Hello everyone, we have recently started using the Monday CRM solution. I imported the company records as an Excel file. In the board where I keep the contact records, I created a connected column with the board containing the companies. In this column, I select the relevant company from the dropdown menu next to each contact. However, the contacts do not appear under the People section of the company profile. Is there a way to achieve this?
Another issue: when I try to manually add contacts from the People section of the company page, not all of the contacts from my contacts board are displayed in the dropdown menu.
Hi! Great questions — I’ll try to clarify how this works in Monday CRM.
Contacts not showing under the “People” section of the Company profile
The “People” section you see in the Company view is not automatically populated by a Connected Boards column. Right now, connecting a contact to a company via the connected column only links the items together, but it won’t automatically show up in the People widget on the Company profile.
To achieve this, you’ll want to make sure your Company board has a Mirror Column (mirroring the connected Contacts board) and then add the People widget in the Company view. That way, the widget will display the mirrored contacts from your linked board.
Alternatively, you can use the WorkOS CRM template, which comes with preconfigured board connections and mirrored columns that show linked contacts directly on the Company profile.
Not all contacts appearing when adding manually from the Company “People” section
This usually happens when the board connection between Companies and Contacts isn’t set up as two-way.
Go to your Company board → open the connected board column settings → make sure the connection is set to allow linking both ways.
Once that’s enabled, all the contacts from your Contacts board should appear in the dropdown when you try to add them manually.
In short:
Use a mirror column + People widget for automatic display.
Enable two-way linking to see all contacts in dropdowns.
Hope that helps leave me a like if its sorted or feel free to ask more!