Communication
You can save your customer interaction such as e-mails and phone-calls in a company or contact.
All communication regarding a company or contact can be found under the communication tab on the detail page of a company or contact.
Creating a new customer interaction
To create a new customer interaction: choose the "add new customer interaction" button. The following screen will appear:
Required Fields
There are three fields that are required to fill in.
Topic: The topic of the customer interaction is the main subject of the conversation with this company or customer.
Type: You can select two types of interaction: e-mail or phone.
Content: This is the information about this contact moment.
Created by: the Jira user that creates the customer interaction.
Linking issues and adding participants
Creating a new customer interaction, it is possible to upload files and directly link issues belonging to this conversation. On the right hand of the screen you can add as many companies and contacts as participants in this conversation.
Multiple customer conversations in a topic
Once a topic is created, multiple types of conversation can be added to this topic. The first symbol presented stands for the type of conversation: phone call or e-mail. After that, the logos and avatars of all companies/persons involved in the conversation are visualised. Within a topic it is possible to list the Jira users in your instance that are involved in this conversation, see the image below on the right. In that way you will know which colleagues are connected to this conversation.
Communication template
Templates define the information stored in the communication. The communication template can be edited with your own fields and sections. How to configure the template can be found here.
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