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 the Atlas CRM menu on the right side of the issue.
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.
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.
To open, edit or remove a company or contact:
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'.
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.
To find the issues overview:
Open a company or contact.
Click on 'Issues' in the menu on the left.