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It's possible to display a list of chosen issues at Company or Contact card.

These settings can be done by Administrator.

Take following steps to add issues list to Company card:

  1. Go to CRM Administration, tab Company
  2. Add a new tab to place your list of issues
  3. Add a new field with JQL-type, for example field "Deals" and place it to the tab, see more: Set up Companies Directory
  4. Open Properties of the new field.
  5. Set property JQL with JQL-filter, to choose only issues connected with current company, use operator 'Company' = CURRENT_NAME (field type CRM Select Company) or 'Company' ~ CURRENT (field type CRM Company). See more Dictionary Attribute Types and Properties
  6. Set property Fields. There you should list issue fields to display in issues table. 

 

 

 

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