Ideas

New plugin ideas or new features ideas for existed plugins
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Add "Teams" field to contacts

Similar to the "Skype" field. Also with an button to start a teams call directly.Team calls can...

  • 515 views
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Generate PDF from Deals Planned

Functionality logic is same as invoices PDF, possibility to create custom PDF template for Deals...

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auto-closed message

Is it possible to send a auto-closed message when the issue status is changed to „closed“?

  • 473 views
0

Checklists full text search in items On review

We have lot of information stored in Checklists lines. However if I find for some of those inform...

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Invoices Plugin: auto populate rates

The invoices plugin allows to create invoices from issues.It would be much appreciated to get t...

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Helpdesk plugin: Add "To Address" condition to workflow automation rules to support custom handling of issues based on specific target mail address

We use Office 365 for our Exchange/Outlook communication, and we have tried to setup the Helpdesk...

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Custom Field Permissions Issue - People plugin

We are currently facing an issue related to Custom fields Users permissions in Redmine plugin Peo...

  • 423 views
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Linking tasks in deals from a different project

In our company, we use Redmine Up's CRM to manage our sales through a project called "SALES." How...

  • 421 views
0

Update Invoices via REST API Rejected

We know there is the possibility to create invoices via RestAPI and we are using it (https://www....

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Reports shoudl work for projects and project lists too

Reports have to be able to generate not only for the issues and issue lists but for projects and ...

  • 419 views
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CRM plugin - filtering in Deals through Contacts labels

The labels on the Contacts are very useful.It would be more useful if the user could filter in ...

  • 413 views
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CRM Contacts: this contact does not belong to the company anymore

Sometimes a contact in a customer company moves to another company. After that, the new company b...

  • 409 views
  • crm
0

CRM plugin - Saved queries saving the List Style in Deals

The Deals view allows to save queries as many other views / pages.It would be great to include ...

  • 402 views
  • crm
0

Add custom field of type "operation" to tickets

You currently can't a custom field of type "Operation" in Tickets.This would be nice so you can...

  • 397 views
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CRM + Products + Invoice plugins - connection between Deal - Order - Invoice

When a Sales representative is creating a Deal, they add multiple products. If that Deal is suc...

  • 395 views
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Reminder Features Helpdesk Plugin On review

Dear Team, Please add more features to the existing helpdesk plugin like Auto author Remind...

  • 392 views
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Reports should be able to manipulate custom fields

Currently reports only use built-in fields. Expanding them over to custom fields would be rather ...

  • 388 views
0

Add "closed on" date to issue view/edit page On review

I think could be useful to display on issue view/edit page the "closed on" date after "Start d...

  • 388 views
0

CRM plugin: Mandatory reason for "Closing Lost"

When a deal is lost, it is very useful to keep track of the reason.It would be very useful to h...

  • 382 views
  • crm
0

CRM plugin - Deals export including notes

I have tried to export deals as a CSV file. I have found that the CSV includes a very limited amo...

  • 375 views
  • crm
0

CMS plugin connecting form to Contacts in CRM plugin

It would be very useful to create a web page with the CMS plugin that includes a form to retrieve...

  • 366 views
  • crm
0

CRM plugin - Ability to configure the default display columns if Table selected

The CRM plugin allows to set what is the default List Style when you first open the Deals view. T...

  • 365 views
  • crm
0

CRM plugin - differentiate between sent email and received email

In the CRM plugin users can add Notes to Deals. This Notes can be categorized as Notes, Meetings,...

  • 352 views
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Invoices Plugin: Auto populate the client when creating invoice from issues

The invoices plugin allows to create an invoice automatically from one or several issues inside a...

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CRM plugin - adding tags to multiple contacts as a bulk operation

Adding tags to contacts is a very useful feature.Sometimes that same tag applies to several con...

  • 335 views
  • crm
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