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Note

Users must be granted permission to view and use the Crumbs glancecontext

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You can link a Jira issue to a customer by using the Crumbs glancecontext.

This appears as a panel alongside other contextual other contextual information about the issue - on the right side when viewing an issue in the full-page view.

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Linking a customer

Open a Jira issue and scroll down until you see the Crumbs glance. Click 'Linked customer(s)' to expand it.

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Once you choose an option, information about the linked customer is shown within the Crumbs panel. By default, the following information is shown:

  • Name

  • Main Contact

  • City

  • Country

The customer's logo is displayed at the top of the panel if Crumbs has found one.

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To view and edit the customer, click Image Removedclick ↗️. 

There is no limit to the number of customers you can link to an issue.

Selecting which information to display

Note

To adjust these settings, you must be a Crumbs Manager. See Permissions.

If you'd like to configure which information is shown to end users, you can configure the settings by clicking Image Removed at clicking ⚙️ at the top of the Crumbs panel.

Simply select the fields you'd like to display and click 'Done'.

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(warning) This setting is currently globalcurrently global, meaning that your configured display settings are applied for all users.

Unlinking a customer

To unlink a customer, expand the Crumbs glance and simply click Image Removedclick 🔗 .

Editing a customer inline

Note

To edit customers, you must be a Crumbs Manager. See Permissions.

If you have the correct permissions, you can edit linked customers directly within the issue glance without ever having to leave the issue!

To edit a field, hover your mouse pointer over the field and click. Enter some text or choose a value. For text fields, don't forget to click

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☑️ to save your changes.

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