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 to 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'.

Advanced issue linking

There are more advanced ways to link issues to a company, contact or sale.

1 Automatically link issues via Jira

Automatise linking issues if customers create issues directly in your Jira instance, by using Jira Service Desk or via direct access.

Jira automatically link issues

2 Using the API

Use the Jira issue endpoints from the Atlas CRM API to link or unlink Jira issues. Find information about how to achieve this on the "Jira issue endpoints" paragraph on the page below:

API