Counterparty

Counterparty is a Task field that normally contains a link to a Contact (either an individual or a company) for whom they work in a given task is being done. This is a convenient way to link a task and a contact, so we highly recommend Counterparty fields. They're particularly useful when you work with clients, vendors, and/or contractors.

Linking tasks and contacts make it possible to do display tasks in contact card checklists. The counterparty field is also convenient when you want to display a certain contact's tasks in filters, the Planner, reports, and other Planfix sections. Scripts allow you to address a counterparty when carrying out various operations on tasks.

Displaying a counterparty in the list

The list of possible task counterparties contains contacts with the Show in the list for choosing task counterparty attribute active:

All companies added to Planfix using the Company template contain this attribute by default. If you work with individuals, not companies, this attribute should be added to the contact template you use. All contacts created using the template will then automatically be displayed in the list of possible counterparties when creating a task.

Quickly create a counterparty

• You can quickly create a new counterparty within a task. This is convenient when creating new tasks on the fly for requests or orders. In a task's template, you can specify which template to use to create counterparties added to the task. Learn more in our help section.

Important

• A contact cannot be assigned as a counterparty if you don’t have access to that contact when creating a task via the full form. Exceptions to this rule include the following scenarios:
  • The task is created within a project where the counterparty is already set as that contact, and the counterparty field remains unchanged.
  • You are editing an existing task whose counterparty is already set as that contact. The counterparty field remains unchanged.
• If the sender’s contact doesn’t have a company assigned, they will automatically be set as the task counterparty.
• When a counterparty changes in a project, all tasks with the same previous counterparty will be updated to reflect the new counterparty.
• When changing a counterparty in a parent task, all subtasks with the same previous counterparty will also be updated to reflect the new counterparty.

Go To

• Table with permissions for access to tasks, by role
• Tasks
• Feature Description