Default contact template: Difference between revisions
From Planfix
(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...") |
No edit summary |
||
| (3 intermediate revisions by the same user not shown) | |||
| Line 9: | Line 9: | ||
Setting the default contact/company template for an employee: | Setting the default contact/company template for an employee: | ||
https://s.pfx.so/pf/ | https://s.pfx.so/pf/uI/8dXLf8.jpg | ||
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. | 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. If a contact is created within a [[Contact filters| contact filter]] or in the [[Planner|Planner list]] whose selection parameters are based on a specific contact template, the template specified in the parameters is used, and the default contact template is ignored. | |||
* | *This template will be predefined in the contact creation form. However, the user creating the contact or company can change it to any other [[Access to contacts| template available to him]] by selecting it from the list. | ||
| Line 19: | Line 19: | ||
*[[Contact templates]] | *[[Contact templates]] | ||
*[[Contacts]] | *[[Contacts]] | ||
*[[Feature Description]] | |||
Latest revision as of 13:34, 8 November 2024
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. If a contact is created within a contact filter or in the Planner list whose selection parameters are based on a specific contact template, the template specified in the parameters is used, and the default contact template is ignored.
- This template will be predefined in the contact creation form. However, the user creating the contact or company can change it to any other template available to him by selecting it from the list.