Linking Items to Customers

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 #

1. Navigate to the “Invoices” Section:
   • From the main menu, go to Sales > Invoices.
2. 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.
3. 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.
4. 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 #

1. Go to the “Projects” Section:
   • Navigate to Projects > All Projects.
2. Create or Edit a Project:
   • Click on the Add New button to create a new project or select an existing project from the list.
3. 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.
4. 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 #

1. Access the “Support” Section:
   • Go to Support > All Tickets.
2. Create a New Ticket:
   • Click on the Add New Ticket button to create a support ticket for the customer.
3. 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.
4. 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.