Get customer context on issues

You can get details about your customers and any organizations associated with an issue to get extra context about your customers while working on support requests.

These details will appear on issues along with the other details relating to the issue. The details shown are based on the customer detail fields you've created and the details of your customers that you've added. The customer shown is based on the Reporter field input and the organizations shown are based on the Organizations field input on the issue, or if that field is empty it will be based on the organizations the customer is in.

You must be a Jira admin to set up customer context on issues.

1. Create customer detail fields.

2. On the Customer details screen, select Manage issue view, then select the fields you want to show on the issue view.

3. Select Save.

4. Create organization detail fields.

5. On the Organization details screen, select Manage issue view, then select the fields you want to show on the issue view.

6. Select Save.

7. Add the Customer panel to the Issue view in your request type. Find out how to customize the fields of a request type.