Contacts: Difference between revisions

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https://s.pfx.so/pf/JI/765wgT.png
https://s.pfx.so/pf/JI/765wgT.png


 
*[[Add a new contact or company]]
 
*[[Contact cards]]
*[[Contact cards]]
*[[Contact templates]]
*[[Contact templates]]
*[[Default contact template]]
*[[Access to contacts]]
*[[Access to contacts]]
*[[Contact filters]]
*[[Contact filters]]
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*[[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]]
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*[[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]]
*[[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