Release notes: See all customer information in Jira issues and Confluence pages (19.09.2018)

Have you ever wished that you could see ALL the information you have about the customer without navigating away from your work?

Now you can!

From now on you have a full overview of all the customer and sales data right in Jira issues and Confluence pages.

For every customer in issues and pages you also see their linked:

  • Contacts
  • Companies
  • Issues
  • Pages
  • Sales
  • Comments
  • and soon we will also introduce Files. Do you want a sneak-peak? Visit our public roadmap and vote for your favourite features!

How to see more information in Jira?

  • Click on the name of a Contact, Company or Sale
  • When the profile is open, you can choose which part of the information you want to view
  • You can navigate back by clicking the X on the right corner of Atlas CRM

How to see more information in Confluence?

  • Click on the name of a Contact, Company or Sale
  • When the profile is open, you can choose which part of the information you want to view
  • You can navigate back by clicking the X on the right corner of Atlas CRM
See all your CRM data on the COnfluence pages

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