FAQs
Data and access
Section titled “Data and access”Where is my data stored?
Section titled “Where is my data stored?”In your Atlassian site: Jira plus the app’s Forge storage. Nexus CRM is eligible for Runs on Atlassian and sends nothing to outside servers. See Data and security.
Why can’t I find a page someone else can see?
Section titled “Why can’t I find a page someone else can see?”Pages you can’t use aren’t in your menu, and create buttons you can’t use are greyed out. Your role decides what you see; ask a CRM admin. See Permissions.
What happens if our licence lapses?
Section titled “What happens if our licence lapses?”Nexus CRM shows a licence notice instead of the app, and your data stays exactly as it was. Renew and everything is back.
Jira and the service desk
Section titled “Jira and the service desk”Why can’t I see Nexus CRM on a work item?
Section titled “Why can’t I see Nexus CRM on a work item?”It’s off in every space until it’s turned on. Check Settings → Jira → Spaces, or the space’s own Space settings → Nexus CRM, and whether the space uses the panel or the glance. See Placement in work items.
Can I show a CRM field on the Jira work item screen?
Section titled “Can I show a CRM field on the Jira work item screen?”No: Nexus CRM shows its fields in its own panel or glance. To find work by customer, use the JQL functions.
Why doesn’t my JQL search show a work item I just linked?
Section titled “Why doesn’t my JQL search show a work item I just linked?”Jira keeps each CRM function’s answer, and Nexus CRM refreshes it a few seconds after a link changes. Search again in a moment.
Why can’t I see a service desk customer’s email?
Section titled “Why can’t I see a service desk customer’s email?”Customer emails are often hidden by their profile visibility. JSM Sync matches people by Atlassian account first and treats email as best-effort, so the person is still linked correctly.
Using the app
Section titled “Using the app”Does it remember my view?
Section titled “Does it remember my view?”Yes. Your navigation, grid or board for each list, columns, sort, the Weighted setting and favourite filters are saved to your account and follow you to any browser or device. The board’s Group by and Sum choices and the audit log’s columns are kept in your browser only.
Does it follow Jira’s dark theme?
Section titled “Does it follow Jira’s dark theme?”Yes, and it switches the moment you change Jira’s theme.
Why does the deal board say it’s showing the first deals only?
Section titled “Why does the deal board say it’s showing the first deals only?”The board shows up to 500 open deals and the 100 most recently closed. Use the grid view, which pages through everything.
Can I send email from Nexus CRM?
Section titled “Can I send email from Nexus CRM?”No. You can log an email as an activity, but the app doesn’t send email or connect to an inbox.
Can I delete an activity?
Section titled “Can I delete an activity?”No. Activities can be edited, not deleted, so the history stays complete.
Can I replay the tour?
Section titled “Can I replay the tour?”Yes: Guide & support → Take the tour, or ⌘K → Take the product tour.