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Question about functionality

Anastasiia May 18, 2023

Hello,
Our company wants to start using Jira Service Management, but we didn't find important possibilities. They are:
1. We need to associate information about customers and customers' accounts. Something like a customer ID. Could we associate the customer's ID to email? Maybe some comments associated with a client email? When a user opens a customer request it needs to see the associated ID, something like the word "accountx".
2. We need to use ready-made text templates that users could use for quick answers. For example, "Please allow access to your computer for setup" etc.

Have you such functionality or maybe any third provider apps?

2 answers

4 votes
Aron Gombas _Midori_
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
May 18, 2023

@Anastasiia Answers:

  1. Jira Service Management has a fairly simple customer and organization concept, but it may be sufficient to your needs.
    1. If it is not enough, you could try modeling your customers with Insight objects and link objects to your tickets.
  2. JSM also supports canned responses.
Anastasiia June 6, 2023

Thank you for the answer. 

And do you have a form to site? 

Aron Gombas _Midori_
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
June 6, 2023

I don't understand the question.

Anastasiia July 3, 2023
Hello!
Unfortunately, the solution that you suggest is not enough to solve our problem.
When receiving a request from a client, client ID and client comments are available in the information about the client. See the attached screenshot. Information about the client can be opened with one click. Is it possible to get this opportunity at Atlassian2023-06-30_13-21.png
0 votes
Anastasiia July 19, 2023
Hello!
Unfortunately, the solution that you suggest is not enough to solve our problem.
When receiving a request from a client, client ID and client comments are available in the information about the client. See the attached screenshot. Information about the client can be opened with one click. Is it possible to get this opportunity at Atlassian2023-06-30_13-21.png

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