We would like to display our Atlas CRM Company & Contact fields in filter results, queue columns, and dashboards for issues linked to Atlas CRM Companys & Contacts.
I can use JQL to query by company and contact.
Is there a solution?
Hi Rob,
Unfortunately this is not possible at the moment. The Jira integration point that would make this possible can't handle large amounts of data. We tested it with a CRM database of a reasonable size and unfortunately it negatively impacts Jira's performance. (up to the point where Jira simply doesn't perform anymore)
Atlassian is aware of it. We bring up this discussion every time we talk to them. But unfortunately there is no solution yet.
If you would like to be notified if/when there is a solution, please reach out to us in our service desk here: https://avisi-support.atlassian.net/servicedesk/customer/portal/10.
Cheers,Maarten
isn't there a possibility to store the company name on a custom field when we link the ticket to the company ?
For Jira Service Desk, yes. We have added an action to Jira Service Desk automation that makes this possible.
You can find information on Jira Service Desk automation here: https://www.atlascrm.io/documentation/jsd-automation/
great. It works exactly how I expected.
How can I force previsouly created issues to trigger this automation ?
Atlassian has no answers.
The most ideal situation is to get info via a rest API call to Atlas CRM.As of writing, this feature is not implemented yet by Atlas CRM and is currently in backlog. They are planning to when the server API has matured.See:https://trello.com/c/kpGioVf9
Hi Kin,
To give you an update: we are currently working on the API for Cloud. We estimate that it will be released in Q1 2021 (CY).
Cheers,
Elise (team Atlas CRM).
Hi Elise,
I was wondering if there are any recent updates on the progress for the API for Cloud feature. Is it still on track for Q1?
Would love to know because our organisation is currently at the point of choosing a CRM for the long run in which the availability of this feature would be a decisive factor.Cheers,
Kin
It looks like you're new here. Sign in or register to get started.
