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  • CRM for Jira
  • Current: Administrator's Guide

Administrator's Guide

Initial Settings
Setting up Access to Objects
Defining a CRM User
Configuring CRM Directories
Directory Attribute Types and Properties
Table Lists
Setting Up Issue Custom Fields
CRM's Post-Functions
Adding CRM Custom Fields to Email Template
Auto-adding Companies and Contacts from CRM to Service Desk Projects
Backing Up CRM's Data
Reset all settings to default
Audit Log
CRM Security Levels
Direct Mail
Link CRM Custom Fields to Jira Custom Fields

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