Get customer context on work items

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

These details will appear along with all other details relating to the work item. 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 work item, 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 work items.

Set up customer context on work items

1. Create customer detail fields.

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

3. Select Save.

4. Create organization detail fields.

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

6. Select Save.

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