Custom contact fields
From Planfix
There are two ways to create custom contact fields:
- In the Account management – Custom fields – Contact fields:
- When you create a field, you can immediately select the set in which it is to be created:
- If necessary, the new field can be moved to the required panel.
- After the field has been created, it is displayed in the contact templates as follows:
If needed, you can set special access rights for a custom field:
- When editing contact templates.