Contact groups

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Planfix Contacts can be grouped in any convenient way. Groups could be for clients, partners, one-time collaborators, etc. Contact groups are found in the system directory Contact groups, which is available for account administrators:


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Administrators can create new contact groups or edit existing ones:


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Using contact groups

You can assign a group for contact when creating the contact:


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You can also create a new Contact group at this point if the one you need isn't available. Existing contacts can also be added to the group:


  • Using Contact details:


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  • A bulk action:


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Important

You can't assign Planfix tasks to contact groups or add groups as participants. You have to add individual users one at a time. This is because of Planfix restrictions for external users.


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