Customer Service Contract

Question

I am building out a new Service Desk for work - we sell support as an option to customers, at the moment customers with valid support contracts are just stored in a spreadsheet with a support form/to column.

I would like to integrate this data so when a customer creates a ticket on our service desk it will tell us if they have a valid support contract, if not we will provide a quote for service based on their request.

We have a CRM, just not sure the best way to do this - was hoping someone may have similar experience or have a good way to make this work?

Eduardo Anflor - MindPro · Answer

This app may also help on that. Some of the features are related to link contracts and services to worklogs and future features will add custom notifications:

https://marketplace.atlassian.com/apps/1221714/contractspro-contract-manager-for-jira?hosting=server&tab=overview

Christophe Promé · Answer

Hello Fred,

Elements Connect provides new custom field that you can connect to external datasources - for example a SQL database,  a REST API or a LDAP.

This app only exists on Jira Server, but we are working on the Cloud version.

I don't know if it matches your requirements, but if you'd like to get the contact "starting date" and "ending date" from an external datasource then it should work.

You should have a look at our demo portal to get a better idea of what it does.

If you have more questions regarding Elements Connect, please contact our support team.

Regards,

Christophe
Product Manager @ Elements

frederic_razakarivony · Answer

HI,

I'm using jira service desk on cloud.

I'm trying to create an automatic system for my support team and clients.

So I need to save the contract's datas like 'starting date' or 'ending date'.

I would like to create a task for checking the end of contract to allow a customer to create an issue or not from the portal.

Does it App could be used on cloud and does-it do the work?

Thanks a lot.

fred