CRM Section Location

If you have the permission to access CRM, you will see the relevant app on the upper panel of your Jira in the Apps section:

Content: Directories

Grid View

The CRM section contains the list of directories in the left collapsible menu. By default, the first available directory will be opened.

A directory contains the list of entries with their attributes displayed as columns. Not all attributes can be displayed – check the list of available for the grid view ones in the directory settings (cog).

Managing Entries

Each directory is displayed as a grid. Here you can add, manage and delete entries.

Double click to open an entry card.

The search is performed within all attributes, even if they are not shown. Don't forget to push Enter to search the value.