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.
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'.