Commit 72ec257c authored by Lee Tickett's avatar Lee Tickett Committed by Marcin Sedlak-Jakubowski

Update crm docs to reflect new functionality

parent b7473453
doc/user/crm/crm_contacts_v14_6.png

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doc/user/crm/crm_contacts_v14_6.png

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doc/user/crm/crm_contacts_v14_6.png
doc/user/crm/crm_contacts_v14_6.png
doc/user/crm/crm_contacts_v14_6.png
doc/user/crm/crm_contacts_v14_6.png
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......@@ -22,6 +22,8 @@ To read more about what is planned for the future, see [issue 2256](https://gitl
## 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.
......@@ -29,12 +31,36 @@ To view a group's contacts:
![Contacts list](crm_contacts_v14_6.png)
You can only [create](../../api/graphql/reference/index.md#mutationcustomerrelationscontactcreate)
or [update](../../api/graphql/reference/index.md#mutationcustomerrelationscontactupdate)
### Create a contact
To create a contact:
1. On the top bar, select **Menu > Groups** and find your group.
1. On the left sidebar, select **Customer relations > Contacts**.
1. Select **New contact**.
1. Complete all required fields.
1. Select **Create new contact**.
You can also [create](../../api/graphql/reference/index.md#mutationcustomerrelationscontactcreate)
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.
1. On the left sidebar, select **Customer relations > Contacts**.
1. Next to the contact you wish to edit, select **Edit** (**{pencil}**).
1. Edit the required fields.
1. Select **Save changes**.
You can also [edit](../../api/graphql/reference/index.md#mutationcustomerrelationscontactupdate)
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.
......@@ -42,13 +68,43 @@ To view a group's organizations:
![Organizations list](crm_organizations_v14_6.png)
You can only [create](../../api/graphql/reference/index.md#mutationcustomerrelationsorganizationcreate)
or [update](../../api/graphql/reference/index.md#mutationcustomerrelationsorganizationupdate)
### Create an organization
To create an organization:
1. On the top bar, select **Menu > Groups** and find your group.
1. On the left sidebar, select **Customer relations > Organizations**.
1. Select **New organization**.
1. Complete all required fields.
1. Select **Create new organization**.
You can also [create](../../api/graphql/reference/index.md#mutationcustomerrelationsorganizationcreate)
organizations using the GraphQL API.
### Edit an organization
You can only [edit](../../api/graphql/reference/index.md#mutationcustomerrelationsorganizationupdate)
organizations using the GraphQL API.
## Issues
### View issue contacts
### View issues linked to a contact
To view a contact's issues:
1. On the top bar, select **Menu > Groups** and find your group.
1. On the left sidebar, select **Customer relations > Contacts**.
1. 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.
1. On the left sidebar, select **Customer relations > Organizations**.
1. 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.
......@@ -66,9 +122,17 @@ 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`
[quick action](../project/quick_actions.md).
You can also add, remove, or replace issue contacts using the
[GraphQL](../../api/graphql/reference/index.md#mutationissuesetcrmcontacts)
API.
### Remove contacts from an issue
To remove contacts from an issue use the `/remove_contacts`
[quick action](../project/quick_actions.md).
......
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