An attribute in CRM entry is almost the same as a field in a Jira issue. The combination of attributes applies to each entry within one directory.

Attributes may look different, may have specific input types and settings.

String

This attribute allows users to provide information as free-form text.

Checkbox

This is an attribute to specify the presence or absence of a particular parameter or compliance with a particular requirement that works as a True/False or a Yes/No mechanism.

This is an attribute to specify the clickable link to a web-site. It consists of two fields in the edit mode:

  • the link itself
  • the alt text for the link

Email

This is an attribute to store email-address (mailto: format). It will allow to open a default mail client by click to send a mail to the specified address.

Date

This is an attribute to provide date information using a calendar selection to complete the field.

Number

This attribute allows users to provide numerical information.

CRM Company – CRM Contacts

These are the pair of attributes to link a contact to a company and to display all the linked contact respectively.

The CRM Company attribute should be added to the Contact card. It is only available in the Contacts directory configuration and provides the list of CRM companies to select from. (info) Note that contact can only be linked to one company.

The CRM Contacts is a read-only attribute that should be added to the Company card. It is only available in the Companies directory configuration and displays all contacts linked to the company.


Jira User

This is an attribute for linking Contacts & Jira users. It is only available in the Contacts directory configuration and provides the list of Jira users to select.

Directory

An advanced field type for your Company and Contacts cards.

1. List. Allows adding a listing field


2. Table List. Allows adding a table to Company/Contact card to gather information

(warning) You need to configure values before adding them. If you add a directory, a new tab for it would be created automatically. If necessary you can define any available tab for it.