I Have 100 Customers - Where Do I Define Customers

[OptionSystems]

New / Evaluating JIRA

Sometimes I raise an issue to do work for a particular customer

Ideally I would enter a customer code, customer name, address, contact details etc

Where / how do I define customers in JIRA ?

Is there a suitable Plugin for this ?

Often I raise an issue and associate that with a customer. Also be good to see all those issues I have done for that customer, etc

Any suggestions / thoughts please ?

Thanks - Grant

[Nic Brough -Adaptavist- · Accepted solution]

There's several options, but a lot of it depends on your process, data and how you want to do it.

First thing to point out though - Jira is not a CRM system, it is an issue-tracker, it's not designed or built for handling loads of customer details, so any solution is not going to match a CRM system.

Here's a few ideas:

You could define them as users, if you have plenty of licenses.

You could add a select list with your customer list in it (probably the one I'd go for)

You could create a whole project with a list of customers (1 customer = 1 issue) then link each issue to them. Add fields to that to represent things like customer ids etc.

Plugins won't help you - you can't install them on Jira OnDemand (see https://confluence.atlassian.com/display/AOD/Atlassian+OnDemand+Plugin+Policy ), but if you could, then you'd be looking at something like the Salesforce plugin, where you'd keep your customers in there and refer to them in Jira.

[OptionSystems]

Hi Nic,

Done a lot of playing with your suggestions.

Thanks For Your Help