Customers & Organizations

How does Customers and Organization database impact your service?

One of the biggest parts of successful customer service is not just tailoring it to the client’s needs, but also being able to maintain a good relationship.

• Customers and Organizations forms allow you to skillfully track information about clients - contract details, key contacts and priority levels are just examples.
• This feature will help you create and share a central database of customer information.
• The support teams can understand deep each of client’s needs, assess priority and significantly improve response times.

Where can you find the form?

In order to access the form, go to Apps and select Perspective. In the View section on the left-side, you can go into chosen object. All of the data is showed in a table format which includes the fields you have selected during the form design.

How to personalize the view of the form? - a tutorial

Information about fields in the form

• Fields derived from Jira:

  • User (name)
  • E-mail
  • Project
  • Requests
  • Organizations

• Fields provided by the add-on:

  • Telephone
  • Position

How to make the best of the Customers and Organizations forms?

1. Switch the order of fields in the table and move the most important aspects to the front: just drag and drop each column.
2. Add information and edit it right in the table - you can do it by clicking the expandable arrows. They are visible once you move the cursors on the release name.
3. Filter the table by, e.g. Position or Time-zone, and don’t miss any high priority tickets. Remember to save the view for an easy access.
4. The Filter button on top of the table allows you to select your own view of the information in the table. You can add multiple filters.

5. If some data does not need to be shown at the moment, the Fields button gives you the opportunity to hide some of the columns without losing the information. Just click on the toggle to make attributes visible/invisible.
   1. Some of the fields are required and cannot be disabled.
   2. For Customers, that rule applies to ‘Name’ and ‘E-mail’ fields.
   3. For Organizations, this will be the ‘Organization’s Name’ field.

Many perspectives and just one table? Save your views!

Each adjustment of the form can be saved with the button on the top of the page. In the new window, you can name the view and select to whom it should be available. This way you are making the most of your extensive database without losing time on distracting details.