Contact: Difference between revisions

From Planfix
Jump to: navigation, search
No edit summary
 
(2 intermediate revisions by the same user not shown)
Line 10: Line 10:
Example of a '''Contact''' field type:
Example of a '''Contact''' field type:


https://pic.planfix.ru/pf/2q/IoBkJ5.png
https://s.pfx.so/pf/Hw/WAipha.jpg
==Parameters for this type of field in directories:==
==Parameters for this type of field in directories:==
*'''Mandatory field''' — prevents saving the directory entry until this field has a value.
*'''Mandatory field''' — prevents saving the directory entry until this field has a value.
Line 18: Line 18:


A contact will be displayed in this field if the box [[Working with clients by email|Display in task participant selection list]] is checked in their profile.
A contact will be displayed in this field if the box [[Working with clients by email|Display in task participant selection list]] is checked in their profile.
==Useful==
*You can use [[Filters on some types of custom fields|filters in custom fields]] to display only those contacts in the selection list that meet specific conditions.


== Go To ==
== Go To ==
* [[Types of custom fields]]
*[[How to create a directory?]]
*[[Feature Description]]
*[[Directories]]
*[[Types of custom fields]]

Latest revision as of 14:03, 13 September 2024

Fields of this type are used for storing contact information. You can create a Contact field as a custom field, a directory field, or a data tag field.

Example of a Contact field type:

WAipha.jpg

Parameters for this type of field in directories:

  • Mandatory field — prevents saving the directory entry until this field has a value.
  • Show in entry list — allows selecting additional directory field for display.

Parameters for this type of field in data tags:

  • Wrap the heading — allows long headers to be wrapped onto a new line.

A contact will be displayed in this field if the box Display in task participant selection list is checked in their profile.

Useful

  • You can use filters in custom fields to display only those contacts in the selection list that meet specific conditions.


Go To