Tempo Ideas

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Access to Customers in JQL and widgets

Currently Tempo allows access to Account-related data using JQL and in Confluence widgets.

This request is to add Customer data as accessible using JQL and widgets.

Use case: we have a process for creating new Accounts as opportunities come through the sales pipeline. Some of those opportunities are with existing Customers, and some of them are for brand new Customers.

Part of our process is for sales to indicate the existing Customer, if there is one. But how are they to know what current Customers exist in Tempo if they can't see that list?

A Confluence widget that simply lists the current Customers in Tempo would address the use case. Our sales staff can then identify an existing Customer, or know for sure that there is a need to set up a new Customer in Tempo.

Ideally, there would be a way to exclude known unwanted Accounts -- either by listing them explicitly, or perhaps with some options (e.g. "exclude Customers whose Accounts are all Archived").

  • Mykenna Cepek
  • Aug 12 2020
  • Future consideration
Tempo Products Tempo Timesheets
Tempo Platform Cloud
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