crm change client change jobsite change customer link customer link crm job faq How do I Link an LMN Time Job to a CRM Customer?

If you have old jobs that are not linked to a customer in LMN's CRM, or if you wish to change the customer that an LMN Time job is linked to, you can perform either of these tasks by following these simple instructions:

1. Go to LMN Time and click on Jobs.  Then, click on the customer you wish to update.

2. Click on the Link to CRM button as shown below.

3. To search, use the field provided and click Search.  Once you find the correct customer, click Select.  

4. Select the Contact and Jobsite for the job.  Once correct, click OK.

If you need to change your customer, click Change.

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