How can I categorize the customers?

Question

I want to add two categories to our customers like

- works for sales/HR/PR ...

and

- is employee/leader/trainee/contractor...

So I can evaluate who (which department, which group of colleagues) has issues and with what content.

Thanks in advance for any help!

Alexander Jensch · Answer

Thank you very much for your answer.

Unfortunately this seems to be a valid answer for clustomers in Jira. I would for data protection reasons not import the customers into the system but could only identify the customers by their email-adress.

So I have to go the way via the origin of the ticket and try to force the customer to give the information with the ticket and categorize the data then.

Thank you anyway and best regards!

AJ

KAGITHALA BABU ANVESH_z1zl10 · Answer

Hello @Alexander Jensch ,

Any dropdown field with 2 values.

Customers (New Field) -> Technical / Non-Technical.

add an automation --> when issue is created, if reporter is belongs to sales/HR/PR  groups, then edit customer field with "Non-Technical" value.

Like the above create an another automation for Technical.

May be this approach can helps you to differentiate the 2 categories based on the reporter field value.

OR

If automation for jira not available, Make the customer field mandate and ask users to choose the respective value. (yeah, it's a bit difficult to ask entire customers). may be any descriptive text for the "Customer" field by providing this information.

Thanks,

Anvesh