Adding new fields to contact cards: Difference between revisions

Latest revision as of 15:06, 11 November 2025

Additional user fields can be added to contact cards when editing a contact template by clicking the "plus" icon.

In the form that opens, select the field type, enter a name, and configure additional parameters depending on the field type:
Set access to this field for employees or customers.
If needed, you can move it to the desired panel from the field itself.

If the field were created at an earlier point, it will appear in the list of fields.
You don't need to create the field again: you can create a field once and use it multiple times in any contact template where it's relevant.

@@ Line 9: / Line 9: @@
 *Set access to this field for employees or customers.
 *If needed, you can move it to the desired panel from the field itself.
-Or by dragging and dropping:
-After you save the created field, it will appear at the bottom of the template in the '''Settings and guest access to Planfix''' tab. You can move it to the desired panel from the field itself:
-Or by dragging and dropping:
 ==Important==
-If the field were created at an earlier point, it would be in the list of fields found on the form's left-hand side. You don't need to create the field again: you can create a field once and use it multiple times in any contact template where it's relevant.
+*If the field were created at an earlier point, it will appear in the list of fields.
+*You don't need to create the field again: you can create a field once and use it multiple times in any contact template where it's relevant.
+==Additionally==
+*[[Contact templates]]
+*[[How to display the necessary field on the main panel of the contact card?]]
+*[[Types of custom fields]]
+*[[Sets of custom fields]]
 == Go To ==
 *[[Contacts]]
 *[[Feature Description]]