Use cases

This page describes some examples of information that you can collect about Customer and Organization Management.

🧐 Additional information about customers, such as:

• Company name (short text),

• Phone number (short text),

• Department (dropdown),

• Preferrable contact (Checkbox with option: via email, via phone, via Skype, etc.),

• Work location (paragraph),

• DOB (date),

• Additional Email (email)

👩🏻‍💻 Extra attributes about organizations:

• Legal name (short text),

• Email contact (email)

• Website to LinkedIn, Facebook, Twitter, Teams (link),

🌟 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 🤫