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Atlas CRM custom field types

aaron_mohtar
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January 17, 2022

I am looking at moving our CRM to Atlas CRM so our CRM and PM software is together using Atlassian products.

While trying to duplicate all the custom fields, I realised I the custom field type was limited to 3 types: "text field", "select list" and "date field". Is there a way of adding check box entries or multiple select lists? As this could be a deal breaker for us.

Thanks for your help!

Aaron

2 answers

1 vote
Nic Brough -Adaptavist-
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December 3, 2014

Well, you could raise this with OnDemand/Cloud support, but I don't think they have the tools for it - the functions in OnDemand are the latest, but JIRA simply does not have project export.

Your best bet is still probably a full export and either import it into a local dev/test copy for yourself and delete all the projects you don't want, or import just the single project (after doing the project setup).  Once you've got that copy with just the data you want, you can export it using whatever method you want.

Steve Thornhill
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December 3, 2014

I'd agree with Nic here, that would be the method I would use.

0 votes
Peter T
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December 3, 2014

Hi Jouk, we are Botron Software handle quite often requests like this as service engagements. Please drop us an email at sales@botronsoft.com

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