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Displaying Atlas CRM Company & Contact fields in filter and queue columns, and dashboards

Edited

We would like to display our Atlas CRM Company & Contact fields in filter results, queue columns, and dashboards for issues linked to Atlas CRM Companys & Contacts.

I can use JQL to query by company and contact.

Is there a solution?

2 answers

Atlassian has no answers.

The most ideal situation is to get info via a rest API call to Atlas CRM.

As of writing, this feature is not implemented yet by Atlas CRM and is currently in backlog. They are planning to when the server API has matured.

See:

https://trello.com/c/kpGioVf9

Like Elise Beer likes this

Hi Kin,

To give you an update: we are currently working on the API for Cloud. We estimate that it will be released in Q1 2021 (CY). 

 

Cheers,

Elise (team Atlas CRM).

Like Kin likes this

Hi Elise,


I was wondering if there are any recent updates on the progress for the API for Cloud feature. Is it still on track for Q1?

Would love to know because our organisation is currently at the point of choosing a CRM for the long run in which the availability of this feature would be a decisive factor.

Cheers,

Kin

Hi Kin,

Thanks for your request. We are not on track for Q1 anymore due to other priorities. 

We will start working on the API again in Q2 but we can't estimate the exact timing. 

You can subscribe for our Beta test program if you would like to? 

In this way you are informed about the progress right away: https://apps.avisi.com/campaign/atlas-crm-beta-tester 

Kind regards,

Elise

0 votes

Hi Rob,

Unfortunately this is not possible at the moment. The Jira integration point that would make this possible can't handle large amounts of data. We tested it with a CRM database of a reasonable size and unfortunately it negatively impacts Jira's performance. (up to the point where Jira simply doesn't perform anymore)

Atlassian is aware of it. We bring up this discussion every time we talk to them. But unfortunately there is no solution yet.

If you would like to be notified if/when there is a solution, please reach out to us in our service desk here: https://avisi-support.atlassian.net/servicedesk/customer/portal/10.

Cheers,
Maarten

isn't there a possibility to store the company name on a custom field when we link the ticket to the company ?

For Jira Service Desk, yes. We have added an action to Jira Service Desk automation that makes this possible.

You can find information on Jira Service Desk automation here: https://www.atlascrm.io/documentation/jsd-automation/

great. It works exactly how I expected.

How can I force previsouly created issues to trigger this automation ? 

Unfortunately this is not possible. The automation action we provide relies on JSD Automation and this functionality does not seem to be available there.

I cannot find atlas CRM action in JSD Automation, its changed? or i need some requirement to do this?

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