Contacts
From Planfix
A Contact is any company or individual with whom you work in Planfix. For convenience, contacts are immediately separated into Companies (usually legal entities) and Contacts (usually individuals).
Contacts are handled in the Contacts section in the main menu:
- Add a new contact or company
- Contact cards
- Contact templates
- Default contact template
- Access to contacts
- Contact filters
- Contact groups
- Bulk contact actions
- Merging contacts
- Connecting Contacts and Tasks
- Connecting contacts to a task
- Organizing Planfix access for clients
- Planfix restrictions for external users
- Working with clients by email
- External users
- Company fields in the contact card
- Importing contacts
- Exporting contacts
- Dashboard
- Contact scripts
- Custom contact fields
- Adding new fields to contact cards
- How to display the necessary field on the main panel of the contact card?
- Notifications for contacts
- Protection against contact duplication
Useful
- Communicating with clients from Planfix
- Quick access to recently viewed contacts
- Employee activity logging
Training Materials
Contacts are covered in the following Planfix Academy courses: