Contacts

How to Manage Contacts in Mria CRM 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

  • Open Leads

  • Open Deals

  • Created date

• The top summary shows totals: total contacts, new contacts (this month), contacts with open Deals, contacts with open Leads, and unlinked contacts.

• Export CSV: allows you to export the current list of Contacts (based on applied filters and visible columns) as a .CSV file for external use.

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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 in CRM)

• 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 Leads, Deals, and Products.

• 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:

• Leads (where they're involved)

• Deals (associated opportunities)

• Products (items or services the Contact is linked to)

• Company (the organization they belong to)

• Jira work items

📌 You can link Products to a Contact from its full view. Linked Products show on the Contact, and the Contact appears under that Product's Linked Contacts tab — see Products.

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4. Custom Fields on Contacts

Custom fields let your team capture extra information on every Contact beyond the standard fields. For example, you can add Department and Seniority to segment by role, Preferred Channel to record how the Contact likes to be reached, or Time Zone to coordinate meetings.

Custom fields are managed by administrators under Settings → Custom Fields. See Custom Fields for the full setup guide and field type reference.

Once a custom field is created on the Contact entity, it shows up in several places:

• Contact full view — populated values appear in the More fields section on the right-hand panel. Click any field to edit inline.

• Table view — open the Customize table menu and toggle any custom field on to add it as an optional column.

• Filters panel — every custom field appears under the Advanced tab as a filterable criterion (see Filtering Contacts below).

• CSV export — visible columns are included in the export, so custom fields show up in the CSV when they're toggled on in the table view.

• Contacts Import — custom fields can be mapped during bulk import. See Contacts Import.

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5. Filtering Contacts

You can use the Filters panel to quickly narrow down your Contacts list. The Filters panel has two tabs:

• Basic — the standard filter set, always available.

• Advanced — every custom field on the Contact is automatically available here as a filterable criterion. The available comparators depend on the field type (for example, dropdowns use is any of, numbers use is greater than, dates use is on or before).

Available Basic filters include:

• Created by me – show only Contacts you created.

• Linked Records – filter Contacts that are linked to open Leads or open Deals.

• 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.

6. 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 CRM,

• in the Mria CRM panel on the Jira issue's right sidebar.

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

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7. CRM Statuses

For Contacts and Companies, Mria CRM automatically calculates a status based on their activity history:

8. Deleting Contacts

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

• ❌ Primary Contacts (the main link for a Company) cannot be deleted. You'll see a warning.

• ✅ Secondary Contacts can be deleted. They'll be removed and unlinked from Deals, Leads, and Companies.

• ✅ Orphaned Contacts (not linked to any Company) stay in the system and can be linked later.

✅ This makes Contacts the core link between Leads, Deals, and Companies.

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