Linking issues

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 customer to an issue

You can link companies and/or contacts to an issue to document their 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.

  • Click on the 'Add' button and choose company or contact.

  • Select the company / contact that you would like to link. You can search for a company / contact by typing the first few letters of the name.

Open, edit and remove a customer from an issue

Linked companies and contacts are accessible in the Atlas CRM menu inside the issue. From within the issue, you can open or edit the company / contact.

If you want to remove the link between a company / contact and the issue, you can simply remove it from the Atlas CRM menu in the issue.

To perform any of these actions:

  • Open an issue with a linked company / contact.

  • Find the Atlas CRM menu on the right-hand side.

  • Hover your mouse over a company or contact, a button will appear.

  • Click on the button and choose 'Open', 'Edit' or 'Remove from issue'.