Converting the employee into a contact

In an employee's card, you can convert them into contact. This could be necessary when an employee quits with whom you would like to maintain a professional relationship. Once an employee has been converted into contact, they will either be in contact with Planfix access or ordinary contact without Planfix access.

Important

When an employee is converted into a contact, data related to employee-specific parameters that are not available for contacts will be lost, including employee supervisor, group membership, and data from additional (custom) employee fields. As a result, if an employee is converted to a contact and then back to an employee, this data will not be restored.

Go To

• User profile
• Employees and company structure
• Feature Description