This page describes where service agents can find saved information about customers and organizations.
The service agent can easily view information about customers on the issue in the service project.
Go to the service project and select the issue.
The content of the Customer & Organization Management panel is described in the table below.
Click on the field value (in tabs Additional information or Organizations) to make the update.
Last updated
Section
Description
Customer
You can click on the name and select between customers from Reporter and Request Participants fields.
Requests
The number of Open and Closed requests. By clicking on them, you are redirected to the issue navigator (it opens in the new tab). Classic service projects
Open: reporter = accountId AND project = projectId AND resolution is EMPTY AND "Request Type" is not EMPTY
Closed: reporter = accountId AND project = projectId AND resolution is not EMPTY AND "Request Type" is not EMPTY
Next-gen service projects
Open: reporter = accountId AND project = projectId AND statusCategory != done
Closed: reporter = accountId AND project = projectId AND statusCategory = done
Personal details
These data are provided by the customer in his Atlassian account and can be changed only by him.
language
time zone
Additional information
Here you can find all values collected in the form (provided by customer or service agent, depending on the configuration).
Organizations
If the customer is added to the organization, here you find details about this organization. The field types are also defined in the form creation section.
