FAQ and support

Short answers to common questions, and how to reach support.

Do I need a separate login?

No. You use your Jira account. Open the app from the Apps menu.

Does the app change anything in Jira?

Only its own read-only CRM fields on work items linked to a record, so that JQL can find them. It never creates, transitions or comments on a work item, and it changes no other field.

Can I see only my own records?

You can filter to yours with My Leads, My Deals and the like, but the app has no per-record privacy. Everyone who can open it sees everything. See Permissions and access.

Can I add my own stages or have more than one pipeline?

A Jira administrator can rename, add and remove stages, up to 12 before Won and Lost. There is one pipeline per site. See Settings.

Can I drag deals between columns?

Yes. Drag a card to another column on the board. Won and Lost ask for a reason first.

Can I add my own fields?

Yes. A Jira administrator can add text, number, date and dropdown fields to contacts, companies, deals and leads. See Custom fields.

Can I see the customer from a Jira work item?

Yes. Every work item has a CRM panel showing its linked records.

Can I search work items by deal or customer?

Yes, with JQL. See Finding work items with JQL.

Does it work with Jira Automation?

Yes, as actions: a rule can move deals, create a lead, add a note or create a task. A change in the CRM can't start a rule. See Jira Automation.

Can I send email or log meetings from the app?

No. The app does not connect to email or a calendar and does not store attachments. Write what happened as a note, and add a task for what comes next.

Can I move my data in from a spreadsheet?

Yes, with CSV import for contacts, companies, leads, deals, products and tasks. See Import from CSV.

Can I get my data out?

Yes. Export CSV from any list, or everything from Settings. See Bulk actions, import and export.

Does changing the currency convert my amounts?

No. It only changes the symbol. There is one currency for the whole workspace.

What happens if two people edit the same record?

The last save wins. The timeline shows who changed what, so you can see it happened.

Can I undo a delete or a merge?

No. Both are permanent. The audit trail shows what was removed.

How many records can it hold?

Sections are designed for up to 5,000 records each. See Limits and behaviour.

Where is the data stored?

In Atlassian's storage for the app, on your own Atlassian site. See the privacy policy.

Support#

Questions, bug reports or feature requests: info@vudia.site. To help us answer quickly, tell us which section you were in, what you expected, what you saw, and attach a screenshot if you can. Security reports go to the address on the security page.