dhanasingh / redmine_wktime

ERPmine is an open source free ERP for Service Industries. It runs within Redmine
https://erpmine.org/
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CRM > Contacts not populating Contact list for other forms #282

Closed Draekmus closed 1 year ago

Draekmus commented 1 year ago

Hello, I have noticed that, when I add a contact in the CRM module, that it is not populating that name to lists referencing Contact.

For example, if I go into Billing > Invoice, and choose to filter by Contact, the list is blank.

This seems to affect contacts regardless if they are associated with an account/opportunity/lead or not.

Is this a glitch? Not yet implemented? Or am I missing something with how Contacts are handled?

Both the latest stable (4.6) and Git versions of ERPMine have this issue for me.

I am using Redmine 5.0.4, with PostgreSQL 15 as the database backend.

cdhana17 commented 1 year ago

You will have to add a project to that contact

Screenshot 2023-03-02 at 11 31 52 AM

And setup billing for that project

Screenshot 2023-03-02 at 11 32 09 AM

Then you will see the contact list populated

Draekmus commented 1 year ago

@cdhana17 Unfortunately, that has not worked. I cannot associate the contact with the project because the Name drop-down box is empty.

I did find the solution to my problem: contacts will not appear on any list if they do not have an email address associated with them. As soon as I put in an address, they started populating the list.

This is specific to Contacts only and does not affect Accounts, Leads, or Opportunities as far as I could tell.

Should email addresses be required for Contacts?

cdhana17 commented 1 year ago

ok, we will take a look

cdhana17 commented 1 year ago

This issue is fixed in 4.7. 4.7 is released, Please take a look.