Attio data on Jira issues and the customer portal
Attio data reaches two audiences. Your own people see the customer card on the issue, in the places you switch on and only if they pass the audience you set. On a Jira Service Management project you can also publish chosen fields to customers on the portal, as a separate panel with its own field list.
#Common tasks
You want to | Go to |
|---|---|
Put the customer card on issues | |
Limit who sees CRM data | |
Show customers their own details on the portal | Show customers their Attio details on the Jira Service Management portal |
Choose and order the fields on the card | |
Understand what the card shows and its states | |
Fix a card that never appears |
#Guides in this topic
Show Attio customer details on a Jira issueChoose where the Attio customer card appears on a Jira issue: the issue panel, an activity tab or the sidebar.Choose who sees Attio data in JiraSet the Jira permission, and optionally the groups, a person needs before they see the Attio card on an issue.Show customers their Attio details on the Jira Service Management portalPublish chosen Attio fields to customers, so each person on the Jira Service Management portal sees their own record on their requests.
#Related
The right people see the customer, and the customer sees only themselves.
