Create a new contact by call: Difference between revisions
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Planfix can create a new contact for a client who calls for the first time if the integration with [[Virtual PBX| telephony]] is active. | |||
Planfix | When a new client calls who is not on your [[Contacts |contact]] list, Planfix will automatically create a new contact card for him and save the phone number from which the call came. | ||
You can select the [[Contact templates|template]] for creating the contact in the integration settings: | |||
https://s.pfx.so/pf/4m/kqaHEb.png | |||
Latest revision as of 07:18, 6 July 2023
Planfix can create a new contact for a client who calls for the first time if the integration with telephony is active.
When a new client calls who is not on your contact list, Planfix will automatically create a new contact card for him and save the phone number from which the call came.
You can select the template for creating the contact in the integration settings:
