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Release notes 2022

November 21st
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January 22nd - Atlas CRM 2.0
January 13th
January 10th

Getting started

Checklist
Core concepts
Installation
Language settings
Pricing

User functionalities

Companies
Contacts
Sales
Jira issues

Interactions

Manual Interactions

Gmail Integration

Installation
Feature overview
Admin settings

Outlook Integration

Installation
Feature overview
Admin settings

Jira Service Management Requests

Custom JQL

Practical examples
Queues in Jira Service Management
Gadgets on dashboards
Custom JQL automations

Confluence pages
Export
User preferences

Admin configuration

Templates
Import
Sales configuration
Atlas CRM data on Jira issues

Access and User roles

Granting access to Atlas CRM
Customising User roles

Automations

Triggers

Issue created
Issue comment added
Issue updated
Contact linked to issue
Company linked to issue
Sale linked to issue

Actions

Link company based on custom field
Link contact based on custom field
Link contact based on reporter's email
Link company based on reporter's email
Copy template fields to custom fields
Link a linked company
Link a linked contact
Log issue as interaction

Configure an automation

Select trigger and actions
Publishing your automation
Disabling an automation

User synchronization
JSM Connect

API

Authentication
Endpoints

Privacy / Security

Security policy

Relevant links

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Release notes 2022

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November 21st

You can now create comments through our API. Have a look at our API documentation to see how this works.

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