Atlas CRM Cloud
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Atlas CRM Cloud
Atlas CRM Cloud
Release notes 2022
installation
Installation
Introduction customers
Language settings
Change language setting
Companies and contacts
Customers
Linking Jira issues
Linking pages (Confluence)
Link sales (Jira + Confluence)
Sales
The Sale
Sales funnel
Sales configuration
Reporting
Admin settings
Jira functionality
Custom fields
User synchronisation
Advanced searching with JQL
API
Automations
Configuration
Relevant links
Marketplace
Support
Roadmap
Server / Data Center documentation
Privacy / Security
Security policy
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Advanced searching with JQL
JQL is used throughout Jira to make specific selections of Jira issues. Atlas CRM is integrated with JQL and allows you to find linked issues of companies, contacts and sales.
For an introduction into JQL, we recommend you to read this blogpost on the Atlassian blog: Search Jira like a boss with JQL​

Search by name

company = "ACME Corporation"
sale = "This sale"
contact = "Elise Beer"

Search issues without links

company is EMPTY
sale is EMPTY
contact is EMPTY

Search on custom template data

To search on custom template data you will need to configure an automation. This short video will explain how you can configure this automation. You can also read more about this integration in this blogpost.

Other possibilities

Some Jira Dashboard gadgets support the use of JQL. If JQL support is available, you can filter on one or more companies and contacts.
If another add-on supports JQL, you can likely use Atlas CRM JQL Queries as well.
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Contents
Search by name
Search issues without links
Search on custom template data
Other possibilities