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 🤫

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