Get started with Jira Service Management for admins
Your first stop for learning how to get started with Jira Service Management.
Manage customer detail fields
The features described in this article are only available on Premium and Enterprise plans. To use these features, turn on Customer service management on the Features page in Project settings.
Customer detail fields contain information about your customers that give you and your agents important context and help you better understand the unique needs and concerns of each individual customer.
Admins can add and edit detail fields. Any fields that are added or edited will be changed for all customers in Jira Service Management, not just those in the current project.
Create and edit customer detail fields
Administrators can create and edit detail fields that are displayed on customer pages. Any fields that are added or edited will be changed for all customers in Jira Service Management, not just the current project.
To add or edit detail fields:
From your service project, go to Customers.
Select the name of any customer.
Select Customer actions (•••), then Edit details.
Select Create field to create a new detail field or select More (•••) next to the field you want to edit, then Edit field.
Select the type of field that is displayed (for example, “Text”).
Enter the label that will appear next to the detail (for example, “Address” or “Phone”).
Delete customer detail fields
Administrators can delete detail fields that are displayed on customer pages. Any fields that are deleted will be removed for all customer profiles in Jira Service Management, not just the current project.
To delete detail fields:
From your service project, go to Customers.
Select the name of any customer.
Select Customer actions (•••), then Edit details.
Select More (•••) next to the field you want to delete, then Delete field.
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