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How to link your project with a CRM contact?

Introduction

Need to know what companies are involved in certain projects and be able to manage them easily? Just link your project with contacts (persons or companies) from your customer database.

This guide will show you how it can be done in a few mouse clicks.

Step 1. Access the Projects

Enter your ONLYOFFICE portal and click the Projects link.

How to link your project with a CRM contact? Step 1 How to link your project with a CRM contact? Step 1

In case you have already logged in to the portal and been using it for some time, to access the Projects module from any portal page, use the drop-down list in the top left corner of the page and select the corresponding option.

Step 2. Select your project

Click the Projects link on the left-side panel. A new page opens with the list of all the created projects. To find a necessary one make use of our filter at the top of the list.

Click the Plus Icon button and select one of the options:

  • use the STATUS list to display the projects you are working on (Active), you have temporarily suspended the work on (Paused) or you have already completed (Closed);

  • use the PROJECT MANAGER list to display the projects managed by you or by a certain user;

  • use the TEAM MEMBER list to display the projects you or a certain user participate in;

  • use the OTHER list to display the projects you don't participate in but keep track of (Followed) or the projects with a specified tag;

You can also enter a project title, entirely or partially, in the field and press the Enter key to find the necessary one.

How to link your project with a CRM contact? Step 2 How to link your project with a CRM contact? Step 2

When the project is located, click its title. The project overview page will open.

To start a new project please refer to these instructions.

Step 3. Choose CRM contacts to link

Switch to the Contacts tab. If the contact list is empty, click the Link or add contact link at the center.

Select a necessary contact - person or company - from the existing ones entering it in the search field. If there is no such a contact in your database, the system will offer you to add a new person or a company. Just click the necessary link and fill in the form.

How to link your project with a CRM contact? Step 3 How to link your project with a CRM contact? Step 3

The selected contact will be added to the list. In the same way you can link as many contacts as you wish.

To unlink the contact linked by mistake, click the Unlink Icon icon to the right of the unnecessary contact.

Step 4. Restrict access to the linked contacts

By default, each project member (except guests) can view the contacts linked with the project. To restrict the access to them for some users, switch to the Team tab.

All the project members will be listed in alphabetical order. Find the user you wish to restrict the access for and click the Contacts link to the right.

How to link your project with a CRM contact? Step 4 How to link your project with a CRM contact? Step 4

The same way you can restrict the access for any other user unless he/she does not have projects administrator privileges.

This function is available for private projects only.
How to restrict access to your project?
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