Default contact template: Difference between revisions
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(Created page with "{{#seo: |title=Default contact template |titlemode=append |keywords=planfix, contacts, templates, access, default contact template for employee, creating a contact by an employee, default company template for an employee, creating a company by an employee |description=How to set which template an employee will use to add contacts and companies }} In the employee card settings, there is an option to select a template whic...") |
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The setting applies to creating contacts with methods that do not override the template, for example, creating a contact with the '''Plus''' icon in the main menu. Suppose a task is created in the [[Contact filters| contact filter]] or in the [[Planner|Planner list]] that contains a selection condition by a specific contact template. In that case, the template specified in the condition is used, and the default contact template is ignored. | This setting has the following application limitations: | ||
*The setting applies to creating contacts with methods that do not override the template, for example, creating a contact with the '''Plus''' icon in the main menu. Suppose a task is created in the [[Contact filters| contact filter]] or in the [[Planner|Planner list]] that contains a selection condition by a specific contact template. In that case, the template specified in the condition is used, and the default contact template is ignored. | |||
* | *This template is inserted in the window for creating a contact. But the user creating the contact or company can change it to another [[Access to contacts| template available to him]] by selecting it from the list. | ||
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*[[Contact templates]] | *[[Contact templates]] | ||
*[[Contacts]] | *[[Contacts]] | ||
*[[Feature Description]] | |||
Latest revision as of 09:07, 12 December 2023
In the employee card settings, there is an option to select a template which he will use to create contacts.
Setting the default contact/company template for an employee:
This setting has the following application limitations:
- The setting applies to creating contacts with methods that do not override the template, for example, creating a contact with the Plus icon in the main menu. Suppose a task is created in the contact filter or in the Planner list that contains a selection condition by a specific contact template. In that case, the template specified in the condition is used, and the default contact template is ignored.
- This template is inserted in the window for creating a contact. But the user creating the contact or company can change it to another template available to him by selecting it from the list.