My team of about 30 staff would benefit from having a place to store notes about projects, consultations, and the clients we work with. We don't use any Jira products, just Confluence Cloud. We'd like to organize a sort of medical-chart-style documentation for the various groups we work with so that when a new consultation request comes in, we can see internally a history with some notes about what has been done with them in the past. We'd be able to see who they've worked with, what projects they've already done with us, etc.
While I think a Customer Service Management tool would be helpful, we do not currently have the option to add/purchase a new tool. I've been thinking about creating a Space in Confluence for this purpose. I wonder if anyone has done something similar or has examples or templates to share that have been helpful.
