Issues are often associated to companies or contacts. For example: The issue could be about work you are doing for a company. Or you might be helping a person resolve a problem.
Linking a company or contact to an issue
You can link companies and/or contacts to an issue to document this association. Linked companies and contacts provide context to the issue and allow for easy access to their information.
To link a company or contact to an issue:
Open an issue.
Find Atlas CRM on the right side in the issue panel.
Press Atlas CRM and then add.
Select company/contact and select the one that you would like to link. You can search for a company/contact by typing the first few letters of the name or use the suggested options.
Open, edit and remove a company or contact from an issue
Linked companies and contacts are accessible in the Atlas CRM menu inside the issue. From within the issue, you can navigate to the company / contact in order to view more details.
You can also open a modal and edit the company / contact without leaving the issue. And you can remove the link between the company or contact and the issue.
Open an issue with a linked company and/or contact.
Find the company/contact in the Atlas CRM menu on the right side of the issue.
Hover over the company/contact and click on the button that appears.
Here you will find options to: 'Open', 'Edit' or 'Remove from issue'.
Company or contact issues overview
Linking a company or contact to an issue gives you context inside the issue. But you might also be interested in an overview of all issues that are linked to a company or contact. This is what the company or contact issues overview is for.