Contact groups: Difference between revisions
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Planfix Contacts can be grouped in any convenient way. Groups could be for clients, partners, one-time collaborators, etc. | 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: | Contact groups are found in the system directory '''Contact groups''', which is available for account administrators: | ||
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Using contact groups | |||
==Using contact groups== | |||
You can assign a group for contact when creating the contact: | 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. | 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: | Existing contacts can also be added to the group: | ||
Using Contact details: | |||
*Using '''Contact details''': | |||
https://s.pfx.so/pf/Iq/dSpHQq.png | |||
A bulk action: | *A bulk action: | ||
https://s.pfx.so/pf/DP/xHpdmM.png | |||
==Important== | ==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. | 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]]. | ||
Latest revision as of 07:37, 21 October 2020
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:
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.