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Customer\Organization portfolio management

Sasha.lishinevski
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June 13, 2021

Hi,
Is there a way to manage a broader customer/organization portfolio within the product?
Today I see only the possibility of attaching contacts under an organization.
I am looking for a way to add more details about the organization like what products he purchased, SLA to the customer, topology of his solution, expiration date of the service contract, and so on.

2 answers

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2 votes
Answer accepted
Jack Brickey
Community Champion
June 13, 2021

That would be nice indeed. I know there’s at least one suggestion open to add this capability but it’s not there today. There are add-ons that would give you customer profiles. 

Sasha.lishinevski
I'm New Here
I'm New Here
Those new to the Atlassian Community have posted less than three times. Give them a warm welcome!
June 13, 2021

Thanks for the comment, can you share some plugin names, that can give address this topic?

Jack Brickey
Community Champion
June 13, 2021
Like Sasha.lishinevski likes this
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Nigel Rochford
Atlassian Partner
November 19, 2021

Check out Crumbs too - it could be a potential solution for you! 
https://marketplace.atlassian.com/apps/1222515/crumbs-simple-crm-for-jira-and-jsm 

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