I am new to Monday.
I created a CRM, where I have a table containing all our Client Contacts.
I created a Work Management table, where we have our “helpdesk service” requests.
I created a linked column, where we can link the CRM Client Contacts to the helpdesk tasks.
This is working fine, HOWEVER, is there a way for this helpdesk task to be logged to the CRM Client page? Like an activity, or a log. Any trace that we had a helpdesk request?
Is this possible using automation?
Right now, for our sales staff to see, if one of their designated Clients, or Accounts has an open helpdesk request ticket, is to go to the Work Management page, and manually filter by their clients.
Also, this requires all our staff to have both licences..