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Question

Connecting projects to companies

  • October 5, 2026
  • 0 replies
  • 3 views

CatieBird

Does anyone have a workaround for connecting their projects to their companies? I understand we can connect to the contacts but I’m looking to create a custom field within each project where I can connect a company name so I can track how many projects I have within each company. Ideally, this would be a field where I can auto-populate it like we do when we add a contact name to a project. I’m looking for this to be readily seen once I open the project. rather than client facing, I am more interested in internal workflow. Thanks.