How to link products to companies

The CRM app allows you to create a product and link it to as many companies as required, not directly but through issues.

1. Add your products to the Products directory.

2. Add the CRM Products & Sevices custom field to the issue screens – that's a place for an order specifying. The order consists of positions – a number of products with their prices.

3. Add the Products attribute in the Company card (CRM Settings > Companies).

   

4. Fill orders with your products – the Products attribute in the Company card will automatically contain the positions from the issues where the current company participates.

   

If you need the products just as information in the Company card and not going to use it anywhere in issues or get the list of all products at once – you can use the Table Lists attribute. It allows adding values right in the card for each card separately. Table Lists