Tagging a Client in a Ticket - CLOUD

[mike.diaz]

We have various services we provide to our clients which are tracked as service, incident, and change requests.  Most of these tickets are created internally, and we'd like to know if there's a way to tag a client in each ticket.  For example - If we have a ticket to perform a penetration test for a client, we want to note or tag the client business name in the ticket.  This would allow us to say we've done X number penetration tests for client XYZ. 

We don't need contacts from our clients in Jira, only the business/company name.  I'm thinking something similar to the way ConnectWise works, where a ticket is opened (internally or by the client) and the company name is attached. Is this a feature that's available?  Right now we're using a custom label field to enter the client name but this is not a good long term solution.

Thank you!

[Alex Koxaras -Relational- · Accepted solution]

Hi @mike.diaz and welcome!

My best guess would be to either create a post function on your workflows and in particular on the create transition, which would add the organization name to the summary, either to create an automation which would do the same thing.

Similar approach I would use in the case where you would create linked issues to a software project, to which you and your team would talk internally about your customer needs.

Would that work for you?

[mike.diaz]

Thank you, this is really helpful!