Linking an Issue With a Company
There are several ways to link a company card, in all cases the custom field of the CRM Company type should present on the issue screens.
Selecting a Company
There are two ways to select a company.
Select a company in the issue field:
Create an issue directly from the company card (in case you have access to the companies in the CRM) – the company will be selected during the issue creation:
![](../../__attachments/3257860370/image-20230421-090633.png?inst-v=ab8c9a6d-85f0-402c-bb77-836cb866e34c)
Automatically Defining a Company
If set up, the company will be auto-populated according to the Reporter's company and will be updated on the Reporter's change:
![](../../__attachments/3257860370/image-20230421-090644.png?inst-v=ab8c9a6d-85f0-402c-bb77-836cb866e34c)
Managing a Company In an Issue
In both cases, if you have the relevant permissions, you can click on the company name to browse and manage the company information in the pop-up:
![](../../__attachments/3257860370/image-20230421-090656.png?inst-v=ab8c9a6d-85f0-402c-bb77-836cb866e34c)