Introduction #
Linking items (such as invoices, proposals, projects, or support tickets) to a customer ensures that all of a customer’s interactions, transactions, and data are organized in one place. This feature allows you to easily track and manage everything related to a customer in your CRM, ensuring streamlined operations and reducing confusion.
In Intellent CRM, linking various items (invoices, projects, tickets, estimates, etc.) to a customer is a straightforward process. Follow the steps below for each type of item:
Linking an Invoice to a Customer #
- Navigate to the “Invoices” Section:
- From the main menu, go to Sales > Invoices.
- Create or Edit an Invoice:
- You can either create a new invoice or edit an existing one by clicking the Add New button or selecting an invoice from the list.
- Select the Customer:
- On the invoice creation or editing page, find the Customer dropdown.
- Begin typing the customer’s name, and select the appropriate customer from the dropdown list.
- Link Items and Save:
- Once you’ve filled out all the necessary fields for the invoice, such as item descriptions, quantities, and amounts, save the invoice.
- The invoice will now be linked to the selected customer’s profile.
Linking a Project to a Customer #
- Go to the “Projects” Section:
- Navigate to Projects > All Projects.
- Create or Edit a Project:
- Click on the Add New button to create a new project or select an existing project from the list.
- Assign the Customer:
- In the project creation or editing form, locate the Customer field.
- Type and select the customer you want to assign the project to.
- Add Project Details:
- Add project details like milestones, deadlines, team members, and status updates.
- Save the project, and it will automatically appear under the customer’s profile.
Linking Support Tickets to a Customer #
- Access the “Support” Section:
- Go to Support > All Tickets.
- Create a New Ticket:
- Click on the Add New Ticket button to create a support ticket for the customer.
- Assign the Customer:
- In the ticket creation form, under the Customer field, type the customer’s name or email.
- This links the ticket to the customer’s account.
- Fill in Ticket Information:
- Add the ticket details such as issue description, priority, and assigned support team.
- Save the ticket, and it will be linked to the customer for easy access and tracking.