You can search and view customers in Crumbs using the home page.
In the main navigation bar, click the Apps menu and choose Crumbs.
Searching for customers
To search for a customer, simply enter text in the Search box at the top of the page. The page will react instantly as you type by showing and refreshing the list of most relevant results.
Your search term is matched against the following fields:
- Name
- Main Contact
- City
- Country
From here, you can:
- reorder and sort the list of customers by clicking the column heading.
- view a customer by clicking its name.
- view linked issues.
- if you have the Crumbs Manager global permission, remove a customer by clicking on the right-hand side of its corresponding row.
Crumbs tries to set the customer's avatar by looking for its website icon. If it finds one, this will display to the left of each customer. If it doesn't find one, the Crumbs logo is displayed instead.
Jira Service Management organizations are displayed using the logo. These organizations can only be removed from Jira Service Management. It is not possible to remove them from Crumbs.
Viewing customers
To view a customer:
- click its hyperlinked name on the home page (see Searching and viewing);
- click in a linked Jira issue (see Linking issues).
Here, you can view and edit the customer's details, including:
- Website
- Description
- Main Contact (a user with an Atlassian account - e.g. a Jira Software user or Jira Service Management customer)
- Address Details
- Additional fields
You can also view the number of open and closed issues that are linked to the customer. To view more information, simply click one of the links.
To edit a field, hover your mouse pointer over the field and click. If you have permission to do so, you will be able to enter some text or choose a value.
Just like on the home page, Crumbs tries to set the avatar by looking for its website icon. The avatar is displayed at the top left of the details page.
To navigate back to the home page, click the 'Customers' link in the breadcrumb at the top of the page.
If the customer has been synchronized as a Jira Service Management organization, the logo is displayed on the right of the breadcrumb at the top of the page.
Searching for linked issues
You can search for linked Jira issues using Jira Query Language (JQL). See here for more details.