Where can I store customer information (contact name, organization adress, phone number) ?

Denise Riopel

I want Service Desk to manage my customers requests on different products.  Where can I manage customer organization information (address, phone, contacts)?  I dont want the customer user entering this information for every requests.  Can it be pre-populated?

Is there a difference between Cloud and Server installation in terms of customers data informations functionalities?

Earl McCutcheon

Hello @Denise Riopel ,

It sounds like you are trying to set up a CRM style system within Jira, to track additional account details on the customer accounts.

Check out the following KB article that discusses this and offers up a few solutions:

• "Using JIRA for Customer relationship management (CRM)" 

The main focus point in the KB article is that Jira is not designed to manage user data outside the users profile that is managed by the end user, so not suited for CRM style systems, however there is a native option covered in the kb via user property, but the best options are to look at add-ons designed to work as a CRM tool and there are some suggestions in the KB for this as well.

Regards,
Earl