gitlab-org--gitlab-foss/doc/user/crm/index.md

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Customer relations management (CRM) (FREE)

Introduced in GitLab 14.6 with a flag named customer_relations. Disabled by default.

FLAG: On self-managed GitLab, by default this feature is not available. To make it available, ask an administrator to enable the feature flag named customer_relations. On GitLab.com, this feature is not available. You should not use this feature for production environments.

With customer relations management (CRM) you can create a record of contacts (individuals) and organizations (companies) and relate them to issues.

You can use contacts and organizations to tie work to customers for billing and reporting purposes. To read more about what is planned for the future, see issue 2256.

Contacts

To view a group's contacts:

1. On the top bar, select Menu > Groups and find your group.
2. On the left sidebar, select Customer relations > Contacts.

You can only create or update contacts using the GraphQL API.

Organizations

To view a group's organizations:

1. On the top bar, select Menu > Groups and find your group.
2. On the left sidebar, select Customer relations > Organizations.

You can only create or update organizations using the GraphQL API.

Issues

View issue contacts

You can view contacts associated with an issue in the right sidebar.

To view a contact's details, hover over the contact's name.

You can also view issue contacts using the GraphQL API.

Add or remove issue contacts

Prerequisites:

• You must have at least the Developer role for a group.

To add contacts to an issue use the /add_contacts quick action.

To remove contacts from an issue use the /remove_contacts quick action.

You can also add, remove, or replace issue contacts using the GraphQL API.