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How to link a Customer/Account or Contract against an Issue?

I require to link a customer/account to some JIRA tickets. This is so we can track billable pieces of work and work being done for specific customers.

I could of course use labels for this. Is there a more structured way to link customers/accounts to issues in Jira? Looks like there's a locked 'account' field.

 

Willing to explore salesforce integrations if necessary - this is the true source of the data

3 answers

1 accepted

2 votes
Answer accepted

The account field usually comes from Tempo, and it's for doing exactly what you want here (and more).  You can put it on the issue screens to enable users to fill it in, and then you'll be able to report on it.

Thanks Nic. Do you know of any native way without signing up to tempo?

Yep - create a new "account" custom field and add it to all the screens and contexts.  Probably a select list with your preset list of customers.

That's just a simple flag, if you go for the Salesforce option, you'll also be able to pull information from Salesforce for display.

The new Cloud Salesforce add-on is very slick – You could easily synchronize the customer account with support issues via the connector add-on.

Custom fields are a great solution if the company name is enough information in the issue. Don't make the mistake of adding more information though. When a customer's information (such as phone number or email address) changes, you will end up with many outdated issues.

If you want to add information to your customers, I suggest you take a look at Atlas CRM. This add-on not only allows you to link customers to issues, but you can open customers and add all kinds of information to them. Contact information, billing information etcetera. Have a look: https://marketplace.atlassian.com/plugins/nl.avisi.jira.plugins.relations-for-jira/cloud/

Full disclosure: I'm on the team building Atlas CRM, so I'm biased.

Good advice. Thanks all

0 votes

This app may 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

0 votes

Hello David,

Since version 5.8.0, the nFeed plugin is able to fetch data from SalesForce (using its REST API) and display them in fields within JIRA -> https://marketplace.atlassian.com/plugins/com.valiantys.jira.plugins.SQLFeed/server/overview

Regards,

Nicolas

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