I need to set up customers in Jira Service Desk but need to capture more information for that customer such as Client Code, Product Lines Used, Client Support Rep assigned to the account, address, phone number, etc.
Right now it is only allowing me to enter the Name for the customer. Can I create custom fields to associate to a customer record?
Some additional clarification ... I would need to track custom information for Organizations and Customers.
Lori, the organisation feature in JSD is designed to allow customers to share support requests amongst their colleague (info here). There does appear to be anyway to add additional fields to it.
As for customer records, we keep essential information on a customer organisation in a separate project and have various custom fields to hold information about each organisation. We are working on an automation process to then link all support requests from an organisation back to this customer record. It is definitely a work in progress, but it should allow us to see all requests that come from particular customers.
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