We need a central place to keep information about contracts, contact info, etc for our accounts. We also want to be able to run queries and do some analysis/reporting on this data and have there be a historical record.
Page Properties is a good start.
Have you looked at Atlas CRM? https://marketplace.atlassian.com/plugins/nl.avisi.confluence.plugins.atlas-crm/cloud/overview
If you need something more sophisticated than what Page Properties offers but not as complex as something like Atlas CRM, you can create add-ons that allow you to store additional meta-data in Confluence pages. That meta-data can then be searched using Confluence Query Language (CQL).
This community is celebrating its one-year anniversary and Atlassian co-founder Mike Cannon-Brookes has all the feels.Read more
Hi Community! Kesha (kay-sha) from the Confluence marketing team here! Can you share stories with us on how your non-technical (think Marketing, Sales, HR, legal, etc.) teams are using Confluen...
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