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CRM plugin

Added by Kirill Bezrukov (RedmineUP) about 14 years ago

This plugin like a light CRM which you can manage customers and contacts, track tasks and store files

Features:

  • Common contacts list
  • Project contacts list
  • Contact notes
  • Contact attaches
  • Issues related to contacts (in contact page and in issue page)
  • Basic deals info
  • Tags
  • Multi language

Download

Demo



Replies (170)

RE: Contacts plugin - Added by Terence Mill almost 14 years ago

Contacts nodes don't get saved!

# Logfile created on Thu Dec 23 12:33:19 +0100 2010
ActionView::MissingTemplate (Missing template mailer/note_added.text.plain.rhtml in view path app/views):
  /app/models/mailer.rb:393:in `render_multipart'
  vendor/plugins/redmine_contacts/app/models/note.rb:54:in `send_mails'
  vendor/plugins/redmine_contacts/app/controllers/contacts_controller.rb:199:in `add_note'
  passenger (2.2.14) lib/phusion_passenger/rack/request_handler.rb:92:in `process_request'
  passenger (2.2.14) lib/phusion_passenger/abstract_request_handler.rb:207:in `main_loop'
  passenger (2.2.14) lib/phusion_passenger/railz/application_spawner.rb:441:in `start_request_handler'
  passenger (2.2.14) lib/phusion_passenger/railz/application_spawner.rb:381:in `handle_spawn_application'
  passenger (2.2.14) lib/phusion_passenger/utils.rb:252:in `safe_fork'
  passenger (2.2.14) lib/phusion_passenger/railz/application_spawner.rb:377:in `handle_spawn_application'
  passenger (2.2.14) lib/phusion_passenger/abstract_server.rb:352:in `__send__'
  passenger (2.2.14) lib/phusion_passenger/abstract_server.rb:352:in `main_loop'
  passenger (2.2.14) lib/phusion_passenger/abstract_server.rb:196:in `start_synchronously'
  passenger (2.2.14) lib/phusion_passenger/abstract_server.rb:163:in `start'
  passenger (2.2.14) lib/phusion_passenger/railz/application_spawner.rb:222:in `start'
  passenger (2.2.14) lib/phusion_passenger/spawn_manager.rb:262:in `spawn_rails_application'
  passenger (2.2.14) lib/phusion_passenger/abstract_server_collection.rb:126:in `lookup_or_add'
  passenger (2.2.14) lib/phusion_passenger/spawn_manager.rb:256:in `spawn_rails_application'
  passenger (2.2.14) lib/phusion_passenger/abstract_server_collection.rb:80:in `synchronize'
  passenger (2.2.14) lib/phusion_passenger/abstract_server_collection.rb:79:in `synchronize'
  passenger (2.2.14) lib/phusion_passenger/spawn_manager.rb:255:in `spawn_rails_application'
  passenger (2.2.14) lib/phusion_passenger/spawn_manager.rb:154:in `spawn_application'
  passenger (2.2.14) lib/phusion_passenger/spawn_manager.rb:287:in `handle_spawn_application'
  passenger (2.2.14) lib/phusion_passenger/abstract_server.rb:352:in `__send__'
  passenger (2.2.14) lib/phusion_passenger/abstract_server.rb:352:in `main_loop'
  passenger (2.2.14) lib/phusion_passenger/abstract_server.rb:196:in `start_synchronously'
ActionView::MissingTemplate (Missing template mailer/note_added.text.plain.rhtml in view path app/views):
  /app/models/mailer.rb:393:in `render_multipart'
  vendor/plugins/redmine_contacts/app/models/note.rb:54:in `send_mails'
  vendor/plugins/redmine_contacts/app/controllers/contacts_controller.rb:199:in `add_note'
  passenger (2.2.14) lib/phusion_passenger/rack/request_handler.rb:92:in `process_request'
  passenger (2.2.14) lib/phusion_passenger/abstract_request_handler.rb:207:in `main_loop'
  passenger (2.2.14) lib/phusion_passenger/railz/application_spawner.rb:441:in `start_request_handler'
  passenger (2.2.14) lib/phusion_passenger/railz/application_spawner.rb:381:in `handle_spawn_application'
  passenger (2.2.14) lib/phusion_passenger/utils.rb:252:in `safe_fork'
  passenger (2.2.14) lib/phusion_passenger/railz/application_spawner.rb:377:in `handle_spawn_application'
  passenger (2.2.14) lib/phusion_passenger/abstract_server.rb:352:in `__send__'
  passenger (2.2.14) lib/phusion_passenger/abstract_server.rb:352:in `main_loop'
  passenger (2.2.14) lib/phusion_passenger/abstract_server.rb:196:in `start_synchronously'
  passenger (2.2.14) lib/phusion_passenger/abstract_server.rb:163:in `start'
  passenger (2.2.14) lib/phusion_passenger/railz/application_spawner.rb:222:in `start'
  passenger (2.2.14) lib/phusion_passenger/spawn_manager.rb:262:in `spawn_rails_application'
  passenger (2.2.14) lib/phusion_passenger/abstract_server_collection.rb:126:in `lookup_or_add'
  passenger (2.2.14) lib/phusion_passenger/spawn_manager.rb:256:in `spawn_rails_application'
  passenger (2.2.14) lib/phusion_passenger/abstract_server_collection.rb:80:in `synchronize'
  passenger (2.2.14) lib/phusion_passenger/abstract_server_collection.rb:79:in `synchronize'
  passenger (2.2.14) lib/phusion_passenger/spawn_manager.rb:255:in `spawn_rails_application'
  passenger (2.2.14) lib/phusion_passenger/spawn_manager.rb:154:in `spawn_application'
  passenger (2.2.14) lib/phusion_passenger/spawn_manager.rb:287:in `handle_spawn_application'
  passenger (2.2.14) lib/phusion_passenger/abstract_server.rb:352:in `__send__'
  passenger (2.2.14) lib/phusion_passenger/abstract_server.rb:352:in `main_loop'
  passenger (2.2.14) lib/phusion_passenger/abstract_server.rb:196:in `start_synchronously'

..Furthermore io get this wanings in my log:

/usr/local/lib/redmine-trunk/vendor/plugins/redmine_contacts/app/views/contacts/_form.html.erb:7: warning: don't put space before argument parentheses

RE: Contacts plugin - Added by Terence Mill almost 14 years ago

Terence Mill wrote:

Contacts nodes don't get saved!

i Meant contacts "notes"

[...]

..Furthermore io get this wanings in my log:
[...]

RE: Contacts plugin - Added by Terence Mill almost 14 years ago

Looks like Known Conflict with Plugin Redmine_messenger. Still not solved :(.

RE: Contacts plugin - Added by Terence Mill almost 14 years ago

Terence Mill wrote:

Looks like Known Conflict with Plugin Redmine_messenger. Still not solved :(.

There are two conflicts:

  1. Messenger The cause is that the mailer.rb is overwritten ..see Issue Report here . Adding notes to Contacts works if i remove messenger plugin
  2. Screenshot Paste Plugin 1.1.0 by von Jean-Philippe Lang - site auto update after clicking "Add note" does not work. Note only shows up if i make an manual site refresh.

RE: Contacts plugin - Added by Martin Belobrad almost 14 years ago

I translated the plugin into Czech. Please add this translation to the plugin. :)

cs.yml (3.18 KB) cs.yml

RE: Contacts plugin - Added by Peng Wang almost 14 years ago

I translated the plugin to Chinese, hope it can help.

zh.yml (38.1 KB) zh.yml

RE: Contacts plugin - Added by Kirill Bezrukov (RedmineUP) almost 14 years ago

Thanks for translations

RE: Contacts plugin - Added by ionut rascanu almost 14 years ago

Michal Slazak wrote:

The problem is that we have a custom required field that has to be assigned during issue creation. When creating an issue through Contact, it's not possible to assign any field besides Subject, Assigned To and Due Date.

Because the issue is not saved, Redmine fails to redirect to action 'show' here:

[...]

Hi Michal,
Do you have any idea how can be this one fixed?
I realdy need to use this one, but i'm just a newby here.
Thanks, Ionut

RE: Contacts plugin - Added by Peng Wang almost 14 years ago

Sorry, previous Chinese translation is incorrect, I uploaded the wrong file by mistake. The correct one is attached here.

Br
-Peng

zh.yml (3.03 KB) zh.yml

RE: Contacts plugin - Added by Kirill Bezrukov (RedmineUP) almost 14 years ago

New 1.1.5 version released

  • Full size photo preview
  • rest api and/or examples
  • Linking existing issues to contacts
  • 'add deal'/employee link when viewing a contact
  • deal status tag
  • Czech and Chinese locales

RE: Contacts plugin - Added by vitaly endors almost 14 years ago

Kirill,

Is there still a name conflict with the knowledgebase table?
Can one install both "knowledgebase" and the "Contacts" Plugin?
Maybe this is unfair to ask! Maybe I can move the knowledgebase table...

RE: Contacts plugin - Added by Terence Mill almost 14 years ago

Here is the german translation

de.yml (3.17 KB) de.yml

RE: Contacts plugin - Added by B P almost 14 years ago

Is it possible to directly choose a contact when reporting a new issue in the standard "New issue" page?

Thx !

RE: Contacts plugin - Added by Kirill Bezrukov (RedmineUP) almost 14 years ago

B P wrote:

Is it possible to directly choose a contact when reporting a new issue in the standard "New issue" page?

for now, it available only in issue show page

RE: Contacts plugin - Added by vaibhav saxena almost 14 years ago

Hi,
I have installed the plugin and its great. But my contact is not saving with tag. When i try to save a contact with tag, the page comes as internal error. Now when i click on the contact page it shows me following error

@ActionView::TemplateError (undefined method `color_name' for <Tag:0x6193188>) on line 3 of vendor/plugins/redmine_contacts/app/views/contacts/_tags_item.html.erb:
1: <span class="tag">
2: <%- if !is_note >
3: <= link_to tags_item.name, {:controller => "contacts", :action => "index", :project_id => Herve Harster, :tag => tags_item.name}, :project_id => "tag_#{tags_item.id}", :style => "background-color: #{tags_item.color_name}" >
4: < else >
5: <= link_to tags_item.name, {:controller => "contacts", :action => "contacts_notes", :project_id => Herve Harster, :tag => tags_item.name}, :project_id => "tag_#{tags_item.id}", :style => "background-color: #{tags_item.color_name}" >
6: < end -%>

vendor/plugins/redmine_contacts/app/views/contacts/_tags_item.html.erb:3
    vendor/plugins/redmine_contacts/app/views/contacts/_list.html.erb:28
    vendor/plugins/redmine_contacts/app/views/contacts/_list.html.erb:4:in `each'
    vendor/plugins/redmine_contacts/app/views/contacts/_list.html.erb:4
    vendor/plugins/redmine_contacts/app/views/contacts/index.html.erb:28
    C:/Ruby/lib/ruby/1.8/webrick/httpserver.rb:104:in `service'
    C:/Ruby/lib/ruby/1.8/webrick/httpserver.rb:65:in `run'
    C:/Ruby/lib/ruby/1.8/webrick/server.rb:173:in `start_thread'
    C:/Ruby/lib/ruby/1.8/webrick/server.rb:162:in `start'
    C:/Ruby/lib/ruby/1.8/webrick/server.rb:162:in `start_thread'
    C:/Ruby/lib/ruby/1.8/webrick/server.rb:95:in `start'
    C:/Ruby/lib/ruby/1.8/webrick/server.rb:92:in `each'
    C:/Ruby/lib/ruby/1.8/webrick/server.rb:92:in `start'
    C:/Ruby/lib/ruby/1.8/webrick/server.rb:23:in `start'
    C:/Ruby/lib/ruby/1.8/webrick/server.rb:82:in `start'

Rendering C:/Ruby/redmine-1.1.1/public/500.html (500 Internal Server Error)
@

please help me out with the solution. Am i missing something. I am using Redmine 1.1 and contact plugin 1.1.5

RE: Contacts plugin - Added by Kirill Bezrukov (RedmineUP) almost 14 years ago

I think problem in migration file. I changed add taggings table migration in this version. Try to delete index taggings or uninstall plugin and change attached file

009_create_taggings.rb (406 Bytes) 009_create_taggings.rb

RE: Contacts plugin - Added by Terence Mill over 13 years ago

Bug Report: Database Table name conflict with plugin redmine_tags

Both plugins use same table named "tags", which results in conflicts. Would b great if you would rename the table.

Redmine_tags: https://github.com/ixti/redmine_tags/
Redmine_contacts: http://www.redmine.org/boards/3/topics/19392

RE: Contacts plugin - Added by vaibhav saxena over 13 years ago

Kirill Bezrukov wrote:

I think problem in migration file. I changed add taggings table migration in this version. Try to delete index taggings or uninstall plugin and change attached file

I tried the attached file but now the migration is giving the problem

rake aborted!
C:/Ruby/redmine-0.9.4/vendor/plugins/redmine_contacts/db/migrate/009_create_taggings.rb:1: syntax error, unexpected '<'
<!DOCTYPE html PUBLIC "-//W3C//...
^
C:/Ruby/redmine-0.9.4/vendor/plugins/redmine_contacts/db/migrate/009_create_taggings.rb:2: syntax error, unexpected '<'
<html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en">
^
C:/Ruby/redmine-0.9.4/vendor/plugins/redmine_contacts/db/migrate/009_create_taggings.rb:2: syntax error, unexpected tIDENTIFIER, expecting $end
<html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en">

RE: Contacts plugin - Added by Kirill Bezrukov (RedmineUP) over 13 years ago

vaibhav saxena wrote:

Kirill Bezrukov wrote:

I think problem in migration file. I changed add taggings table migration in this version. Try to delete index taggings or uninstall plugin and change attached file

I tried the attached file but now the migration is giving the problem

rake aborted!
C:/Ruby/redmine-0.9.4/vendor/plugins/redmine_contacts/db/migrate/009_create_taggings.rb:1: syntax error, unexpected '<'
<!DOCTYPE html PUBLIC "-//W3C//...
^
C:/Ruby/redmine-0.9.4/vendor/plugins/redmine_contacts/db/migrate/009_create_taggings.rb:2: syntax error, unexpected '<'
<html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en">
^
C:/Ruby/redmine-0.9.4/vendor/plugins/redmine_contacts/db/migrate/009_create_taggings.rb:2: syntax error, unexpected tIDENTIFIER, expecting $end
<html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en">

U have to click a link

or here is http://www.redmine.org/attachments/download/5448/009_create_taggings.rb

RE: Contacts plugin - Added by Kirill Bezrukov (RedmineUP) over 13 years ago

I've just released version 1.1.6

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

I tried resolve all conflicts and postgres issues, please test

RE: Contacts plugin - Added by Terence Mill over 13 years ago

Same german strings wasn't translated

de.yml (3.17 KB) de.yml

RE: Contacts plugin - Added by Kirill Bezrukov (RedmineUP) over 13 years ago

Terence Mill wrote:

Same german strings wasn't translated

Will be in new release. Thank you. What about conflicts with other plugins?

RE: Contacts plugin - Added by Terence Mill over 13 years ago

Terence Mill wrote:

Bug Report: Database Table name conflict with plugin redmine_tags

Both plugins use same table named "tags", which results in conflicts. Would b great if you would rename the table.

Redmine_tags: https://github.com/ixti/redmine_tags/
Redmine_contacts: http://www.redmine.org/boards/3/topics/19392

Still not fixed?

ActionView::TemplateError (Mysql::Error: Unknown column 'taggings.taggable_id' in 'where clause': SELECT `tags`.* FROM `tags`  INNER JOIN `taggings` ON `tags`.id = `taggings`.tag_id    WHERE ((`taggings`.taggable_id = 6) AND (`taggings`.taggable_type = 'Contact') AND ((taggings.tagger_id IS NULL AND taggings.context = 'tags'))) ) on line #28 of vendor/plugins/redmine_contacts/app/views/contacts/_list.html.erb:
25:                     <% end %>
26:                 </div>
27:                 <div class="tags">
28:                     <%= render :partial => "tags_item", :collection => contact.tags, :locals => {:is_note => false}  %>
29:                 </div>
30:             </td>
31:         </tr>         

    vendor/plugins/redmine_contacts/app/views/contacts/_list.html.erb:28
    vendor/plugins/redmine_contacts/app/views/contacts/_list.html.erb:4:in `each'
    vendor/plugins/redmine_contacts/app/views/contacts/_list.html.erb:4
    vendor/plugins/redmine_contacts/app/views/contacts/index.html.erb:28
    passenger (2.2.14) lib/phusion_passenger/rack/request_handler.rb:92:in `process_request'
    passenger (2.2.14) lib/phusion_passenger/abstract_request_handler.rb:207:in `main_loop'
    passenger (2.2.14) lib/phusion_passenger/railz/application_spawner.rb:441:in `start_request_handler'
    passenger (2.2.14) lib/phusion_passenger/railz/application_spawner.rb:381:in `handle_spawn_application'
    passenger (2.2.14) lib/phusion_passenger/utils.rb:252:in `safe_fork'
    passenger (2.2.14) lib/phusion_passenger/railz/application_spawner.rb:377:in `handle_spawn_application'
    passenger (2.2.14) lib/phusion_passenger/abstract_server.rb:352:in `__send__'
    passenger (2.2.14) lib/phusion_passenger/abstract_server.rb:352:in `main_loop'
    passenger (2.2.14) lib/phusion_passenger/abstract_server.rb:196:in `start_synchronously'
    passenger (2.2.14) lib/phusion_passenger/abstract_server.rb:163:in `start'
    passenger (2.2.14) lib/phusion_passenger/railz/application_spawner.rb:222:in `start'
    passenger (2.2.14) lib/phusion_passenger/spawn_manager.rb:262:in `spawn_rails_application'
    passenger (2.2.14) lib/phusion_passenger/abstract_server_collection.rb:126:in `lookup_or_add'
    passenger (2.2.14) lib/phusion_passenger/spawn_manager.rb:256:in `spawn_rails_application'
    passenger (2.2.14) lib/phusion_passenger/abstract_server_collection.rb:80:in `synchronize'
    passenger (2.2.14) lib/phusion_passenger/abstract_server_collection.rb:79:in `synchronize'
    passenger (2.2.14) lib/phusion_passenger/spawn_manager.rb:255:in `spawn_rails_application'
    passenger (2.2.14) lib/phusion_passenger/spawn_manager.rb:154:in `spawn_application'
    passenger (2.2.14) lib/phusion_passenger/spawn_manager.rb:287:in `handle_spawn_application'
    passenger (2.2.14) lib/phusion_passenger/abstract_server.rb:352:in `__send__'
    passenger (2.2.14) lib/phusion_passenger/abstract_server.rb:352:in `main_loop'
    passenger (2.2.14) lib/phusion_passenger/abstract_server.rb:196:in `start_synchronously'

</pre

RE: Contacts plugin - Added by Terence Mill over 13 years ago

Seems as you missed a column, don't you?

class CreateTaggings < ActiveRecord::Migration
  def self.up      
    unless ActsAsTaggableOn::Tagging.table_exists?  
      create_table :taggings, :id => false do |t|
        t.column :tag_id, :integer
        t.column :container_id, :integer
        t.column :container_type, :string
      end
    end
  end

Where is taggings.taggable_id ?

RE: Contacts plugin - Added by Kirill Bezrukov (RedmineUP) over 13 years ago

Terence Mill wrote:

Seems as you missed a column, don't you?

[...]

Where is taggings.taggable_id ?

No I have 018 migration for adding col.

Did you run rake db:migration_plugins ?

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