Hello.
Is there a way to store data for customers? The only thing that we can do so far in Jira Service Desk is to set a name. Is it possible to set informations, to reuse them later in Jira Core issues?
We tried using AtlaCRM but informations entered in the plug-in (like their webaddress) cannot then be accessed in an Issue.
Thank you.
Alright, after extensive search, so far I think Jira is actually not a tool to hold informations, like a proper Database. Solutions to store data for customers properties? :
- Use Context Custom Fields. You can create Context Scheme per Project, and use their default input to show the data for each of your customers/project. That may be a good solution if you are willing to create as many Context scheme as you have clients, and maintain it.
- With the cloud version, you cannot query an information from a database, and complete the fields of an issue later on (You can with the server version, with a tool like Elements Connect ,formerly nFeed). So instead the solution is to feed the informations when creating the issue, with an external form/database.
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This post is quite old, but if you're interested, we have a simple and easy-to-use app enabling storing of customer data.
https://marketplace.atlassian.com/apps/1222515/crumbs-simple-crm-for-jira?tab=overview&hosting=cloud
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Hello Jack, thank you for your answer. Maybe I should extent my question not only to customers:
- Is it possible to store any data on Jira? I have a custom field "Services", that is a multicheckboxes. I would like those checkboxes to be already filled, depending on the reporter of a ticket. So I guess I need to store somewhere that :
this reporter = from the Services custom field: this box, this box, and this box ticked, and this box empty
that reporter = from the Services custom field: this box ticked, and no other box ticked
etc... Is there any way to store that data somewhere?
Thank you :)
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