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  1. Jira Service Management Data Center
  2. JSDSERVER-160

Basic CRM functionality

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    • We collect Jira Service Desk feedback from various sources, and we evaluate what we've collected when planning our product roadmap. To understand how this piece of feedback will be reviewed, see our Implementation of New Features Policy.

      NOTE: This suggestion is for Jira Service Management Data Center. Using Jira Service Desk Cloud? See the corresponding suggestion.

      Description

      Ability to link user to a company/customer to enable following features and store contact information.

      • User can view My Issues and My Company Issues.
      • User can automatically linked to company by email domain.
      • Company contact information can be viewed within issue.
      • SLA's can be linked to company.

      Workaround

      Jira Service Management Data Center includes Assets, a Jira-native asset and configuration management feature set. Assets comes with default templates for object schemas. They have some basic structure for the most common uses cases, so you can try them out for some inspiration. This includes a sample CRM asset schema. Data from Assets can be surfaced in JSM requests and Jira Issues. Please see Getting started with Assets to learn more.

            [JSDSERVER-160] Basic CRM functionality

            SET Analytics Bot made changes -
            UIS Original: 2 New: 3
            Marc Dacanay made changes -
            Labels Original: ab-co affects-cloud New: ab-co affects-cloud ril
            Marc Dacanay made changes -
            Remote Link New: This issue links to "Internal ticket (Web Link)" [ 976411 ]
            SET Analytics Bot made changes -
            UIS Original: 1 New: 2
            SET Analytics Bot made changes -
            UIS Original: 2 New: 1
            SET Analytics Bot made changes -
            UIS Original: 3 New: 2
            Charlie Marriott made changes -
            Description Original: {panel:bgColor=#e7f4fa}
            *NOTE:* This suggestion is for {*}Jira Service Management Data Center{*}. Using {*}Jira Service Desk Cloud{*}? [See the corresponding suggestion|http://jira.atlassian.com/browse/JSDCLOUD-160].
            {panel}
            h3. Description

            Ability to link user to a company/customer to enable following features and store contact information.
             * User can view My Issues and My Company Issues.
             * User can automatically linked to company by email domain.
             * Company contact information can be viewed within issue.
             * SLA's can be linked to company.

            h3. Workaround

            Jira Service Management includes Assets, a Jira-native asset and configuration management feature set. Assets comes with [default templates for object schemas|https://confluence.atlassian.com/servicemanagementserver/object-schema-templates-1044784453.html]. They have some basic structure for the most common uses cases, so you can try them out for some inspiration. This includes a sample CRM asset schema. Data from Assets can be surfaced in JSM requests and Jira Issues. Please see [Getting started with Assets|https://confluence.atlassian.com/servicemanagementserver/getting-started-with-assets-1044784303.html] to learn more.             		New: {panel:bgColor=#e7f4fa}
            *NOTE:* This suggestion is for {*}Jira Service Management Data Center{*}. Using {*}Jira Service Desk Cloud{*}? [See the corresponding suggestion|http://jira.atlassian.com/browse/JSDCLOUD-160].
            {panel}
            h3. Description

            Ability to link user to a company/customer to enable following features and store contact information.
             * User can view My Issues and My Company Issues.
             * User can automatically linked to company by email domain.
             * Company contact information can be viewed within issue.
             * SLA's can be linked to company.

            h3. Workaround

            Jira Service Management Data Center includes Assets, a Jira-native asset and configuration management feature set. Assets comes with [default templates for object schemas|https://confluence.atlassian.com/servicemanagementserver/object-schema-templates-1044784453.html]. They have some basic structure for the most common uses cases, so you can try them out for some inspiration. This includes a sample CRM asset schema. Data from Assets can be surfaced in JSM requests and Jira Issues. Please see [Getting started with Assets|https://confluence.atlassian.com/servicemanagementserver/getting-started-with-assets-1044784303.html] to learn more.
            Charlie Marriott made changes -
            Description Original: {panel:bgColor=#e7f4fa}
            *NOTE:* This suggestion is for {*}JIRA Service Desk Server{*}. Using {*}JIRA Service Desk Cloud{*}? [See the corresponding suggestion|http://jira.atlassian.com/browse/JSDCLOUD-160].
            {panel}
            h3. Description

            Ability to link user to a company/customer to enable following features and store contact information.
             * User can view My Issues and My Company Issues.
             * User can automatically linked to company by email domain.
             * Company contact information can be viewed within issue.
             * SLA's can be linked to company.

            h3. Workaround

            Jira Service Management includes Assets, a Jira-native asset and configuration management feature set. Assets comes with [default templates for object schemas|https://confluence.atlassian.com/servicemanagementserver/object-schema-templates-1044784453.html]. They have some basic structure for the most common uses cases, so you can try them out for some inspiration. This includes a sample CRM asset schema. Data from Assets can be surfaced in JSM requests and Jira Issues. Please see [Getting started with Assets|https://confluence.atlassian.com/servicemanagementserver/getting-started-with-assets-1044784303.html] to learn more.

            		New: {panel:bgColor=#e7f4fa}
            *NOTE:* This suggestion is for {*}Jira Service Management Data Center{*}. Using {*}Jira Service Desk Cloud{*}? [See the corresponding suggestion|http://jira.atlassian.com/browse/JSDCLOUD-160].
            {panel}
            h3. Description

            Ability to link user to a company/customer to enable following features and store contact information.
             * User can view My Issues and My Company Issues.
             * User can automatically linked to company by email domain.
             * Company contact information can be viewed within issue.
             * SLA's can be linked to company.

            h3. Workaround

            Jira Service Management includes Assets, a Jira-native asset and configuration management feature set. Assets comes with [default templates for object schemas|https://confluence.atlassian.com/servicemanagementserver/object-schema-templates-1044784453.html]. They have some basic structure for the most common uses cases, so you can try them out for some inspiration. This includes a sample CRM asset schema. Data from Assets can be surfaced in JSM requests and Jira Issues. Please see [Getting started with Assets|https://confluence.atlassian.com/servicemanagementserver/getting-started-with-assets-1044784303.html] to learn more.
            Charlie Marriott made changes -
            Description Original: {panel:bgColor=#e7f4fa}
              *NOTE:* This suggestion is for *JIRA Service Desk Server*. Using *JIRA Service Desk Cloud*? [See the corresponding suggestion|http://jira.atlassian.com/browse/JSDCLOUD-160].
              {panel}

            Ability to link user to a company/customer to enable following features and store contact information.

            * User can view My Issues and My Company Issues.
            * User can automatically linked to company by email domain.
            * Company contact information can be viewed within issue.
            * SLA's can be linked to company.

            		New: {panel:bgColor=#e7f4fa}
            *NOTE:* This suggestion is for {*}JIRA Service Desk Server{*}. Using {*}JIRA Service Desk Cloud{*}? [See the corresponding suggestion|http://jira.atlassian.com/browse/JSDCLOUD-160].
            {panel}
            h3. Description

            Ability to link user to a company/customer to enable following features and store contact information.
             * User can view My Issues and My Company Issues.
             * User can automatically linked to company by email domain.
             * Company contact information can be viewed within issue.
             * SLA's can be linked to company.

            h3. Workaround

            Jira Service Management includes Assets, a Jira-native asset and configuration management feature set. Assets comes with [default templates for object schemas|https://confluence.atlassian.com/servicemanagementserver/object-schema-templates-1044784453.html]. They have some basic structure for the most common uses cases, so you can try them out for some inspiration. This includes a sample CRM asset schema. Data from Assets can be surfaced in JSM requests and Jira Issues. Please see [Getting started with Assets|https://confluence.atlassian.com/servicemanagementserver/getting-started-with-assets-1044784303.html] to learn more.

            SET Analytics Bot made changes -
            UIS Original: 4 New: 3

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              6ccb44d91c08 Tim
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                Created:
                Updated: