Users must be granted permission to view and use the Crumbs context.
You can link a Jira issue to a customer by using the Crumbs context.
This appears as a panel alongside other contextual information about the issue - on the right side when viewing an issue in the full-page view.
Linking a customer
Open a Jira issue and scroll down until you see the Crumbs glance. Click 'Linked customer(s)' to expand it.
To search for a customer, enter some text in the search box. You will be presented with a list of most relevant results as you type. If there is no direct match, you'll be presented with the option to create a brand new customer.
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.
To view and edit the customer, click ↗️.
There is no limit to the number of customers you can link to an issue.
Selecting which information to display
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 ⚙️ at the top of the Crumbs panel.
Simply select the fields you'd like to display and click 'Done'.
This setting is currently 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 🔗 .
Editing a customer inline
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 ☑️ to save your changes.
