Converting the employee into a contact

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In an employee's card, you can convert them into contact. This could be necessary when an employee quits with whom you would like to maintain a professional relationship. Once an employee has been converted into contact, they will either be in contact with Planfix access or ordinary contact without Planfix access.


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Important

  • When an employee is converted into a contact, data related to employee-specific parameters that are not available for contacts will be lost, including employee supervisor, group membership, and data from additional (custom) employee fields.
  • As a result, if an employee is converted to a contact and then back to an employee, this data will not be restored.


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