Custom Create Issue (Atlas CRM)

Joshua Seagraves

Let me start off by saying, I reached out to Atlas CRM and they told me to contact Atlassian support. Also, I am still currently running the Free version, as I am still testing to see if these products will do what I need them to do. So no support from Atlassian at the moment.

 

In Atlas CRM, when I go into a company I created, I go to Create Issue and a screen pops up (I will insert a Picture if I can). This screen has info I do not need, and I also need to figure out how to make my own custom fields. I clicked around on everything, and did some research online, but I came back with nothing for the cloud version. I found where the fields are but, I cannot figure out how to create new ones, or figure out if it is the correct settings I need to change as there is way more items on that screen than on my Create issue screen.

Hana Kučerová

Hi @Joshua Seagraves ,

welcome to the Atlassian Community!

To be able to create any issue, which will be connected to the company, you need to select Jira project and issue type - based on these values list of fields will change.

If you need to create the project / issue type / change the configuration etc., you will need to be Jira administrator and prepare this configuration in Jira.

So, please navigate back to Jira.

Does your project already exist? If no, create one.

Then go the project settings. There are various things, which can be configured. I recommend you to read these articles to get information, what could be done. 

You will probably need to create some custom fields, change the configuration of screens and field configurations, maybe also add some new issue types...

If something is not clear, please let me know.