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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 Alex A over 13 years ago

What this error mean?

Processing SettingsController#plugin (for 192.0.0.183 at 2011-05-25 07:40:40) [GET]
  Parameters: {"action"=>"plugin", "id"=>"contacts", "controller"=>"settings"}
Rendering template within layouts/admin
Rendering settings/plugin

ActionView::TemplateError (Expected /usr/local/lib/ruby/gems/1.8/gems/acts-as-taggable-on-2.0.6/lib/acts_as_taggable_on/acts_as_taggable_$
25:             <th align="center" style="width:10%;"> </th>
26:     </thead>
27:     <tbody>
28:             <% ActsAsTaggableOn::Tag.find(:all, :include => :taggings, :conditions => "#{ActsAsTaggableOn::Tagging.table_name}.taggab$
29:                     <tr id="<%= tag.id %>" class="<%= cycle("odd", "even") %> hascontextmenu ">
30:                             <td><%= tag.name %></td>
31:                             <td style="background-color: <%= tag.color_name %>;"><%= tag.color_name %></td>

    vendor/plugins/redmine_contacts/app/views/settings/_contacts.html.erb:28
    app/views/settings/plugin.rhtml:6:in `_run_rhtml_app47views47settings47plugin46rhtml'
    app/views/settings/plugin.rhtml:4:in `_run_rhtml_app47views47settings47plugin46rhtml'
    passenger (3.0.7) lib/phusion_passenger/rack/request_handler.rb:96:in `process_request'
    passenger (3.0.7) lib/phusion_passenger/abstract_request_handler.rb:513:in `accept_and_process_next_request'
    passenger (3.0.7) lib/phusion_passenger/abstract_request_handler.rb:274:in `main_loop'
    passenger (3.0.7) lib/phusion_passenger/classic_rails/application_spawner.rb:321:in `start_request_handler'
    passenger (3.0.7) lib/phusion_passenger/classic_rails/application_spawner.rb:275:in `send'
    passenger (3.0.7) lib/phusion_passenger/classic_rails/application_spawner.rb:275:in `handle_spawn_application'
    passenger (3.0.7) lib/phusion_passenger/utils.rb:479:in `safe_fork'
    passenger (3.0.7) lib/phusion_passenger/classic_rails/application_spawner.rb:270:in `handle_spawn_application'
    passenger (3.0.7) lib/phusion_passenger/abstract_server.rb:357:in `__send__'
    passenger (3.0.7) lib/phusion_passenger/abstract_server.rb:357:in `server_main_loop'
    passenger (3.0.7) lib/phusion_passenger/abstract_server.rb:206:in `start_synchronously'
    passenger (3.0.7) lib/phusion_passenger/abstract_server.rb:180:in `start'
    passenger (3.0.7) lib/phusion_passenger/classic_rails/application_spawner.rb:149:in `start'
    passenger (3.0.7) lib/phusion_passenger/spawn_manager.rb:219:in `spawn_rails_application'
    passenger (3.0.7) lib/phusion_passenger/abstract_server_collection.rb:132:in `lookup_or_add'
    passenger (3.0.7) lib/phusion_passenger/spawn_manager.rb:214:in `spawn_rails_application'

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

Alex A wrote:

What this error mean?

It looks like you have acts-as-taggable-on plugin and acts-as-taggable-on gem at same time. Try delete plugin

RE: Contacts plugin - Added by Alex A over 13 years ago

Kirill Bezrukov wrote:

Alex A wrote:

What this error mean?

It looks like you have acts-as-taggable-on plugin and acts-as-taggable-on gem at same time. Try delete plugin

acts-as-taggable-on plugin is a redmine plugin? There is no that plugin in redmine/vendor/plugins

RE: Contacts plugin - Added by zacky azoulay over 13 years ago

Hi,

I download redmine_contacts_1-2-1 (redmine_contacts_1-2-1.tar.gz)
install it on ruby 1.87, redmine 1.0.1 on windows
run the migration

When I try to create a new contact I got the following

Processing ContactsController#new (for 10.26.244.69 at 2011-05-25 09:36:58) [GET]
Parameters: {"project_id"=>"cnw", "action"=>"new", "controller"=>"contacts"}

NoMethodError (undefined method `find_project_by_project_id' for #<ContactsController:0x8710a88>):

Rendering C:/xampp/redmine/public/500.html (500 Internal Server Error)

is something wrong with my environment?

Thank and regards Zacky

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

zacky azoulay wrote:

Hi,

I download redmine_contacts_1-2-1 (redmine_contacts_1-2-1.tar.gz)
install it on ruby 1.87, redmine 1.0.1 on windows
run the migration

When I try to create a new contact I got the following

Processing ContactsController#new (for 10.26.244.69 at 2011-05-25 09:36:58) [GET]
Parameters: {"project_id"=>"cnw", "action"=>"new", "controller"=>"contacts"}

NoMethodError (undefined method `find_project_by_project_id' for #<ContactsController:0x8710a88>):

Rendering C:/xampp/redmine/public/500.html (500 Internal Server Error)

is something wrong with my environment?

Thank and regards Zacky

As I remember I've fixed this bug, but if not you should update redmine to 1.1

RE: Contacts plugin - Added by zacky azoulay over 13 years ago

Hi,

Thank I update to redmine-1.1.3 and it is working, now I try to use the REST API ( to get the all contact) without any success.

I guess that I need to use the redmine_client gem.

I copy the file Ruby187\lib\ruby\gems\1.8\gems\redmine_client-0.0.1\lib\redmine_client\issue.rb to contact.rb
Change it to
module RedmineClient
class Contact < RedmineClient::Base
end
end
add the line --require 'redmine_client/contact'-- to the file \lib\ruby\gems\1.8\gems\redmine_client-0.0.1\lib\redmine_client.rb
I login (using RedmineClient::Base.configure)
I run the following
puts "Found #{RedmineClient::Project.find(:all).count} Projects" that is working ok
puts "Found #{RedmineClient::Contact.find(:all).count} Contacts" I got the error ActiveResource::UnauthorizedAccess: Failed with 401 Unauthorized

Is it the correct way to use the REST API with the contact plugin?
Can you please direct me how to use the REST API capability with the contact plugin?

Thank and Regards Zacky

RE: Contacts plugin - Added by zacky azoulay over 13 years ago

Hi,

Sorry please ignore, the REAST API was disable, in Administration -> Settings -> Authentication enable

Then it was working ok

require 'rubygems'
require 'active_resource'

class Contact < ActiveResource::Base
    self.site = 'http://ilsbvm69.tlv.sap.corp:2080/redmine-1.1.3.org'
    self.user = 'admin'
    self.password = 'admin'
 end

contact = Contact.find(:all)
puts contact.first.first_name

Thank and Regards Zacky

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

zacky azoulay wrote:

Hi,

Sorry please ignore, the REAST API was disable, in Administration -> Settings -> Authentication enable

Then it was working ok

require 'rubygems'
require 'active_resource'

class Contact < ActiveResource::Base
self.site = 'http://ilsbvm69.tlv.sap.corp:2080/redmine-1.1.3.org'
self.user = 'admin'
self.password = 'admin'
end

contact = Contact.find(:all)
puts contact.first.first_name

Thank and Regards Zacky

Hi Zacky,

i' am interested what your are trying to solve. Can you explain ur goals? Cheers Terence.

RE: Contacts plugin - Added by zacky azoulay over 13 years ago

Hi,

I try to learn how to add a REST API capability to a redmine plug-in (without success).
I would like to be able read and write my Redmine plug-in data from outside tool (using Redmine Client - Access the Redmine API in Ruby)
For example my plugin is a process request (belong to a project).
A scheduler external tool will check for new request, run the process and by the end mark the request as done.

I so that the contact plug-in impalement the REST API , but unfortunately i cannot figure out how it done.

Is there a document or example how to add the REST API capability to the plug-in .

Thank and Regards Zacky

RE: Contacts plugin - Added by Mateusz Boroww over 13 years ago

Hi, I have a problem downloading the plugin, web address http://redmine.hgftr.ru/attachments/download/178/redmine_contacts.zip does not work. Can someone provide an alternate link?

RE: Contacts plugin - Added by Hakan Buyukbayrak over 13 years ago

Has anyone tested contacts plugin with Redmine Release 1.2.0 ? I plan an upgrade to 1.2.0 but have no idea if our contacts will be affected or not. Thanks.

RE: Contacts plugin - Added by Mateusz Boroww over 13 years ago

Hakan Buyukbayrak you have the latest version of the Contacts plugin Plugin? If so you can send to me at the address . I would be very grateful.

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

Here is a last public version.
For some time site will be unavailable. I'm changing hosting

redmine_contacts_1-2-1.tar.gz (60 KB) redmine_contacts_1-2-1.tar.gz

RE: Contacts plugin - Added by Mateusz Boroww over 13 years ago

Thank you very much!

RE: Contacts plugin - Added by Artyom Sergeev over 13 years ago

Hello. Sorry for stupid question but how can I place "Contacts" button to a project menu as it pictured on screenshot? I mean button between "Repository" and "Settings". Redmine version is 1.1.3, contacts plugin - 1.2.1. It's activated, but we can see "Contacts" button only at the top of page.

RE: Contacts plugin - Added by Artyom Sergeev over 13 years ago

oops, I found it.

RE: Contacts plugin - Added by Hakan Buyukbayrak over 13 years ago

I did a translation for Turkish language. It is for version 1.2.1

tr.yml (4.04 KB) tr.yml

RE: Contacts plugin - Added by Hans Schmidt over 13 years ago

German translation for version 1.2.1

de.yml (4.18 KB) de.yml German translation

RE: Contacts plugin - Added by Artyom Sergeev over 13 years ago

How can I add more deals statuses? Is it possible?

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

Artyom Sergeev wrote:

How can I add more deals statuses? Is it possible?

Only in version 2, and it is in testing now

RE: Contacts plugin - Added by Artyom Sergeev over 13 years ago

Thanks for your answer. I did it myself by editing deal.rb and ru.yml files. Will wait for version 2 where it could be easier.

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

Huh!.. The site
http://redmine.hgftr.ru is Offline by "Passenger error" seince 4 days know.

Is there a solution for the knowledgebase-contact -tag issue`

We have contact working and installed knowledgebase ..now we can't access issue details and issue list any more.
We get error message and this log:

ActionView::TemplateError (undefined local variable or method `redmine_tags_settings' for #<ActionView::Base:0x7f624d906210>) on line #1 of vendor/plugins/redmine_tags/app/views/issues/_tags_sidebar.html.erb:
1: <% unless sidebar_tags.empty? -%>
2:   <%= stylesheet_link_tag 'redmine_tags', :plugin => 'redmine_tags' %>
3:   <h3><%= l(:tags) %></h3>
4:   <%= render_sidebar_tags %>

    vendor/plugins/redmine_tags/app/views/issues/_tags_sidebar.html.erb:1
    lib/redmine/hook.rb:113:in `send'
    lib/redmine/hook.rb:113:in `view_issues_sidebar_planning_bottom'
    lib/redmine/hook.rb:63:in `send'
    lib/redmine/hook.rb:63:in `call_hook'
    lib/redmine/hook.rb:63:in `each'
    lib/redmine/hook.rb:63:in `call_hook'
    lib/redmine/hook.rb:60:in `tap'
    lib/redmine/hook.rb:60:in `call_hook'
    lib/redmine/hook.rb:144:in `call_hook'
    app/views/issues/_sidebar.rhtml:14:in `_run_rhtml_app47views47issues47_sidebar46rhtml_locals_object_sidebar'
    app/views/issues/show.rhtml:119:in `_run_rhtml_app47views47issues47show46rhtml'
    app/helpers/application_helper.rb:856:in `content_for'
    app/views/issues/show.rhtml:118:in `_run_rhtml_app47views47issues47show46rhtml'
    app/controllers/issues_controller.rb:117:in `show'
    app/controllers/issues_controller.rb:116:in `show'
    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'

RE: Contacts plugin - Added by Anonymous over 13 years ago

Hi,

I am really in trouble here. My rake db:migrate task now fails with

"uninitialized constant Contact"

Any idea where that might be hidden??

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

We have an external system we would like to mass impoprt contacts. This should be possible once and updating.
Would be a great feature and make mirgation easy.

RE: Contacts plugin - Added by Oliver Wand over 13 years ago

I added the plugin to a fresh 1.2.1 installation.

When trying to add a new contact an internal error occurs and production log shows:

Processing ContactsController#new (for 79.252.137.82 at 2011-08-07 10:42:07) [GET]
  Parameters: {"controller"=>"contacts", "action"=>"new", "project_id"=>"pakt"}
Rendering template within layouts/base
Rendering contacts/new

ActionView::TemplateError (/usr/local/nginx/html/rm/redmine/vendor/plugins/redmine_contacts/app/views/contacts/_form.html.erb:8: syntax error, unexpected ',', expecting ')'
...cat(( f.check_box (:is_company, :label=>l(:field_contact_is_...
...                               ^
/usr/local/nginx/html/rm/redmine/vendor/plugins/redmine_contacts/app/views/contacts/_form.html.erb:8: syntax error, unexpected ',', expecting ')'
...=>l(:field_contact_is_company),  :onclick => "if (this.check...
...                               ^
/usr/local/nginx/html/rm/redmine/vendor/plugins/redmine_contacts/app/views/contacts/_form.html.erb:8: syntax error, unexpected ')', expecting keyword_end
...ntact_job_title)}';}" ) ).to_s); @output_buffer.concat "</p>...
...                               ^) on line #8 of vendor/plugins/redmine_contacts/app/views/contacts/_form.html.erb:
5:         
6:     <p class="avatar"><%= avatar_to(@contact, :size => "64") %></p>    
7:     <p><%= label_tag l(:field_contact_avatar) %> <%= file_field_tag 'contact_avatar[file]', :size => 30, :id => nil  -%> </p>
8:     <p><%= f.check_box (:is_company, :label=>l(:field_contact_is_company),  :onclick => "if (this.checked) {Element.hide('person_data');$('job_title').firstChild.innerHTML='#{l(:field_company_field)}';} else {Element.show('person_data');$('job_title').firstChild.innerHTML='#{l(:field_contact_job_title)}';}" ) %></p>
9:     <p><%= f.text_field :first_name, :label=> !@contact.is_company ? l(:field_contact_first_name) : l(:field_contact_name), :required => true, :size => 80 %></p>    
10:     <% if @contact.is_company %>
11:     <div id="person_data" style="display: none;">

    vendor/plugins/redmine_contacts/app/views/contacts/new.html.erb:4:in `block in _run_erb_vendor47plugins47redmine_contacts47app47views47contacts47new46html46erb'
    app/helpers/application_helper.rb:766:in `labelled_tabular_form_for'
    vendor/plugins/redmine_contacts/app/views/contacts/new.html.erb:3
    <internal:prelude>:10:in `synchronize'
    passenger (3.0.8) lib/phusion_passenger/rack/request_handler.rb:96:in `process_request'
    passenger (3.0.8) lib/phusion_passenger/abstract_request_handler.rb:513:in `accept_and_process_next_request'
    passenger (3.0.8) lib/phusion_passenger/abstract_request_handler.rb:274:in `main_loop'
    passenger (3.0.8) lib/phusion_passenger/classic_rails/application_spawner.rb:321:in `start_request_handler'
    passenger (3.0.8) lib/phusion_passenger/classic_rails/application_spawner.rb:275:in `block in handle_spawn_application'
    passenger (3.0.8) lib/phusion_passenger/utils.rb:479:in `safe_fork'
    passenger (3.0.8) lib/phusion_passenger/classic_rails/application_spawner.rb:270:in `handle_spawn_application'
    passenger (3.0.8) lib/phusion_passenger/abstract_server.rb:357:in `server_main_loop'
    passenger (3.0.8) lib/phusion_passenger/abstract_server.rb:206:in `start_synchronously'
    passenger (3.0.8) lib/phusion_passenger/abstract_server.rb:180:in `start'
    passenger (3.0.8) lib/phusion_passenger/classic_rails/application_spawner.rb:149:in `start'
    passenger (3.0.8) lib/phusion_passenger/spawn_manager.rb:219:in `block (2 levels) in spawn_rails_application'
    passenger (3.0.8) lib/phusion_passenger/abstract_server_collection.rb:132:in `lookup_or_add'
    passenger (3.0.8) lib/phusion_passenger/spawn_manager.rb:214:in `block in spawn_rails_application'
    passenger (3.0.8) lib/phusion_passenger/abstract_server_collection.rb:82:in `block in synchronize'
    <internal:prelude>:10:in `synchronize'
    passenger (3.0.8) lib/phusion_passenger/abstract_server_collection.rb:79:in `synchronize'
    passenger (3.0.8) lib/phusion_passenger/spawn_manager.rb:213:in `spawn_rails_application'
    passenger (3.0.8) lib/phusion_passenger/spawn_manager.rb:132:in `spawn_application'
    passenger (3.0.8) lib/phusion_passenger/spawn_manager.rb:275:in `handle_spawn_application'
    passenger (3.0.8) lib/phusion_passenger/abstract_server.rb:357:in `server_main_loop'
    passenger (3.0.8) lib/phusion_passenger/abstract_server.rb:206:in `start_synchronously'
    passenger (3.0.8) helper-scripts/passenger-spawn-server:99:in `<main>'

Any ideas about this?

(126-150/170)