacts, deals and notes
• Serbian translations (Aleksandar Pavic)

4.0.6 (2017-02-07)

Compatible with Redmine 3.4.x, 3.3.x, 3.2.x, 3.1.x, 3.0.x, 2.6.x, 2.5.x, 2.4.x, 2.3.x.

• Deal lines with Products plugin
• Email incorrect format validation
• Fixed bulk edit tag fields

4.0.5 (2016-11-17)

Compatible with Redmine 3.3.x, 3.2.x, 3.1.x, 3.0.x, 2.6.x, 2.5.x, 2.4.x, 2.3.x.

• '+' button support
• New pagination styles
• IDs filters for contacts and deals
• German translation update (Marcel Müller)
• User activity duplication bug fixed
• Sales funnel bug fixed
• Fixed bug with select all contacts
• Fixed Russian 'б' in tags field
• Fixed encoding bug in vCard export
• Fixed bug with deal amount delimiter
• Fixed bug with sending attaches via email
• Import views compatibility fixes

4.0.4 (2015-12-03)

Compatible with Redmine 3.2.x, 3.1.x, 3.0.x, 2.6.x, 2.5.x, 2.4.x, 2.3.x.

• Fixed major currencies bug
• Fixed bug with deals statistics
• Fixed bug with last notes duplication

4.0.3 (2015-11-06)

Compatible with Redmine 3.2.x, 3.1.x, 3.0.x, 2.6.x, 2.5.x, 2.4.x, 2.3.x.

• New import UI for redmine 3.2+
• Fixed company contacts show bug
• Fixed notes custom field bug
• Fixed bug with contacts queries
• Fixed bug with bigtext in contact notes
• Fixed custom field bug in Windows Edge
• Fixed bug with deal watchers delete link
• Fixed bug with contact url on contacts list view

4.0.2 (2015-08-24)

Compatible with Redmine 3.1.x, 3.0.x, 2.6.x, 2.5.x, 2.4.x, 2.3.x.

• Recalculate deals amount on board view
• Fixed bug with import State and Country fields
• Fixed bug with search in SQL Server

4.0.1 (2015-06-18)

Compatible with Redmine 3.1.x, 3.0.x, 2.6.x, 2.5.x, 2.4.x, 2.3.x.

• Fixed but with contact avatar preview
• Fixed bug on user creation
• Fixed CSV export error for trunk Redmine version

4.0.0 (2015-06-16)

Compatible with Redmine 3.0.x, 2.6.x, 2.5.x, 2.4.x, 2.3.x.

• Redmine 3 support
• Spanish Translation update (Luis Blasco)
• Chinese translation (zhoutt)
• Fixed bug with sorting contacts by assignee
• ID field for contacts list

3.4.5 (2015-03-19)

Compatible with Redmine 2.6.x, 2.5.x, 2.4.x, 2.3.x.

• List optional filter for contact on issues list
• French translation update (Olivier Houdas)
• Swedish translation update (Khedron Wilk)
• Fixed recursion in contact creation
• redirect_on_sucess param for REST API contact creation
• Portuguese Brazilian Translation update (Leandro Gehlen)
• Spanish Translation update (Luis Blasco)
• Deal probability filter added (Jacek Dyło)
• Fixed bug with deal category deletion (Jacek Dyło)

3.4.4 (2014-11-14)

Compatible with Redmine 2.6.x, 2.5.x, 2.4.x, 2.3.x.

• Custom fields fixes for Redmine < 2.5
• REST API for managing contact avatars
• Deals pipeline list view

3.4.3 (2014-11-10)

Compatible with Redmine 2.6.x, 2.5.x, 2.4.x, 2.3.x.

• Deals calendar view
• Company custom field
• Permissions for managing contact issue relations
• Expected revenue field and totals for deals table
• Serbian translation (Radenko)
• Fixed bug with create contact select (Modal window)
• Fixed bug with contacts table columns after quick search

3.4.2 (2014-10-16)

Compatible with Redmine 2.6.x, 2.5.x, 2.4.x, 2.3.x.

• Deal custom fields styles
• Contact name formats
• Global search by custom values
• Autocomplete contacts and deals search by tokens
• Deal add contact select limited by 50 contacts
• Cross-project deals autocomplete on issue edit form
• Fixed bug with group by custom field
• Notifications fixes

3.4.1 (2014-10-02)

Compatible with Redmine 2.6.x, 2.5.x, 2.4.x, 2.3.x.

• Seaching contacts by email in global redmine search
• Default country for address selection
• Greek translation (Filippos Karapetis)
• CSV import utf-8 fixes
• Fixed global list assignees and authors filters
• Fixed bug with contacts list custom field sorting
• Add uniqueness for contact first name on scope last name, company and email

3.4.0 (2014-09-21)

Compatible with Redmine 2.6.x, 2.5.x, 2.4.x, 2.3.x.

• Deal issues
• Spent time reports for deal and deal's contact
• Added currency and background filters for deals
• Added currency field for deals table
• Added formating for probability field
• Permissions check for issue list contact columns and filters
• Fixed bug with cached tags on tags merge, edit and delete
• REST API for contact projects create/destroy
• REST API for contact tag list

3.3.0 (2014-09-15)

Compatible with Redmine 2.6.x, 2.5.x, 2.4.x, 2.3.x. Audio hijack 3 6 45.

• Deal queries
• REST API for deal statuses, contacts queries and deal categories
• CSV export custsom field columns order fixes (Sascha Hübner)
• CSV deals export empty price fixes
• Added deal name field to REST API
• Fixed bug with user creation from contact page
• Mark Deals menu item as selected on import

3.2.17 (2014-05-16)

Compatible with Redmine 2.6.x, 2.5.x, 2.4.x, 2.3.x, 2.2.x, 2.1.x.

• Deal macro deleted from light version
• New styles for color picker
• Compatibility fixes with other RedmineCRM plugins

3.2.16 (2014-05-03)

Compatible with Redmine 2.6.x, 2.5.x, 2.4.x, 2.3.x, 2.2.x, 2.1.x.

• Permission for export contacs & deals
• French translation update by Olivier Houdas
• Spanish tranlsation update by Leandro Russo
• Merge contacts fixes

3.2.15 (2014-03-31)

Compatible with Redmine 2.5.x, 2.4.x, 2.3.x, 2.2.x, 2.1.x.

• Translation fixes for notes global search
• Disable unique validation by contact name
• Ajax contact tabs
• Fixed bug with Liquid gem requirements
• Fixed global search by contact note

3.2.14 (2014-02-25)

Compatible with Redmine 2.5.x, 2.4.x, 2.3.x, 2.2.x, 2.1.x.

• Update Polish translation (Szymon Anders)
• Fixed bug with custom fields grouping in Contacts queries
• Fixed bug with bulk edit contacts with multiple value custom fields
• Fixed bug with date filters in contacts list

3.2.13 (2014-01-23)

Compatible with Redmine 2.5.x, 2.4.x, 2.3.x, 2.2.x, 2.1.x.

• Fixed import deals link
• Show formated address on contact page

3.2.10 (2013-12-08)

Compatible with Redmine 2.4.x, 2.3.x, 2.2.x, 2.1.x.

• Contacts autocomplete UI cleanup
• New modal form for connect contacts and issues
• Liquid drops and filters (new custom invoice template support)
• Setting for major currencies list
• Spanish translation update (Luis Blasco)
• German translation update (Alex Meindl)
• Export post code to CSV and Excel
• Bug fixes and stability improvements

3.2.8 (2013-11-16)

Compatible with Redmine 2.4.x, 2.3.x, 2.2.x, 2.1.x.

• Deals board view
• Coping deals
• Create deals from global list (autorefresh deal form)
• Select contacts and deals list view type
• Show authoring info for deals

3.2.7 (2013-10-22)

Compatible with Redmine 2.4.x, 2.3.x, 2.2.x, 2.1.x.

• Structured address for contacts

3.2.6 (2013-10-17)

Compatible with Redmine 2.4.x, 2.3.x, 2.2.x, 2.1.x.

• Merging contact tags
• New tags styles for redmine_tags plugin support
• Deals probability and Close date in excerpt list

3.2.5 (2013-09-20)

Compatible with Redmine 2.4.x, 2.3.x, 2.2.x, 2.1.x.

• Deals as a separate project module
• Fixed employees and employees notes security issues
• Send attachments to contact fixes
• Deals tab always present for projects with deals module
• Autocomplete for issues and deals contacts selection
• Support for contacts_google_sync plugin
• Czech translation fixes (Martin Štorkán)
• vCard export limit takes from issues export limit
• Fixed permission check for add and delete contact to project
• Contact avatar as deal logo

3.2.4 (2013-07-02)

Compatible with Redmine 2.3.x, 2.2.x, 2.1.x.

• Ruby 2.0.0 support (vpim gem changed to vcard)
• REST API for notes
• Fixed bug with bulk update

3.2.3 (2013-05-04)

Compatible with Redmine 2.3.x, 2.2.x, 2.1.x.

• Contact avatars and companies in autocompletes
• CSV export deals with custom fields
• UTF-8 encoding for CSV export files
• Contact tabs for Invoices and Helpdesk tickets
• Korean translation (eunsu)
• Fixed contact custom fields table sorting
• Fixed add note with custom fields

3.2.2 (2013-04-16)

Compatible with Redmine 2.3.x, 2.2.x, 2.1.x.

• Contact page tabs
• New add note form with time field
• Ajax attachments for notes
• Fixed gravatar for companies
• Performance optimization
• Has deals and Has open issues filters for contacts
• Fixed deals filters with empty status field
• Updated field sorting for deals and contacts
• Extended add contact modal form
• Open deals sum on contact deals tab
• Show and edit watchers on deal page
• Show deals on top menu setting

3.2.1 (2013-04-05)

Compatible with Redmine 2.3.x, 2.2.x, 2.1.x.

• Core methods clean up
• Global contacts list performance optimization
• Fixed redirects after bulk deals destroy and update
• New default currencies CHF, SGD

3.2.0 (2013-03-19)

Compatible with Redmine 2.3.x, 2.2.x, 2.1.x.

• Show deal status workflow
• Deals probability and due date
• Deal status open, won, lost types
• Export deals to CSV
• Create contact modal form
• Excerpt list sorting
• Deals table view
• Azerbaijanian translation (Saadat Mutallimova)
• Hungarian translation (Márk Sági-Kazár)
• Searching contacts by email address
• Fixed bug with redmine_finance contact tag

3.1.2 (2013-02-04)

Compatible with Redmine 2.3.x, 2.2.x, 2.1.x.

• Redmine 2.3 trunk support
• Performance optimization
• Fixed: Links changed to absolute
• Fixed: Contact thumbnail size

3.1.1 (2013-01-21)

Compatible with Redmine 2.2.x, 2.1.x.

• Redmine 2.2.2 support
• Private and public contacts
• Japan locale (Kitahara Kosei)
• [PRO] Search for merging contacts on contact edit page
• [PRO] Deals csv import
• [PRO] Autocomplete for contact count > 50 on deal selectNotifications for contact/deal added and deal status changed
• Bug: Assigned to always shows in contact attributes sidebar
• Bug: 'Position' field is shown on the Company editing page
• Bug: Deal macros is rendered incorrectly on FAQ page

3.0.1 (2012-11-01)

Compatible with Redmine 2.2.x, 2.1.x.

• Feature: Support for Redmine 2.1 and Ruby on Rails 3.2
• Feature: Show new contact/deal events in activity pane
• Feature: Bulk change project for deals
• Feature: Setting for showing closes issues on contact page
• Feature: {{contact_note() }} Macro for referencing notes in the wiki
• Feature: Add assignee field to the contacts table in table view
• Feature: Ruby 1.9 support
• Feature [PRO]: Time entries report contacts grouping

For Redmine < 2.0 please use CRM version 2.3.4

3.0.0 (2012-10-02)

Compatible with Redmine 2.1.x.

Caution: First beta version

• Feature: Redmine 2.1.x support
• Minor features and bug fixes

2.3.3 (2012-04-27)

Compatible with Redmine 1.4.x, 1.3.x, 1.2.x.

• Feature: Option for hide the crm menu
• [PRO] Feature: Move deals between projects
• [PRO] Feature: Polish currency PLN
• [PRO] Feature: Export contacts to XLS (MS Excel 2003)
• Bug: New contact cannot be added in 1.4.1
• Bug: Note is not editable in 1.4.1

2.3.1 (2012-04-10)

Compatible with Redmine 1.2.x, 1.3.x, 1.4.x.

• Feature: Redmine 1.4 suport
• Feature: Create and continue button for contact and deal
• Feature: Permissions for Add, Delete contacts and deals
• Feature: Better compatibility with high-rise and a1 theme
• Feature: Selected Contacts that persist over multiple pages
• Feature: No acts-as-taggable-on plugin/gem needed
• Feature: Brazilian translation (many thanks to Batista Hallison)
• Feature: Conflicts in label for global search and contact search
• Feature: Json API for contacts
• Feature: RSS feed for contacts notes
• [PRO] Feature: Import contacts via csv
• [PRO] Feature: User defined filter for contact list
• [PRO] Feature: Filter issues for contatcs (multiselect by natural person or company)
• [PRO] Feature: ¥ currency for deals
• [PRO] Feature: Rs currency for deals
• [PRO] Feature: API for adding new note types
• [PRO] Feature: New contacts list styles (excerpt, table, cards)
• [PRO] Feature: Find all issues for a contact or responsible person
• [PRO] Feature: Default currency for deals
• [PRO] Feature: Select Inverse (tags)
• [PRO] Feature: Filter Contacts that do not have a tag
• [PRO] Feature: Deals per page settings
• [PRO] Feature: Last note filter
• [PRO] Feature: Contacts columns selection for table view
• Bug: Contactors link
• Bug: Revised method for displaying notes
• Bug: Contacts CSV VCF export errors
• Bug: Case sensitivity in contacts search in PostgreSQL and SQLite
• Bug: Can't delete avatar
• Bug: Conflicts in label for global search and contact search
• Bug: 500 error on view user page with contact relation

2.2.3 (2012-01-14)

Compatible with Redmine 1.2.x, 1.3.x.

• Better compatibility with A1 and Highrise themes
• [Light] Better support Helpdesk plugin

2.2.2 (2011-12-11)

Compatible with Redmine 1.2.x, 1.3.x.

• Feature: Redmine 1.3.0 support
• Feature: Light version support for helpdesk plugin
• Feature: Bulk Edit Contact Projects
• Feature: Support for Redmine-customers plugin
• Bug: update nl translation

For update just replace redmine_contacts folder in {redmine}/vendor/plugins/

2.2.1 (2011-12-01)

Compatible with Redmine 1.2.x, 1.3.x.

Added support for invoices plugin for pro and light versions

2.2.0 (2011-11-24)

Compatible with Redmine 1.2.x, 1.3.x.

• Solved bug with note show form

and many new features in pro version (included note types, deals tab, contacts avatars grid and others)

2.1.0 (2011-11-15)

Compatible with Redmine 1.2.x, 1.3.x.

• Fixed compatibility bug with 1.2.x dev version
• Helpdesk plugin support

2.0.3 (2011-10-10)

Compatible with Redmine 1.2.x.

New features (only pro version)

• Import contacts from Google contacts account
• Email dropbox for contacts and deals
• Load contact data from vCard
• Contact card on show user page (redmine users and con

Fixed bugs

• Cannot add notes to contact
• User can relate contact with project which has contacts module disabled
• Recently viewed contacts list brakes css layout (patch)
• ActionView::TemplateError (undefined method `avatar_to'

2.0.2 (2011-09-27)

Compatible with Redmine 1.2.x.

• Deals currency
• Bulk send mail to contacts with attachments, message preview, mail macros and auto add message to notes
• Deals bulk edit, include context menu enchantments
• Contacts bulk edit
• Contacts REST API bug fix (now it works fine, I've tested it)
• Create redmine user from contacts show page (link to user page)
• Multiple vCard Export
• Contacts export to CSV function
• Deals and Contacts blocks for My page

2.0.0 (2011-08-31)

Compatible with Redmine 1.2.x.

• Since version 2, plugin became commercial
• Custom fields for contacts, deals and notes
• Deals statuses settings
• Popup menus for contacts and deals lists
• Sales funnel for deals
• Multi contractors for deal
• Global search integration
• Support for PosgreSQL

New support site http://www.redminecrm.com

1.2.1 (2011-04-15)

Compatible with Redmine 1.1.x.

• Added filters to contacts and deals list
• List of recently viewed contacts and deals
• Added permissions for delete own notes
• Edit contacts and deals notes
• Note show page
• Show thumbnails for notes images
• Avatars and attachments preview thumbnails with rmagick
• Find and merge duplicates for contacts
• Make thumbnails by rmagick
• Thubnails for images added to note
• Settings for thumbnails and tags
• Search by many words in live-seach in contacts list

1.2.0 (2011-04-03)

Compatible with Redmine 1.0.x.

• contacts across projects
• New avatars for contacts, deals and companies
• Multi tags filtering
• Gravatar support for contact avatar by first email

Notes¶

You can add another project to contact on contact edit page

1.1.6 (2011-03-03)

Compatible with Redmine 1.0.x, 1.1.x.

• Feature: added thumbnails wiki macro
• Feature: Implement acts_as_taggable_on gem
• Bug : Note text deleted when change to extended note editor

Installation notes¶

• run rake gem:install for install acts-as-taggable-on gem
• run @rake db:migrate_plugins RAILS_ENV='production'

1.1.5 (2011-01-31)

Compatible with Redmine 0.9.x, 1.0.x.

• Feature: Full size photo preview
• Feature: rest api and/or examples
• Feature: Linking existing issues to contacts
• Feature: 'add deal' option when viewing a contact
• Feature: Czech and Chinese locales
• Bug: a spelling error
• Bug: Can't delete deal

Intall notes¶

• run rake db:migrate_plugins

1.1.4 (2010-12-22)

Compatible with Redmine 0.9.x, 1.0.x.

• Feature: Optimization of contacts list and live search
• Feature: Add contacts to events model of redmine
• Feature: Notification for note added for all watched company employee
• Feature: Filter notes by contacts tags in all notes list
• Feature: Export contact to vCard ( vpim gem)
• Feature: Filter by assigned_to on contacts issues list
• Feature: Added birthday field to contact
• Feature: Wiki macro to insert contact link or badge in page {{Contact(id)}}, {{Contact_avatar(id)}}, {{Contact_plain(id)}}
• Bug: Max deal price 999 999.99

Intall notes¶

• run rake db:migrate_plugins
• sudo gem install vpim - for vCard export

1.1.3 (2010-11-23)

Compatible with Redmine 0.9.x, 1.0.x.

• Feature: Adding note without attaches by ajax
• Feature: Add watchers to contact and deal
• Feature: Added German translation (thanks Youssef Rebahi-Gilbert )
• Feature: Added new access rights for notes edit
• Feature: Create deal status (pending, win, lost)
• Bug: Files attachment when adding/updating a contact (redmine 0.9.3)
• Bug: Files attachment when adding/updating a note (redmine 0.9.3)
• Bug: Added description field to add issue form in contact page
• Bug: Update of the french translation
• Bug: Error when adding new contact
• Bug: Error when adding new contact
• Bug: Error in filtering notes for contact in contact page

To update run rake db:migrate_plugins RAILS_ENV=production

1.1.2 (2010-11-18)

Compatible with Redmine 1.0.x.

• Feature: Add and delete related contacts in issue page
• Feature: Added tracker selection for issue creating from contact page
• Feature: Installation documentation - database
• Feature: Added responsible user for contact and deal
• Feature: French translation
• Bug: Creating a Deal before creating a Contact fails
• Bug: Missing translation string
• Bug: Deals - Numeric format of field Sum

To update run rake db:migrate_plugins RAILS_ENV=production

1.1.1 (2010-11-17)

Compatible with Redmine 1.0.x.

Features¶

• Add list of contact attachments to the side bar
• Support for many comma separated emails

Bugs¶

• Internal Server Error (500) при добавлении комментария
• Erro to add avatar in contact edit and create pages
• Empty translations errors
• Internal Server Error (500) при просмотре контакта
• Error display list of contacts issues
• Other minor bugs

User ratings

by Matej Leško 17 days ago

by Eugene Smirnov 3 months ago

Wonderful!

by Patrick Emer 4 months ago

Great plugin to get CRM capabilities in a projekttool.
Share contact details with projektmembers and create quickly a sale opportunity.
A good alternative to a classically CRM / Sales construction. Viscosity 1 5 6 download free.

by azer tyker 6 months ago

by C S 7 months ago

Also in the free version we got support and a fixed version of this module.works perfect for us!

by Maksim Blinov 8 months ago

Good plugin but more possibilities for assosiating projects with contacts would be greate.

by Philipp Karl 9 months ago

quick support :)

by Максим Решетниченко 9 months ago

by Simon Hori 10 months ago

Update from 4.2.5 to 4.2.6 deleted all the existing contact settings from database and no way to rollback without performing db restore.

by Alexander Meindl 10 months ago

With Version 4.2.6 all project related redmine_contacts_helpdesk and redmine_contacts_invoices settings disappeared. No reaction from redmineup to my support request till now.

by Siarhei Piatrouski 11 months ago

by Reda Ghareeb 11 months ago

by Tobias Schmidt 12 months ago

by Ivan Tsybanenko about 1 year ago

A conflict with gemavatar plugin.
/people/new raises the 500 error.

by Aleksander Stekman over 1 year ago

by Felix Förtsch over 1 year ago

I am working in a non-profit. We teach project management for students. I asked Redmineup for their pro plugins for non-profits and they helped me out. These plugins are awesome. Fully recommended!

by Xavier Casado over 1 year ago

by Dan Rusu almost 2 years ago

Nice and clean.

by Koronics Norbert almost 2 years ago

by Dimitar Chervenakov almost 2 years ago

by Christoph S. Ackermann over 2 years ago

Yeah, CRM done right. Manage clients, get track of discussed stuff, assign issues to contacts, manage deals and get track of them. Just awesome. We tested a lot of CRM platforms at cubetech but this one just works and is simple to use. Thanks RedmineUP

by Matthias Pohl almost 3 years ago

Easy to use, has all you need for B2B CRM. Perfect support!

by Ondra Kudlík (Kepi) about 3 years ago

We finally decided to implement CRM and as we have almost everything in redmine it didn't make sense to look elsewhere. This plugin seams 'simple' at first glance but it has many possibilities and customizations. Just check the docs.

by Tiago Carvalho (LabOrders) over 3 years ago

by Paulo Jogre over 3 years ago

Works fine.

by rodrigo davids over 3 years ago

by Marek Kielecki almost 4 years ago

good integration with mailchimp

by Kush Suryavanshi almost 4 years ago

by Stefan Müller about 4 years ago

Very useful feature of full user profiles and deals management.

by Greg Lewsza about 4 years ago

by Jörg Göbel almost 5 years ago

by Sergey K almost 5 years ago

by Plam Sim about 5 years ago

Very useful plugin with friendly interface and good functions to manage your customer relationships and invoices. The support from the developers is very good - fast response and professional attitude.

by Stefan Amarandei over 5 years ago

It's probably a very nice plugin but it's not compatible with Redmine 3, at least that's what the official website says.

by over 5 years ago

Any news on Redmine 3.0 compatibility? Diary for mac.

by André Lozovey over 5 years ago

by Dmitry Kabanov over 5 years ago

by Dario Solez over 5 years ago

Good plugin with perfect functionality.

by James Niles over 5 years ago

Perfect plugin. Love you guys.

Contacts Journal Crm Review

by Joerg Boeselt almost 6 years ago

excellent and straight-forward

by Bahri Yardim almost 6 years ago

Great plugin, works great.

by Vit Vit over 6 years ago

by Richard Peters over 6 years ago

Highly professional plugins!
Great!

by Ivan Rapekas over 6 years ago

Bluestacks app free download. by Sandeep Kumar over 6 years ago

Excellent

by Nicolas Rodriguez over 6 years ago

by Matias Fusaro over 6 years ago

The Besto CRM

by Luis Blasco over 6 years ago

Contacts Journal Crm 2 1 1 0 1 Beta

by Roland Giesler over 6 years ago

The features that are in this plugin are excellent. Missing are these extras though:
1. Set reminders on deals (repetitive & once-off)
2. The sales funnel needs totals for deals and money value
3. Display primary contact phone number on deal page

by Tim Craig over 6 years ago

by Marco Descher over 6 years ago

by Евгений Николенко over 6 years ago

Moved to Forum: Original Link

Very good ratings 4.8/5. No Ads but offers IAP

Description
Contacts Journal CRM is a powerful tool that will transform how you manage your business and personal relationships: save notes of important meetings, set follow-ups, create custom fields, and attach important documents to each of your contacts. Carry your relationship history with you, wherever you go! Available on iPhone, iPad and Mac.

IMPORTANT NOTE: Contacts Journal is now a free app, with limits on data entry, that works on both iPhone and iPad, with an option to unlock an Unlimited Plan from within the app. The iPad-only version, and the Lite version, have been discontinued.

USE CONTACTS JOURNAL CRM TO:
• keep track of your relationships with customers, clients or any professional acquaintances
• manage your leads and sales pipeline
• add value to your professional networking
• be prepared for your next meeting
• effectively manage tasks and appointments
• keep a call log
• see a map of all your contacts, with color-coding options
• store important contact data using customizable User Fields
• find contacts by name, groups, company, address, or custom data
• setup email templates with merge tags to send personalized emails quickly

OUR CUSTOMERS INCLUDE:
• sales teams
• small business owners
• contractors
• portfolio managers
• personal productivity hackers
• professional like lawyers, real-estate agents, teachers, nurses etc.

If you are someone who interacts with many people, professionally or personally, Contacts Journal will keep you on top of things. Don’t keep it all in your head, or locked up in a spreadsheet or legacy system – use Contacts Journal to track your interactions with the people who matter.

KEY FEATURES:
• Enable CloudSync sync option for automatic, seamless syncing using your iCloud account, across iPhone, iPad and Mac!
• No account signup! Your data is always under your own control, and we don't have any access to it.
• Import contacts directly from the Contacts app, or create Private Contacts to keep information separate from your personal contacts
• Create email templates with personalization tags, to send prepared emails quickly but with a personal touch
• Define and create your custom fields, and attach custom data for each contact
• See all your contacts and notes on a single Map view
• Attach Documents to Contacts; over WiFi, through DropBox, or from other apps using 'Open In'
• Add alerts in Notification Center for important follow-ups
• Add appointments straight to the Calendar app
• Call, SMS or email your contacts directly from the app
• Export your data for reporting by email, CSV, AirPrint or even to your Contact notes field
• No recurring billing, no hosted service. Works great offline!
• Use DropBox sync to easily transfer data between iPhone, iPad and Mac

IPAD-SPECIFIC:
• Support for iPad Split-View multitasking (on supported devices)
• Drag-and-Drop files, documents and pictures from other apps (iOS-11 only)
• Drag-and-Drop emails from Mail.app, and URLs from Safari, and save them in Contacts Journal as ‘links’ (iOS-11 only)
• Drag text from other apps like Safari and Mail, and drop into a contact’s Logs or ToDos section to quickly create new notes
• Drag out files from the Files tab into other apps that support iOS11 Drag-and-Drop

ACCOLADES:
* Featured by Apple in 'Start Your Business'
* Featured in the NYTimes 'Business Cards Give Way to Cellphone Apps for Networking'
* Forbes.com - 10 Best iPhone Apps for Business Networkers
* App Store Reviews: read reviews from satisfied customers!

Please note:
• The app is limited to 20 Logs, ToDos, Files, User Fields, and Contacts that you create in the app. To add unlimited entries, please purchase the Unlimited Plan from within the app
• Mac version is sold separately