๐ Relations (Projects, Invoices, Estimates)
Relations link your account plans to real work in Perfex CRM: projects, invoices, estimates, and proposals. This keeps everything connected in one place.
Why Use Relations?โ
- Single view โ See all related projects and invoices for an account
- Quick navigation โ Jump from a plan to a project or invoice
- Context โ Understand the plan in light of actual projects and revenue
- Task sync โ Plan tasks linked to Perfex tasks stay in sync
Adding a Relationโ
- Open an account plan.
- Go to the Relations tab.
- Click Add Relation.
- Choose the type: Project, Invoice, Estimate, or Proposal.
- Select the specific item from the dropdown.
- Click Submit.
The relation will appear in the table with a link to the item.
Relation Typesโ
| Type | Description |
|---|---|
| Project | Link to a Perfex project |
| Invoice | Link to an invoice |
| Estimate | Link to an estimate |
| Proposal | Link to a proposal |
Quick Create Projectโ
Instead of creating a project elsewhere and linking it:
- Go to the Relations tab.
- Click Quick Create Project.
- A new project will be created and linked to this plan automatically.
- The project uses the plan's client and subject.
You can then open the project and add tasks, milestones, etc.
Linked Project Tasks and Milestonesโ
When you link a project, the Relations tab also shows:
- Linked project tasks โ Tasks from that project (name, deadline, status)
- Project milestones โ Milestones from that project
You can click the link icon to open the task or project in Perfex.
Task Sync (Plan โ Perfex)โ
When you Convert to Task from a plan task:
- A Perfex task is created and linked to the plan.
- The plan task stores the Perfex task ID.
- When you change the Perfex task status, the plan task status updates automatically.
- When you change the plan task status, the Perfex task status can sync (depending on configuration).
Status mapping:
| Plan Status | Perfex Status |
|---|---|
| Not Started | 1 |
| In Progress | 2 |
| Waiting for feedback | 3 |
| On Hold | 4 |
| Complete | 5 |
Links from Projects, Invoices, Estimatesโ
When you view a project, invoice, or estimate that is linked to an account plan, you will see a link like:
Account Planning: [Plan Subject]
Click it to open the plan.
Removing a Relationโ
- Go to the Relations tab.
- Click the Delete (trash) icon next to the relation.
- Confirm.
This only removes the link. The project, invoice, or estimate is not deleted.