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 ...@@ -22,6 +22,8 @@ To read more about what is planned for the future, see [issue 2256](https://gitl
## Contacts ## Contacts
### View contacts linked to a group
To view a group's contacts: To view a group's contacts:
1. On the top bar, select **Menu > Groups** and find your group. 1. On the top bar, select **Menu > Groups** and find your group.
...@@ -29,12 +31,36 @@ To view a group's contacts: ...@@ -29,12 +31,36 @@ To view a group's contacts:
![Contacts list](crm_contacts_v14_6.png) ![Contacts list](crm_contacts_v14_6.png)
You can only [create](../../api/graphql/reference/index.md#mutationcustomerrelationscontactcreate) ### Create a contact
or [update](../../api/graphql/reference/index.md#mutationcustomerrelationscontactupdate)
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. contacts using the GraphQL API.
## Organizations ## Organizations
### View organizations
To view a group's organizations: To view a group's organizations:
1. On the top bar, select **Menu > Groups** and find your group. 1. On the top bar, select **Menu > Groups** and find your group.
...@@ -42,13 +68,43 @@ To view a group's organizations: ...@@ -42,13 +68,43 @@ To view a group's organizations:
![Organizations list](crm_organizations_v14_6.png) ![Organizations list](crm_organizations_v14_6.png)
You can only [create](../../api/graphql/reference/index.md#mutationcustomerrelationsorganizationcreate) ### Create an organization
or [update](../../api/graphql/reference/index.md#mutationcustomerrelationsorganizationupdate)
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. organizations using the GraphQL API.
## Issues ## 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. You can view contacts associated with an issue in the right sidebar.
...@@ -66,9 +122,17 @@ Prerequisites: ...@@ -66,9 +122,17 @@ Prerequisites:
- You must have at least the [Developer role](../permissions.md#project-members-permissions) for a group. - 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` To add contacts to an issue use the `/add_contacts`
[quick action](../project/quick_actions.md). [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` To remove contacts from an issue use the `/remove_contacts`
[quick action](../project/quick_actions.md). [quick action](../project/quick_actions.md).
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