I am just starting out with Monday and want to have our clients in the CRM and multiple projects per client in Work Management. How do I link these? I can see in Work Management where I can allocate an account to a column but I want to see each project (ie. board) that is associated with an account not a column. Eg. We work on Project A, Project B and Project C for Company 123. I want to be able to see all the boards associated with the client and to be able to report on them. I’ve seen that it’s possible to connect boards but I can’t seem to work out how to do this.
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Hi @Sarah_Loop, I am looking to do this as well. Did you ever find a workable solution? Thank you!