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Able to customize the back-end Customer screen?

Dana Grahf June 9, 2021

Is it possible to customize the fields that display on the Customers screen? We have a CRM plugin for Salesforce installed in Jira and want to display the customer code and account.

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2 answers

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Daniel Ebers
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June 14, 2021

Hi @Dana Grahf

unfortunately there is no option to adjust this page, for example it won't be possible to add a columns like you suggested.

In case you are using an App it will be up to the App to display all information you want to see in its own way (probably a different page than what you are seeing).
If an App can inject code to display more on the "Customers" page is unlikely but if the vendor should have found a way to do so they will be able to tell you about that feature (however, it is unlikely and the App's logic will probably be somewhere else, on a different screen).

Regards,
Daniel

0 votes
Katarzyna
Atlassian Partner
June 9, 2021

@Dana Grahf , 

I'm not sure what app do you use because I see more than one connector on the Atlassian marketplace. Nevertheless, I recommend to contact a vendor responsible for the app. On the marketplace, on the app' listing you can find the "Support" tab where is the contact information.

Dana Grahf June 11, 2021

Disregard the connector piece - the main question - is can we customize the fields that display on the OOTB Jira Server "Customers" screen?

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