Company fields in contact cards

Main fields and custom company fields can be displayed in contact cards. Here is a list of Planfix objects where company fields and contacts interact:

• in contact card templates:

Please note: system and custom company fields can be added to contact templates.

• in contact details:

• when filtering or sorting contacts:

• in contact scripts:

• in contact cards in planners:

Important

When a field value in a company card is changed, it automatically updates in the contact card, and vice versa:

Go To

• Contact cards
• Contacts
• Feature Description