Company fields in contact cards: Difference between revisions
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[[Main fields]] and [[Custom fields | custom company fields]] can be displayed in [[contact cards]]. | |||
Here is a list of Planfix objects where company fields and contacts interact: | Here is a list of Planfix objects where company fields and contacts interact: | ||
in contact card templates: | |||
*in contact card templates: | |||
https://s.pfx.so/pf/7c/3f5Ul0.png | |||
Please note: system and custom company fields can be added to contact templates. | Please note: system and custom company fields can be added to contact templates. | ||
in contact details: | *in contact details: | ||
https://s.pfx.so/pf/gW/QP9Wfj.png | |||
when filtering or sorting contacts: | *when filtering or sorting contacts: | ||
https://s.pfx.so/pf/UR/xz6S5d.png | |||
in contact scripts: | *in contact scripts: | ||
https://s.pfx.so/pf/R8/IDGqeW.png | |||
in contact cards in planners: | *in contact cards in planners: | ||
https://s.pfx.so/pf/X9/1z3ojJ.png | |||
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When a field value in a company card is changed, it automatically updates in the contact card, and vice versa: | When a field value in a company card is changed, it automatically updates in the contact card, and vice versa: | ||
https://s.pfx.so/pf/xc/3sBGCg.gif | |||
Latest revision as of 06:19, 27 February 2021
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:
