Customer Cockpit / Customer query in Confluence

Hello everybody,

I'm trying to invent a kind of "mini-CRM" in Confluence. I thought about our agents. They would like to have an overview of their customers, let's call it a "Customer Cockpit". 

Is it possible to build in a query, where the agents can type in the customer number, and the main figures are shown up? (Turnover, margin etc.) (Data from Database)

I thought about the Bobswift SQL Add-On plus Run-Selfservice Reports.

Or the Play SQL Add-On plus Play SQL forms.

Did anybody try to realize a similar thing?

Thanks to everybody!

Greets Alex

 

1 answer

Play SQL Base will do this, using "user parameters". It displays a form above the table. No need for Play SQL Forms yet.

Suggest an answer

Log in or Sign up to answer
Community showcase
Posted Oct 11, 2018 in Confluence

What are your project planning tips?

Hello Community,  Jessica here from the Confluence product marketing team! Today I wanted to get your takes on project planning –– what works, what doesn’t, how do you know if you’re doing it r...

296 views 1 4
Join discussion

Atlassian User Groups

Connect with like-minded Atlassian users at free events near you!

Find a group

Connect with like-minded Atlassian users at free events near you!

Find my local user group

Unfortunately there are no AUG chapters near you at the moment.

Start an AUG

You're one step closer to meeting fellow Atlassian users at your local meet up. Learn more about AUGs

Groups near you