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nexedi
gitlab-ce
Commits
a88fbb92
Commit
a88fbb92
authored
Mar 22, 2022
by
Lee Tickett
Committed by
Marcin Sedlak-Jakubowski
Mar 22, 2022
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Update CRM docs around moving issues, projects and groups
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doc/user/crm/index.md
View file @
a88fbb92
...
...
@@ -103,7 +103,15 @@ organizations using the GraphQL API.
### Edit an organization
You can only
[
edit
](
../../api/graphql/reference/index.md#mutationcustomerrelationsorganizationupdate
)
To edit an existing organization:
1.
On the top bar, select
**Menu > Groups**
and find your group.
1.
On the left sidebar, select
**Customer relations > Organizations**
.
1.
Next to the organization you wish to edit, select
**Edit**
(
**{pencil}**
).
1.
Edit the required fields.
1.
Select
**Save changes**
.
You can also
[
edit
](
../../api/graphql/reference/index.md#mutationcustomerrelationsorganizationupdate
)
organizations using the GraphQL API.
## Issues
...
...
@@ -171,3 +179,23 @@ When you use the `/add_contacts` or `/remove_contacts` quick actions, follow the
/add_contacts [contact:
/remove_contacts [contact:
```
## Moving objects with CRM entries
The root group is the topmost group in the group hierarchy.
When you move an issue, project, or group
**within the same group hierarchy**
,
issues retain their contacts.
When you move an issue or project and the
**root group changes**
,
issues lose their contacts.
When you move a group and its
**root group changes**
:
-
All unique contacts and organizations are migrated to the new root group.
-
Contacts that already exist (by email address) are deemed duplicates and deleted.
-
Organizations that already exist (by name) are deemed duplicates and deleted.
-
All issues retain their contacts or are updated to point at contacts with the same email address.
If you do not have permission to create contacts and organizations in the new
root group, the group transfer fails.
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