After the installation of the addon, you can configure values for Companys' and Contacts' directory in order to collect essential information for further actions. You can store information in a variety of fields types in order to make it more consistent. 

Issues could be linked with companies automatically or manually, depends on your settings. 

Field typeDescription
StringThe field to store a single-line text
NumberThe field to store numbers
LinkThe field to store link
DataThe field to store data information
Check-box
E-mailThe field to store e-mail
CRM CompanyLinks contact to the company in contact's card. One contact could be linked only to one company.
CRM Contacts

Shows all contacts that are linked to the company in the

 company's card

Directory

An advanced field type for your Company and Contacts cards.

1. List. Allows adding a listing field

 to Company/Contact card.


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

  in a table view.

(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. 

Configuration

On this page

Good to know

Companies

By default would be available structure with pre-configured fields: Name (is title), web-site, description, contacts, address. You can rename them and create new ones in order to make your information more consistent. You can split information by different Tabs (it is impossible to rename them). 

(warning) One of the Attributes has to be "Is title" with field type string, in the default configuration that is "Name" field  (warning) It would be shown as a Company name in "Company" custom field and in an issue

 a Web-section.

–°ontacts

By default would be available structure with pre-configured fields: Name (is title), related company, Jira User, email, phone. You can rename them and create new ones in order to make your information more consistent. You can split information by different Tabs (it is impossible to rename them). 

After configuring you can sync up to 1000 Jira users with CRM contacts' directory or link each new item with Jira user manually. 

(warning) One of the Attributes has to be "Is title" with field type string, in the default configuration that is "Name" field  (warning) It would be shown as a Contact name in "CRM Contacts" tab.