Contact: Difference between revisions
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{{#seo: | |||
|title=Contact | |||
|titlemode=append | |||
|keywords=Planfix, custom fields, contacts | |||
|description=Contact type field | |||
}} | |||
Fields of this type are used for storing contact information. | |||
You can create a '''Contact''' field as a [[Custom fields|custom field]], a [[Directories|directory field]], or a [[Data Tags|data tag]] field. | |||
Example of a '''Contact''' field type: | |||
https://s.pfx.so/pf/Hw/WAipha.jpg | |||
==Parameters for this type of field in directories:== | |||
*'''Mandatory field''' — prevents saving the directory entry until this field has a value. | |||
*'''Show in entry list''' — allows selecting additional directory field for display. | |||
==Parameters for this type of field in data tags:== | |||
*'''Wrap the heading''' — allows long headers to be wrapped onto a new line. | |||
A contact will be displayed in this field if the box [[Working with clients by email|Display in task participant selection list]] is checked in their profile. | |||
==Useful== | |||
*You can use [[Filters on some types of custom fields|filters in custom fields]] to display only those contacts in the selection list that meet specific conditions. | |||
== Go To == | == Go To == | ||
* [[How to create a directory?]] | *[[How to create a directory?]] | ||
* [[Directories]] | *[[Directories]] | ||
* [[Types of custom fields]] | *[[Types of custom fields]] | ||
Latest revision as of 14:03, 13 September 2024
Fields of this type are used for storing contact information. You can create a Contact field as a custom field, a directory field, or a data tag field.
Example of a Contact field type:
Parameters for this type of field in directories:
- Mandatory field — prevents saving the directory entry until this field has a value.
- Show in entry list — allows selecting additional directory field for display.
Parameters for this type of field in data tags:
- Wrap the heading — allows long headers to be wrapped onto a new line.
A contact will be displayed in this field if the box Display in task participant selection list is checked in their profile.
Useful
- You can use filters in custom fields to display only those contacts in the selection list that meet specific conditions.