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Diffstat (limited to 'doc/user/crm/index.md')
| -rw-r--r-- | doc/user/crm/index.md | 40 |
1 files changed, 40 insertions, 0 deletions
diff --git a/doc/user/crm/index.md b/doc/user/crm/index.md index 2d1aeaa1c07..8c4fb6f1334 100644 --- a/doc/user/crm/index.md +++ b/doc/user/crm/index.md @@ -46,6 +46,10 @@ To enable customer relations management in a group or subgroup: ### View contacts linked to a group +Prerequisites: + +- You must have at least the Reporter role for the project. + To view a group's contacts: 1. On the top bar, select **Main menu > Groups** and find your group. @@ -55,6 +59,10 @@ To view a group's contacts: ### Create a contact +Prerequisites: + +- You must have at least the Developer role for the project. + To create a contact: 1. On the top bar, select **Main menu > Groups** and find your group. @@ -68,6 +76,10 @@ contacts using the GraphQL API. ### Edit a contact +Prerequisites: + +- You must have at least the Developer role for the project. + To edit an existing contact: 1. On the top bar, select **Main menu > Groups** and find your group. @@ -98,6 +110,10 @@ To change the state of a contact: ### View organizations +Prerequisites: + +- You must have at least the Reporter role for the project. + To view a group's organizations: 1. On the top bar, select **Main menu > Groups** and find your group. @@ -107,6 +123,10 @@ To view a group's organizations: ### Create an organization +Prerequisites: + +- You must have at least the Developer role for the project. + To create an organization: 1. On the top bar, select **Main menu > Groups** and find your group. @@ -120,6 +140,10 @@ organizations using the GraphQL API. ### Edit an organization +Prerequisites: + +- You must have at least the Developer role for the project. + To edit an existing organization: 1. On the top bar, select **Main menu > Groups** and find your group. @@ -138,6 +162,10 @@ issues are linked to contacts matching the email addresses in the sender and CC ### View issues linked to a contact +Prerequisites: + +- You must have at least the Reporter role for the project. + To view a contact's issues, select a contact from the issue sidebar, or: 1. On the top bar, select **Main menu > Groups** and find your group. @@ -146,6 +174,10 @@ To view a contact's issues, select a contact from the issue sidebar, or: ### View issues linked to an organization +Prerequisites: + +- You must have at least the Reporter role for the project. + To view an organization's issues: 1. On the top bar, select **Main menu > Groups** and find your group. @@ -154,6 +186,10 @@ To view an organization's issues: ### View contacts linked to an issue +Prerequisites: + +- You must have at least the Reporter role for the project. + You can view contacts associated with an issue in the right sidebar. To view a contact's details, hover over the contact's name. @@ -166,6 +202,10 @@ API. ### Add or remove issue contacts +Prerequisites: + +- You must have at least the Reporter role for the project. + ### Add contacts to an issue To add [active](#change-the-state-of-a-contact) contacts to an issue use the `/add_contacts [contact:address@example.com]` |