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Use Cases & Ideas

As Universal Directories don't tie you to particular directories and card parameters, you can store almost any type of information in it. There are some typical examples the app can be used for.

HR (Human Resources) database

Store and structure the common HR data such as employee info, job titles, departments, locations, skills and others. Link information to be able to retrieve the particular data of interest. Use the powerful filtration to create a complex selection. Combine with a Jira workflow for a more clear vision of the onboarding process.

Answer questions like:

  • Who of the employees from the IT department has a particular skill?

  • How many developers were hired during this year?

  • Which many unresolved issues are left after an employee was fired and who is the best candidate for them to be reassigned to?

CRM (Customer Relationship Management)

Even if you don't contact your customers via Jira, you still might need to keep some CRM info and link it with your Jira activities. Create a directory of customers, contacts, communications, products, interlink them as you need and enjoy the structured and always up-to-date information! Combine with a Jira workflow for tracking sales.

Answer questions like:

  • How many sales did we win with particular clients?

  • Which customer lacks a curator from our side?

  • How many new leads did we get in this year?

  • Who missed the particular presentation?

A service directory for your Helpdesk solution

Create a list of products and allow customers to select them in requests. Use the cascading selection to keep information consistent.

Being compatible with Jira Service Management, this feature is even more powerful in HelpDesk for Jira, where your customer can be granted the same variety of permissions as internal users. They can select, browse and even create and edit (if allowed so) new entries!

Assets & Objects Management

Store your assets with their links, add an asset to an issue and browse the relevant statistics. Great in combination with the HR solution!

Found a new cool use case? Let us know so we could improve the app for it!

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