Create
cancel
Showing results for 
Search instead for 
Did you mean: 
Sign up Log in

Next challenges

Recent achievements

  • Global
  • Personal

Recognition

  • Give kudos
  • Received
  • Given

Leaderboard

  • Global

Trophy case

Kudos (beta program)

Kudos logo

You've been invited into the Kudos (beta program) private group. Chat with others in the program, or give feedback to Atlassian.

View group

It's not the same without you

Join the community to find out what other Atlassian users are discussing, debating and creating.

Atlassian Community Hero Image Collage

Customer Portal JIRA Service Desk

Hello,

We have a question regarding the incident creation workflow through the customer portal.

We want that depending on the customer, the Company field is pre-filled thanks to his CRM profile, but this is not the case. I tried to hide the field with a preconfigured value, it works but it is not what we are looking for as a client can be part of another company. This should be dynamic by going to synchronize his CRM profile to recover the Company.

I hope I have been clear enough.

Regards

1 answer

0 votes
Dirk Ronsmans Community Leader Oct 07, 2020

@Siradel

Where exactly are you storing this CRM profile/Company field? You can automate certain fields based on who the customer is but this will depend on where the information is coming from and what apps you have installed so this can be automated.

We have a JIRA add on named "CRM for JIRA - Customers and Sales".

Our users who are members of the "jira-customers" group appear in this CRM tool or we can indicate the company and other fields.

Jira replied :

"Jira, by default, does not provide a feature where customer data is picked (from CRM profile) and dynamically filled in the customer portal page."

Suggest an answer

Log in or Sign up to answer
DEPLOYMENT TYPE
SERVER
TAGS
Community showcase
Published in Jira Service Management

Why upgrade to Jira Service Management Premium?

We often have questions from folks using Jira Service Management about the benefits to using Premium. Check out this video to learn how you can unlock even more value in our Premium plan.  &nb...

165 views 0 4
Read article

Community Events

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

Find an event

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

Unfortunately there are no Community Events near you at the moment.

Host an event

You're one step closer to meeting fellow Atlassian users at your local event. Learn more about Community Events

Events near you