Details
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Suggestion
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Resolution: Fixed
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7
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Description
Issue Summary
The Customers page is now split into two pages, the Organizations page and the Customers page.
The Organizations page only lists Customer Organizations and contains all the same Organization-related functionality as the previous Customers listing page, including:
- Adding an Organization
- Removing an Organization from the project
- Viewing open and closed requests
- Clicking an Organization to see details
Detail fields on Organizations and Customers
Project admins and agents can now add custom detail fields to Organizations and Customers. For example, they may give some Organizations a “Support Tier” of “Premium”.
Once the fields have been defined, project admins and agents can set the values of those fields for each Organization or Customer.
Steps to Reproduce
- Reference doc: manage-organization-detail-fields
- From your service project, go to Organizations.
- Select the name of any organization.
- Select Organization details (•••), then select Edit details.
- Select Create field to create a new detail field or select More (•••) next to the field you want to edit, then Edit field.
- Select the type of field that is displayed (for example, Text).
- Edit the label that will appear next to the detail (for example, “Address” or “Phone”).
Expected Results
There should be an API to pull the default values of organizations set by the project admin.
Actual Results
Currently, there is no API to pull the organization's default values.
Workaround
Required, if there is no workaround please state:
Currently, there is no known workaround for this behavior. A workaround will be added here when available
Attachments
Issue Links
- relates to
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JSDCLOUD-12937 Ability to export Organizations with Customers and Fields
- Gathering Interest