Atlas CRM Cloud
Search…
Linking issues (Jira)
Issues are often associated to companies or contacts. For example: The issue could be about work you are doing for a company. Or you might be helping a person resolve a problem.

Linking a company or contact to an issue

You can link companies and/or contacts to an issue to document this association. Linked companies and contacts provide context to the issue and allow for easy access to their information.
To link a company or contact to an issue:
    Open an issue.
    Find the Atlas CRM menu on the right side of the issue.
    Select company/contact and select the one that you would like to link. You can search for a company/contact by typing the first few letters of the name.
Link customers to Jira issues

Open, edit and remove a company or contact from an issue

Linked companies and contacts are accessible in the Atlas CRM menu inside the issue. From within the issue, you can navigate to the company / contact in order to view more details.
View more details about your customer in Jira issues
You can also open a modal and edit the company / contact without leaving the issue. And you can remove the link between the company or contact and the issue.
To open, edit or remove a company or contact:
    Open an issue with a linked company and/or contact.
    Find the company/contact in the Atlas CRM menu on the right side of the issue.
    Hover over the company/contact and click on the button that appears.
    Here you will find options to: 'Open', 'Edit' or 'Remove from issue'.
Open, edit and remove actions for customers in Atlas CRM for Jira in a Jira issue

Company or contact issues overview

Linking a company or contact to an issue gives you context inside the issue. But you might also be interested in an overview of all issues that are linked to a company or contact. This is what the company or contact issues overview is for.
To find the issues overview:
    Open a company or contact.
    Click on 'Issues' in the menu on the left.
Issues overview for a company or a contact in Atlas CRM
Last modified 22d ago