Search/Filter customers by custom field

Question

The customers directory in Service Management projects only allows to search for customer names (or e-mail-address if custom hasn't registered yet).

We would like to search/filter for customers by custom fields that we create, e.g. "Customer ID", "Active customer" or "has insurance."

I assume this is currently not possible, but maybe I just don't know how. It'd be such a huge step towards being useable as a CRM.

John Funk · Answer

Gotcha - I don't think you are going to be able to do that anytime soon.

You should open a support ticket with Atlassian to make that request.

https://support.atlassian.com/contact/#/

Jaime Escribano _knowmad mood_ · Answer

In that case I would suggest looking into JSM CMDB and using that as a Database of Customers!

That should cover your use-case.

Heiko Schaper · Answer

Thanks John, but it's not issues I want to search/filter. It's customers in a Jira Service Management project.

I can add as many detail fields as I want but I cannot search for customers by those fields. I can only search for customers by their Name as shown in the first column.

If I added a detail field "customer ID" which holds an ID from our billing system, I cannot search for a customer by that ID.