Use cases

This page describes some examples of information that you can collect about customers and organizations.

🧐 Additional information about customers, such as:

• company name,

• phone number,

• department,

• preferrable contact (via email, via phone, via Skype, etc.),

• address,

• role, etc.

👩🏻‍💻 Extra attributes about organizations:

• company website,

• address,

• link to social profiles (LinkedIn, Facebook, Twitter, Teams, etc.),

• emergency contact, and many more.

🌟 Possibility to add notes about the customer by service agents:

• participation in the premium support program,

• difficulties with communication, long waiting time for a reply,

• link to the Confluence page which collects all information about the company represented by this customer,

• preferrable contact hours (based on experience from previous tickets), etc.

We recommend adding a field called "Support notes" and make it visible only on the Issue View. The customer doesn't have access to this information 🤫