Viewing a client's or user's info when an agent is raising a request for him

[Dylan Pokun]

Hello everyone,

I'm experimenting with the notion of "an agent raising a request on a client's behalf", like it would be the case if the support was being called by a client.

I want the agent to be able to find the client (like with a user-picker field), but I also want him to view the client's profile to confirm his identity (like phone number or mail address).

Right now, I can find the client with a user-picker field. However, viewing his profile (on hover => it shows some information) is only possible on the project>issue screen. These information on hover are not showing via the portal.

Am I maybe missing something here ? Maybe an agent raising a request for the client doesn't need to do it via the portal ?

I thank you in advance for reading me :)

Dylan

[Joshua Sneed Contegix · Accepted solution]

Hi Dylan,

It sounds like you need one of the enhanced profile plugins from the Atlassian Marketplace. Cheers!

[Dylan Pokun]

Thank you ! "Insight - Asset Management" seems to be a great fit !

[Sandra _Mindville_]

Hi Dylan.

Insight can indeed help with this use case. If you want to get further inspiration, we have a published case study about how one of our partners uses Insight as their CRM. And being a partner (Abano), they could also help you with the implementation if needed.

Read story...