Company fields in contact cards

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Main fields and custom company fields can be displayed in contact cards. Here is a list of Planfix objects where company fields and contacts interact:

  • in contact card templates:


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Please note: system and custom company fields can be added to contact templates.

  • in contact details:


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  • when filtering or sorting contacts:


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  • in contact scripts:


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  • in contact cards in planners:


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Important

When a field value in a company card is changed, it automatically updates in the contact card, and vice versa:


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