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Creating an Organization

A organization is an organizational entity or company that you are either doing business with now, or may be doing business with soon. A organization could be a company, school, association, or any other entity that links people together.

PROCEDURE

1. Click Projects (in header). Then click o the name of the desired project.

2. Click on the Organizations button, the last item of the project navigation sidebar. The list of organizations is displayed afterwards.

3. Click Create (in header) or type 'C' in any page.

4. On the Create Issue dialog enter the following details:

  • Issue Type - The type of the issue. To create an organization, select the item 'Organization'.

  • Summary - The name of the organization.
  • Reporter - The person who entered the organization into the system.
  • Assignee - The person to whom the organization is currently assigned.
  • Linked Issues - A list of links to related issues (for organizations you can link activities, deals and contacts).

5. Then click the button Create.

Viewing Organizations

PROCEDURE

1. Click Projects (in header). Then click on the name of the desired project.

2. Head to the Project navigation sidebar and click on Organizations, the last item on the list. The list of organizations is displayed afterwards.

3. Optional: you can search organizations by the organization's summary.

Editing an Organization

PROCEDURE

1. Click on the Projects button, then select the desired Project.

2. Reach the project navigation sidebar and click on Organizations. The list of organizations is displayed afterwards.

3. Click on the organization's name to display the page with the organization's fields and additional information.

4. Hover the mouse over any field and then click on the pencil icon to edit inline the field's value.

5. Optional: Click on the Edit button or hit the 'E' key in order to display the Edit Issue dialog.

6. Optional: Attaching files and screenshots to organizations.

7: Optional: Editing multiple organizations at the same time.

8: Optional: Moving an organization to another project.

9. Optional: Commenting and collaborating on an organization.

Linking Organizations to Activities, Contacts and Deals

Issue linking allows you to create an association between two existing issues on either the same or different JIRA servers. Issue linking also allows you to: Create a new linked issue from an existing issue in a service desk or business project; Create an association between an issue and a Confluence page; Link an issue to any other web page. To create links on issues, you need to have the Link Issues permission in the project(s) to which the issues belong. Lean more about issue linking.

PROCEDURE

1. Select the organization you wish to link to another issue.

2. Hit the More button and select the option Link from the dropdown list.

3. Make sure that the JIRA Issue item is selected on the left panel from the Link dialog box.

4. Reach the Issues field and specify the existing issue(s) to be linked to your currently viewed/selected issue. You can type the full issue key then press the 'Enter' key between each typed issue key.

4.1 Optional: You can manually search for other issues not listed.

4.2 Search Issues by key or summary, and mark the checkboxes of the desired issues. After you are done, hit the Add button. You can also input the Project's code name in JIRA for a full list of issues.

4.3 Your manually issues have been added successfully.

4.4 After you are done linking issues, hit the Link button in order to complete the operation.

5. Optional: You can create a new issue and link.

5.1. Hit the More button and select the option Create linked issue from the dropdown box.

5.2 Select the Issue Type, enter the Summary and Description, then click the Create button at the bottom of the dialog.

5.3 You can also perform a manual search and add multiple issues. Hit the + button.

5.4 Select the desired issue or click on the button Select multiple issues for that purpose.

5.6 Mark the checkboxes of the desired issues and hit the Select button.

5.7 The rest of the process from here on is the same for other methods.

Searching for Organizations

Can't find the issue that you are looking for? On JIRA any user can search for issues, although they will only see issue results from projects where they can view issues (i.e. 'Browse Project' permission). The advanced search allows you to build structured queries using the JIRA Query Language (JQL) to search for issues. In Kanoah CRM, deals, contacts, activities and organizations are issues, so you can take advantage of all searching features available on JIRA. Learn more:

Adding a Custom Field

JIRA lets you add custom fields in addition to the built-in fields. To do so, you must be logged in as a user with the JIRA Administrators global permission. Learn more about Adding custom fields.

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