Quick Search CRM Records

To find some records in the directory you should start typing desired contact or company name in the search field. You can search by multiple attributes simultaneously.

For some fields it's possible to choose AND or OR logic for search. Click the field, check options, and choose logic.

Save Filter in Companies Directory

You can save frequently used filters in CRM Companies Directory. 

For example, you've filtered records in the grid by one or more field:

To save this search click on 'Add Filter' (star) in the sidebar menu:

The saved filter will appear in the grid's upper part:

The screenshot above shows you the filter disabled when all Companies are displayed. To see the search results enable the saved filter by clicking on it:

The saved filter is available to its creator only. 

You can delete your filter by clicking on 'x'.

Search Issues by CRM Fields

To find issues with certain Company\Contact fields values go to JIRA issue search (Issues->Search for issues)

You need to add Company/Contact fields to your search criteria and select the desired value by typing its name.

(lightbulb) To find issues with the empty company you need to use JQL-filter: (Company = "Not Defined")

CRM JQL Operators for Advanced Search 

The following operators can be used in the Advanced Search of issues.

JQL Operator

Description

Reporter in CurrentUserCompany()

To find all issues reported by colleagues of the current user (a user who is performing JQL search). The search is made by the Reporter field.

id in CurrentUserCompanyField("Company")

where "Company" is the name of custom field CRM Company type

Returns a list of issues, where Company in field "Company" is the same as CurrentUser Company
id in MentionedIn("Deals", "project = CRM")To find the issues that are selected in a field "Deals" (IssuePicker field) of issues of project "CRM"
id in issueHasProduct("Confluence")To find issues where product "Confluence" is selected at CRM Products&Services field

id in issuesByField(Company field, "JQL")

example:

Project - Support AND id in issuesByField(Company, "Project=Sale")

To find those issues at Support Project, where Company has other issues at Sale Project
Reporter in CurrentUserHolding ()To find all issues reported by Holding employees where the current user (a user who is performing JQL search) is working

id in CurrentUserHoldingIssues("Company")

 where "Company" is the name of custom field CRM Company type

To find all issues where "Company" field is part of a Holding where the current user (a user who is performing JQL search) is working

id in ReporterFrom("Company")

where "Company" is the name of custom field CRM Company type

To find all issues where the reporter's company is the same as the company mentioned in the field "Company"