Contacts: Difference between revisions
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A Contact is any company or individual with whom you work in Planfix. For convenience, contacts are immediately separated into Companies (usually legal entities) and Contacts (usually individuals). | A Contact is any company or individual with whom you work in Planfix. For convenience, contacts are immediately separated into '''Companies''' (usually legal entities) and '''Contacts''' (usually individuals). | ||
Contacts are handled in the Contacts section in the main menu | Contacts are handled in the '''Contacts''' section in the main menu: | ||
*[[Contact | |||
https://s.pfx.so/pf/JI/765wgT.png | |||
*[[Add a new contact or company]] | |||
*[[Contact cards]] | |||
*[[Contact templates]] | *[[Contact templates]] | ||
*[[Default contact template]] | |||
*[[Access to contacts]] | *[[Access to contacts]] | ||
*[[Contact filters]] | *[[Contact filters]] | ||
| Line 13: | Line 18: | ||
*[[Merging contacts]] | *[[Merging contacts]] | ||
*[[Connecting Contacts and Tasks]] | *[[Connecting Contacts and Tasks]] | ||
*[[Connecting contacts to a task]] | |||
*[[External users | Organizing Planfix access for clients]] | *[[External users | Organizing Planfix access for clients]] | ||
*[[Planfix restrictions for external users]] | *[[Planfix restrictions for external users]] | ||
*[[Working with clients by email]] | *[[Working with clients by email]] | ||
*[[External users]] | *[[External users]] | ||
*[[Company fields in the contact card]] | |||
*[[Importing contacts]] | *[[Importing contacts]] | ||
*[[Exporting contacts]] | *[[Exporting contacts]] | ||
*[[Dashboard]] | *[[Client's Dashboard]] | ||
*[[Scripts for contacts]] | *[[Scripts for contacts]] | ||
*[[Custom contact fields]] | *[[Custom contact fields]] | ||
*[[How do I add a new field to a contact card]] | |||
*[[How to display the necessary field on the main panel of the contact card?]] | |||
*[[Notifications for contacts]] | *[[Notifications for contacts]] | ||
*[[Protection against contact duplication]] | |||
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===Important=== | ===Important=== | ||
*[[Communicating with clients from Planfix]] | *[[Communicating with clients from Planfix]] | ||
*[[Recently viewed objects|Quick access to recently viewed contacts]] | |||
==Go To== | ==Go To== | ||
*[[Feature Description]] | *[[Feature Description]] | ||
Latest revision as of 14:43, 15 January 2024
A Contact is any company or individual with whom you work in Planfix. For convenience, contacts are immediately separated into Companies (usually legal entities) and Contacts (usually individuals).
Contacts are handled in the Contacts section in the main menu:
- Add a new contact or company
- Contact cards
- Contact templates
- Default contact template
- Access to contacts
- Contact filters
- Contact groups
- Bulk contact actions
- Merging contacts
- Connecting Contacts and Tasks
- Connecting contacts to a task
- Organizing Planfix access for clients
- Planfix restrictions for external users
- Working with clients by email
- External users
- Company fields in the contact card
- Importing contacts
- Exporting contacts
- Client's Dashboard
- Scripts for contacts
- Custom contact fields
- How do I add a new field to a contact card
- How to display the necessary field on the main panel of the contact card?
- Notifications for contacts
- Protection against contact duplication