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:
Administrators can create new contact groups or edit existing ones:
Using contact groups
You can assign a group for contact when creating the contact:
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:
- A bulk action:
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.