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Additionally, the agent has the ability to create a request on behalf of this Client (using requests that can be made through the portal).
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In the Customer Card plugin, it is only possible to create a request on behalf of a user if that user is registered as a customer in Jira Service Management. If a user does not have customer status in Jira Service Management, requests cannot be created on their behalf using this plugin. This is a requirement due to access and permissions limitations within Jira Service Management, ensuring that only verified customers can submit and manage support requests. Note: To enable request creation for a Jira user, ensure they are added as a customer in the Jira Service Management project where the request will be logged. |
Request History. The Agent can view all tasks that have been created from the organization associated with the Client (provided that such tasks can be viewed at the organization level):
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Easy import and export of all customers in CSV format for bulk adding and editing of phone numbers.
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VoIP Integration
You need to set up integration with your VoIP solution. The following connections are available:
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