Contacts

Contacts

How to Manage Contacts in Mria Contacts: Contacts Management for Jira


The Contacts section allows you to manage all people you interact with during the sales process.


1. Viewing Contacts

  • All Contacts are shown in a table view with key details:

    • Name

    • Email

    • Phone

    • Linked Company

    • Created date

  • The top summary shows totals: total Contacts, new Contacts (this month), and unlinked Contacts.

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2. Creating a Contact

When creating a new Contact, you provide:

  • Name (required)

  • Email (required, should be unique - no duplicates allowed)

  • Company

    • Select an existing Company

    • Skip for now (Contact will remain unlinked)

    • Or create a new Company directly during Contact creation

  • Additional optional details (like Phone and Title) can be added.

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3. Contact Full View

In the Contact full view, you can:

  • See linked work items.

  • View and edit Contact details (Name, Email, Phone, Title, Tags, LinkedIn, etc.).

  • View linked Company details.

  • Add Notes.

Each Contact always shows its relationship to:

  • Company (the organization they belong to)

  • Jira work items

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4. Filtering Contacts

You can use the Filters panel to quickly narrow down your Contacts list.

Available options:

  • Created by me – show only Contacts you created.

  • Tags - filter Contacts containing one or more tags.

  • Linked work items – filter Contacts that are linked to Jira work items / JSM requests.

  • Import files - process Contacts from your recent import without mixing it with others.

  • Linked Company – show only Contacts from a specific Company.

  • Created – limit results by creation date range.

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📌 Filters are for display purposes only — they don’t affect the underlying Contacts data.


5. Linking Jira work items

You can connect a Contact to related Jira work items directly from the Linked work items section.

Click + Link New Item, then start typing to search by:

  • Jira issue key (e.g., SCRUM-9),

  • issue summary, or

  • paste a direct link to the Jira work item.

Once linked, the connection appears:

  • in the Contact’s Linked work items section inside Mria Contacts Management,

  • in the Mria Contacts panel on the Jira issue’s right sidebar.

➡️ Learn more about the Jira panel on the Jira Integration page.

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6. Contact Statuses

Mria Contacts Management shows how active a Contact or Company is by counting the number of linked Jira Service Management requests (both open and closed). Only JSM tickets contribute to this activity indicator — internal Jira issues created by your team are not included. This separation helps you clearly distinguish external customer interactions from internal work.


7. Deleting Contacts

To delete a Contact, open the ... menu in the top right corner of a Contact full view and select Delete.


 

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