Customer Service Contract

[Jeremy West]

I am building out a new Service Desk for work - we sell support as an option to customers, at the moment customers with valid support contracts are just stored in a spreadsheet with a support form/to column.

I would like to integrate this data so when a customer creates a ticket on our service desk it will tell us if they have a valid support contract, if not we will provide a quote for service based on their request.

We have a CRM, just not sure the best way to do this - was hoping someone may have similar experience or have a good way to make this work?

[Dave Theodore [Coyote Creek Consulting]]

There is an App for Jira and Jira Service Desk called nFeed. It can do this sort of stuff. It's only available for Server and Data Center (self hosted) versions, though. 

I wrote a blog article last year and did a webinar on Jira Service Desk where I discussed this topic and showed a simple demo. This will give you some idea what to expect. I hope this helps!

[Jeremy West]

I saw that, then was shattered when it was only available for Server as it looks perfect!!

I think I have managed to work around the issue but adding a custom field in our CRM that I can expose using CRM Integration - its not the most elegant solution but it is delivering the information to the issue I wanted so I guess it will do for now.

[Christophe Promé]

Hello Jeremy,

I am the product manager of nFeed.

Indeed, currently nFeed is only available on Jira Server, but we want to port it to Jira Cloud.

This project is still at an early stage, we are currently collecting customer inputs and feedback.

Could you take a few minutes to fill this survey? https://valiantys-software.atlassian.net/servicedesk/customer/portal/1/create/31

Thanks in advance!

Have a nice week-end,

Christophe

2019 08 29 EDIT 

We are working on this project, if you want to be noticed when the first beta will be out, please register here: register on this page

We are also gathering customer feedbacks and needs, the linked posted above is not active, please answer our new survey

[frederic_razakarivony]

HI, 

I'm using jira service desk on cloud. 

I'm trying to create an automatic system for my support team and clients. 

So I need to save the contract's datas like 'starting date' or 'ending date'. 

I would like to create a task for checking the end of contract to allow a customer to create an issue or not from the portal. 

Does it App could be used on cloud and does-it do the work?

Thanks a lot. 

fred

[Christophe Promé]

Hello Fred,

Elements Connect provides new custom field that you can connect to external datasources - for example a SQL database,  a REST API or a LDAP.

This app only exists on Jira Server, but we are working on the Cloud version.

I don't know if it matches your requirements, but if you'd like to get the contact "starting date" and "ending date" from an external datasource then it should work.

You should have a look at our demo portal to get a better idea of what it does.

If you have more questions regarding Elements Connect, please contact our support team.

Regards,

Christophe
Product Manager @ Elements

[Eduardo Anflor - MindPro]

This app may also help on that. Some of the features are related to link contracts and services to worklogs and future features will add custom notifications:

https://marketplace.atlassian.com/apps/1221714/contractspro-contract-manager-for-jira?hosting=server&tab=overview