Hi All,
Apologies if this is simple and I’ve missed it. We are just testing the DEV and CRM apps to see if they suit our business needs, but we can’t locate how to associate / attach a project within the DEV section with a customer within the CRM.
How do we do this please?
Many Thanks
Hi Dave,
Welcome to the Monday community!
You can use the connect column feature in Monday. Start by setting up a two-way connect column between your ‘projects’ board and ‘contacts’ (or CRM) board. Ensure that this connection allows multiple connections as needed, for example, one project to many contacts or vice versa.
Let me know incase you need any more clarifications.
Cheers,
Harsh
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