View data

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 (on the element called 'issue glance').

🐾 Steps

  1. Go to the service project and select the issue.



  2. Click Customer Details: Show collected information.



  3. The new view opens. The content of this view is described in the table below.

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

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These data are provided by the customer in his Atlassian account and can be changed only by him.

  • email



  • 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.

Click on the field value (in tabs Additional information or Organizations) to make the update.

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