Additional Customer Information on the Jira Service Management

[jeffrey.wee]

Hello,

Is there a way I can pre-populate some additional customer information like Mobile Phone, Role, etc? I can add a customer on my Org but only Name and email can be entered automatically. Can I add custom field so that the next time the customer submit a ticket he/she won't need to enter those details again?

Thanks,
Jeffrey 

[Pramodh M · Accepted solution]

Hi @jeffrey.wee 

Please find the details for the same issue.

https://community.atlassian.com/t5/Jira-Service-Management/Jira-Service-Desk-Customer-Profile-Details/qaq-p/1107228

Thanks,
Pramodh

[jeffrey.wee]

Thanks @Pramodh M . Appreciate your help. 

[Kate Pawlak _Appsvio_]

Hi,

There is no such functionality in the native Jira and Jira Service Management. You can add additional custom fields on the request form but it's not comfortable and the usability of this solution is horrible. Especially, if you have a lot of customers, and they create more than one ticket.

To collect information about customers and organizations I would like to recommend trying our app: Customer Details for Jira Service Management. It allows you to design a form in which you define what data you need. The field values can be provided not only by service agents but also by customers on their profiles.

Kate

[Nigel Rochford]

We have an app that enables you to capture information about your clients (at the organisation level) and then use this information in context in JSM or JSW issues (via an issue glance). 

Please check it out and let us know your thoughts!

https://marketplace.atlassian.com/apps/1222515/crumbs-simple-crm-for-jira-and-jsm