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Here are some tips to get you started. You can edit this page to see how it works! |
1. Support Agent Interface
The "Customer Card" plugin adds a button to the Jira agent toolbar:
Clicking on the button opens a support agent interface (pop-up window) with the ability to quickly access the client's profile:
Also, the support agent interface can be opened from any Jira page on a separate page by clicking on the "Customer Card" item in the App submenu:
A separate plugin page where the Jira agent can quickly find, view, and add additional client information who created a service request:
2. Support Agent Interface
Click "Edit" to enter the Confluence editor and use the page layouts feature to structure your content using sections and columns.
Use headings to format your text and drag and drop images into your page to provide visual interest.
Click "Insert" and select "Other Macros" to add macros for navigation, special formatting and other media.
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On this page:
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3. Organise your pages
Here are some tips for organising your content.
Change the page order
The sidebar on the left displays your pages in a hierarchy. If you have Space Administrator permissions you can click "Space Tools" > "Reorder Pages" to move pages around.
Add labels
Labels help keep pages organised and make it easier for you to find the information you need. Click "Labels" at the bottom of a page to add or edit. The "Related pages" section on this page uses labels too!
Make templates
Standardise and speed up the page creation process with templates. You can create and format a template with page layouts, standard headings and instructional text for hints and guidelines. Check out our sample page on "Making a template"
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