Access to Contacts Planfix CRM and Project Management System
PLANFIX / FEATURES / CONTACTS / ACCESS TO CONTACTS

Access to Contacts

Setting access rights for contacts lets you grant or rescind access to specific contacts or their fields. Set up access to contacts to manage them with ease.

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bulk contact actions access at the pbx integration level
Bulk Contact Actions Planfix CRM and Project Management System

Bulk Contact Actions

Make changes to contact cards in bulk to save time and reduce monotonous work. Set up access, modify contact fields or settings, and easily segment your contact base using bulk actions.

Access at the PBX Integration Level Planfix CRM and Project Management System

Access at the PBX Integration Level

Employees taking calls using virtual PBX automatically get access to the contact cards of individuals who call them. This simplifies work for departments such as sales or support, who work directly with clients.

Manage contact visibility for employees in tasks, projects, reports, or other Planfix sections. Set up access for employees, granting view or edit access for contacts or groups of contacts.
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