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Informations about customers

Chris Z January 8, 2020

Hello,

I want to customize the informations about the customers in Jira HelpDesk, example :

- customer ID

- compagny ID

- departement

...

I see we can customize every element in an ticket, but I don't find about customers informations.

Thanks for your replies.
Christophe

2 answers

1 accepted

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Mike Bowen
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January 8, 2020

Hi @Chris Z 

Shouldn't your customer be the one to do the customisation? 

You can (if you are a Jira Administrator) via the User Administration - Jira Service Desk - change the Full Name and the password, but that is all you can change. There are no options for Company ID, Department, Customer ID. 

 

-Mike

Chris Z January 10, 2020

Hi @Mike,

Thanks for your reply.

It's a shame we can customize everything on a ticket but not the customer base.

I saw that you could connect a CRM with all the customer information.

Christophe

Nigel Rochford
Atlassian Partner
April 29, 2020

@Chris Z not sure if you found a solution but we are currently running a private beta for a simple new Cloud app for Jira which enables you to centrally store information about customers and then show this in-context within the issues themselves. It automatically syncs organizations from Jira Service Desk.

Send an email to info@newverveconsulting.com if you're interested in participating or seeing a demo.

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Nigel Rochford
Atlassian Partner
July 14, 2020

Our simple customer management app is now live on the Marketplace :) Crumbs for Jira will give you a centralized place to store extra information about JSD organizations.

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

Chris Z July 20, 2020

Thanks @Nigel Rochford but it's not complete and miss some informations

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