Searching and viewing

You can search and view customers in Crumbs using the home page. In the main navigation bar, click the Apps menu and choose Crumbs.

Open

You have the option of using either the card view (default) or the table view. Click the button at the top right of the page to switch views.

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 filtering and refreshing the list of the most relevant results.

Open

Your search term is matched against the following fields:

• Name

• Main Contact

• City

• Country

You can also add other search criteria, like Main Contact, City, and Country, by using the field filters next to the search box. If there are existing filters applied, click the Clear filters button to reset the search criteria.

Set the field filters for your search. You can search against default fields such as Description as well as custom fields that you create yourself (e.g. Size, Status etc.). 

From here, you can:

• view a customer by clicking the card or its name in the table view.

• view linked issues.

• in table view only:

  • reorder and sort the list of customers by clicking the column heading (table view only).

  • 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 be displayed on the card or to the left of each customer in the table view. 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 the card or its hyperlinked name on the home page;

• 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, grouped in your configured sections

You can also view issues that are linked to the customer. 

• Recent open issues: linked open issues. A maximum of 50 issues is displayed and the most recently updated issue is displayed first.

• Recently closed issues: linked issues that had their resolution set in the last 7 days. A maximum of 50 issues is displayed and the most recently resolved issue is displayed first.

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 'My 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.