Redmine Crm
Redmine 客户关系管理插件有效管理你的联系人和交易信息，提供文件存储及任务跟踪，其它功能还包括创建和管理工作流程及销售机会，并提供强大的报表和过滤器。
插件 » Redmine CRM 客户关系管理插件
基本介绍
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作者: | redmineplugins.cn Admin |
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| 主页: | http://www.redmineup.com | |
| 版本库: | ||
| 创建于: | 2024-04-17 | |
| 当前版本: | 4.4.1 | |
| 兼容性: | 5.1.*, 5.0.*, 4.2.*, 4.1.*, 4.0.*, 3.4.*, 3.3.*, 3.2.*, 3.1.*, 3.0.*, 2.6.* |
Redmine 客户关系管理插件有效管理你的联系人和交易信息，提供文件存储及任务跟踪，其它功能还包括创建和管理工作流程及销售机会，并提供强大的报表和过滤器。客户关系管理插件是一个轻量级的插件，但却有丰富的功能 - 设置工作流程、销售机会，并允许你使用图表和报表来控制流程。免于迷失在海量邮件中，可直接从Redmine系统中发送邮件，还可以为下一个联系日期设置提醒功能。得益于与其它插件的深度集成，你可以在客户关系管理插件和Redmine其它地方，查看到联系人名片上的所有相关信息。
联系人
使用客户关系管理插件，你可以查看目标联系人的任何信息，此外，你还可以看到从其它插件中带来的关联信息，例如联系人背景信息、问题追踪、订单记录、产品记录、单据、以及联系人可访问的项目等。另外，你还能为同一联系人在不同项目中设定访问权限。
备注
为了保证清晰的沟通，你可以添加备注和文件到联系人中，包括文件、合同草案、销售文件、协议，演示文稿或任何其它的相关信息，你还可以为特定联系人类型添加信息和标签（电话，电子邮件，会议等）。
交易信息
专业版可帮你管理交易信息。通过设定交易成功的可能性，你可以预测你的收入。插件提供多种方法以跟踪交易和相关状态，让你可以轻松地修改、跟踪和编辑交易，你还可以设置交易状态，以便在每个阶段设置销售机会和跟踪收入。
查看相关问题
在联系人名片上，你可以看到分配给某人的所有相关问题，此功能可以帮助你在联系客户之前，能立即查看相关的通讯记录和单据状态。
发送电子邮件
现在你可以直接从Redmine发送电子邮件，不仅仅是纯文字信息，你还可以添加附件或相关问题、备注等，并添加相关人员到邮件抄送列表中，另外，你可以使用电子邮件箱轻松转发任何回复，并存储至相关问题中。
安装指导
- 解压至Redmine的plugins目录
- 在Redmine目录下执行
bundle install RAILS_ENV=production bundle exec rake redmine:plugins:migrate NAME=redmine_contacts
- 重新启动Redmine
版本更新
Redmine CRM 客户关系管理插件 插件包含付费专业版。与普通免费版插件不同专业版插件包含更丰富的功能，更符合实际生产应用环境需求。
积分(10)
4.4.1 (2024-04-17)
兼容性: Redmine 4.0.*, 4.1.*, 4.2.*, 5.0.*, 5.1.*
- Added deal lines to the API
- Added encoding for exporting contacts and deals
- Added downcase formatting to email writer
- Updated CSV export format to match Redmine standard
- Fixed sorting of deals by ID
- Fixed connection between contacts and their companies
- Fixed issue with missing avatars for contacts
- Fixed loading plugin issue with the contact_note model
文件
redmine_crm-4_4_1-light.zip (428 KB)
积分(10)
4.4.0 (2024-02-01)
兼容性: Redmine 4.0.*, 4.1.*, 4.2.*, 5.0.*, 5.1.*
- Dropped Redmine 3 support
- Fixed avatars 2x resolution
- Added new svg icons for contact, company and deal
- Added deal status quick change link
- Added CSV export settings for Deals
文件
redmine_crm-4_4_0-light.zip (428 KB)
积分(10)
4.3.8 (2023-11-16)
兼容性: Redmine 3.0.*, 3.1.*, 3.2.*, 3.3.*, 3.4.*, 4.0.*, 4.1.*, 4.2.*, 5.0.*, 5.1.*
- Added UI calendar for Note time edit
- Fixed Redmine 5.1 compatibility
- Fixed thumbnail generation in Ruby 3.2
- Fixed expanded icons
- Fixed permission for Contact Deals tab
- Fixed move message to the success folder if use imap protocol (Jan Catrysse)
文件
redmine_crm-4_3_8-light.zip (422 KB)
积分(10)
4.3.7 (2023-01-16)
兼容性: Redmine 3.0.*, 3.1.*, 3.2.*, 3.3.*, 3.4.*, 4.0.*, 4.1.*, 4.2.*, 5.0.*
- Added emails and phones for Contact Liquid Drop
- Updated Hungarian translation (Krisztian Engi, Lilla Basilides)
- Updated German translation
- Updated Company search wildcards
- Fixed autocomplete XSS bug
- Fixed Closed issues on contact page veiw
- Fixed collapse/expend icon for Contats and Deals
文件
redmine_crm-4_3_7-light.zip (421 KB)
积分(10)
4.3.6 (2022-04-17)
兼容性: Redmine 3.0.*, 3.1.*, 3.2.*, 3.3.*, 3.4.*, 4.0.*, 4.1.*, 4.2.*, 5.0.*
- Redmine 5.0 compatibility fixes
- Fixed issue bulk edit error
文件
redmine_crm-4_3_6-light.zip (420 KB)
积分(10)
4.3.5 (2022-03-29)
兼容性: Redmine 2.6.*, 3.0.*, 3.1.*, 3.2.*, 3.3.*, 3.4.*, 4.0.*, 4.1.*, 4.2.*, 5.0.*
- Redmine 5.0 compatibility
- Fixed contacts CF bulk edit
- Fixed tags displaying for products
- Fixed contact filter and note creating errors
- Fixed Netherland locale
- Fixed none value for tags filter
- Product subscriptions support
文件
redmine_crm-4_3_5-light.zip (420 KB)
积分(10)
4.3.4 (2021-05-20)
兼容性: Redmine 2.6.*, 3.0.*, 3.1.*, 3.2.*, 3.3.*, 3.4.*, 4.0.*, 4.1.*, 4.2.*
- Redmine 4.2 support
文件
redmine_crm-4_3_4-light.zip (420 KB)
积分(10)
4.3.3 (2021-03-31)
兼容性: Redmine 2.6.*, 3.0.*, 3.1.*, 3.2.*, 3.3.*, 3.4.*, 4.0.*, 4.1.*
- Supported Redmine versions: 4.1 - 2.6
- Added contact filter for Deals
- Updated Brazilian locale
- Updated Russian locale
- Fixed uniqueness while merging contacts projects and related deals
- Fixed deal attachments bug
- Fixed related issues display bug
- Fixed company Custom Field display bug
- Fixed multi address selection
- Fixed notes multi attachments bug
- Fixed query long sting bug
- Fixed Contact API bug
文件
redmine_crm-4_3_3-light.zip (420 KB)
4.3.2 (2020-08-18)
兼容性: Redmine 2.6.*, 3.0.*, 3.1.*, 3.2.*, 3.3.*, 3.4.*, 4.0.*, 4.1.*
- Supported Redmine versions: 4.1 - 2.6
- 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
文件
redmine_crm-4_3_2-light.zip (415 KB)
4.3.1 (2020-07-22)
兼容性: Redmine 2.6.*, 3.0.*, 3.1.*, 3.2.*, 3.3.*, 3.4.*, 4.0.*, 4.1.*
- Supported Redmine versions: 4.1 - 2.6
- 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
文件
redmine_crm-4_3_1-light.zip (414 KB)
4.3.0 (2020-04-21)
兼容性: Redmine 2.6.*, 3.0.*, 3.1.*, 3.2.*, 3.3.*, 3.4.*, 4.0.*, 4.1.*
- Supported Redmine versions: 4.1 - 2.6
- Contacts and Deals relations move to Custom fields NEW
- Fixed settings save bug
- Fixed bug with contacts list display
- Fixed deal export bug
文件
redmine_crm-4_3_0-light.zip (415 KB)
4.2.5 (2019-10-25)
兼容性: Redmine
- Supported Redmine versions: 4.0 - 2.6
- Multiaddress results for select2 was added
- Fixed contact email attachements
- Fixed StatementInvalid namespace bug
- Fixed company custom field filter bug
文件
redmine_crm-4_2_5-light.zip (431 KB)
4.2.6 (2019-10-25)
兼容性: Redmine
- 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
文件
redmine_crm-4_2_6-light.zip (422 KB)
4.2.7 (2019-10-25)
兼容性: Redmine
- Supported Redmine versions: 4.1 - 2.6
- Fixed settings bug
- Fixed select2 styles
文件
redmine_crm-4_2_7-light.zip (422 KB)
没有任何数据可供显示
问题
| # | 跟踪 | 状态 | 作者 | 主题 | 更新于 |
|---|---|---|---|---|---|
| 77 | 报错 | 已解决 | test test | 设置的保存还是不行 | 2020-10-10 10:07 |
| 267 | 报错 | 已解决 | 从 前 | 安装失败 | 2021-10-20 10:37 |
| 336 | 报错 | 进行中 | Chang Uart | 升级到4.3.5会出问题 | 2022-04-12 12:56 |
| 619 | 报错 | 待反馈 | 李 三 | 插件安装报错 | 2024-02-20 17:21 |
| 621 | 报错 | 待反馈 | 李 三 | 插件安装报错 | 2024-02-21 10:20 |
| 623 | 报错 | 待反馈 | 李 三 | bundle install --no-deployment 需要服务器联网吗？ | 2024-02-21 11:14 |
| 682 | 报错 | 待反馈 | yb bjhd | 如果单独升级redmine_crm? | 2024-05-21 10:01 |
| 786 | 报错 | 待反馈 | lin xing | redmine_crm安装包错 | 2024-10-11 21:38 |
| 790 | 咨询 | 进行中 | zhou hy | 没有下载到，就扣了积分，什么鬼啊？ | 2024-10-16 10:50 |
评论
添加评论
@Chang Uart 4.3.5主要是为兼容redmine5，可能这个版本不稳定。临时先切回原来的版本
升级到4.3.5会出问题.
改回4.3.4就又一切正常.
bundle exec rake redmine:plugins NAME=redmine_contacts RAILS_ENV=production
rake aborted!
ArgumentError: Unknown key: :uniq. Valid keys are: :class_name, :anonymous_class, :foreign_key, :validate, :autosave, :table_name, :before_add, :after_add, :before_remove, :after_remove, :extend, :primary_key, :dependent, :as, :through, :source, :source_type, :inverse_of, :counter_cache, :join_table, :foreign_type, :index_errors
apps/redmine/htdocs/plugins/redmine_products/lib/redmine_products/patches/contact_patch.rb:29:in `block in included’
apps/redmine/htdocs/plugins/redmine_products/lib/redmine_products/patches/contact_patch.rb:26:in `class_eval’
apps/redmine/htdocs/plugins/redmine_products/lib/redmine_products/patches/contact_patch.rb:26:in `included’
apps/redmine/htdocs/plugins/redmine_products/lib/redmine_products/patches/contact_patch.rb:46:in `include’
apps/redmine/htdocs/plugins/redmine_products/lib/redmine_products/patches/contact_patch.rb:46:in `<top (required)>'
apps/redmine/htdocs/plugins/redmine_products/lib/redmine_products.rb:35:in `block in <top (required)>'
apps/redmine/htdocs/config/environment.rb:16:in `<top (required)>'
apps/redmine/htdocs/lib/tasks/redmine.rake:57:in `block (2 levels) in <top (required)>'
ruby/bin/bundle:23:in `load’
ruby/bin/bundle:23:in `<main>'
Tasks: TOP ⇒ redmine:plugins:migrate ⇒ environment
(See full trace by running task with --trace)
Information
Redmine 4.2.1.stable
Default administrator account changed
Attachments directory writable
Plugin assets directory writable (./public/plugin_assets)
MiniMagick available (optional)
ImageMagick convert available (optional)
ImageMagick PDF support available (optional)
Environment:
Redmine version 4.2.1.stable
Ruby version 2.6.8-p205 (2021-07-07) [x86_64-linux]
Rails version 5.2.5
Environment production
Database adapter Mysql2
Mailer queue ActiveJob::QueueAdapters::AsyncAdapter
Mailer delivery smtp
SCM:
Subversion 1.14.1
Git 2.32.0
Filesystem
Redmine plugins:
redmine_checklists 3.1.21
redmine_contacts 4.3.4
redmine_favorite_projects 2.1.1
redmine_finance 2.1.7
redmine_people 1.6.1
redmine_products 2.1.4
redmine_questions 1.0.2
redmine_reporter 2.0.1
redmine_zenedit 2.0.2