How Clients, Contacts & Locations Work Together

Overview

One of the strengths of the JGID CRM is the way Clients, Contacts and Locations are connected.

Rather than creating duplicate records, JGID allows you to build relationships between organisations, people and worksites, giving you a CRM that accurately reflects how your business operates.

As your business grows, these relationships become one of the most valuable sources of information within JGID.

Understanding the Relationships

The CRM is built around three core records:

Client – The organisation you have a business relationship with.

Contact – The people you communicate with.

Location – The physical place where work is performed.

These records are connected to each other rather than existing in isolation.

For example:

A Client can have many Contacts.
A Client can have many Locations.
A Contact can belong to multiple Clients.
A Contact can be linked to multiple Locations.
A Location can be associated with multiple Clients.
A Location can have multiple Contacts.

This flexibility allows the CRM to represent real-world relationships without creating duplicate records.

Creating New vs Linking Existing

Whenever you add a Contact or Location to a Client, or add a Client or Contact to a Location, JGID gives you two options:

Add New

Creates a brand-new record in the CRM.

Add Existing

Links an existing record that already exists elsewhere in your CRM.

For example, if a Building Manager already exists as a Contact, simply link that Contact rather than creating another one.

Likewise, if a Location already exists, simply link it to the appropriate Client.

This keeps your CRM clean, accurate and free from duplicate information.

Two Ways to Build Your CRM

There are two ways Clients, Contacts and Locations can be created.

1. Directly from the CRM

You can create new Clients, Contacts and Locations at any time from the CRM.

This is ideal when setting up your customer database or adding organisations before work begins.

2. While Creating an Enquiry

You can also create new Clients, Contacts and Locations while recording an Enquiry.

If the Client, Contact or Location you're searching for doesn't already exist, simply create it during the Enquiry.

When you save the Enquiry, those new records are automatically created in the CRM and permanently linked together.

Many businesses build their CRM naturally this way as new enquiries are received.

Why Relationships Matter

Building relationships rather than duplicate records provides a much richer CRM.

For example:

A Facility Management company may manage hundreds of Locations.

Each Location may have multiple Contacts.

Those Contacts may also work across several other Locations managed by the same Client.

Instead of entering the same information repeatedly, JGID links everything together, allowing you to navigate between organisations, people and worksites with ease.

Why Managers Love the JGID CRM

A connected CRM means every relationship is only ever entered once.

As your business grows, the value of these relationships grows with it.

Managers can instantly see:

Every Location managed by a Client.
Every Client associated with a Location.
Every Contact responsible for a site.
Every document related to those records.

Instead of maintaining separate databases, JGID creates a connected network of information that becomes more valuable over time.

Best Practice

Create new records only when they don't already exist.
Use Add Existing whenever possible to link records together.
Build your CRM naturally as new enquiries are received.
Avoid duplicate Clients, Contacts and Locations.
Think of your CRM as a connected network rather than a collection of separate records.

Understanding the CRM
Understanding Clients
Understanding Contacts
Understanding Locations
Creating a Client
Creating a Contact
Creating a Location