Additional fields: Difference between revisions
From Planfix
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*Add [[Custom employee fields | new fields in employee profiles]]; | *Add [[Custom employee fields | new fields in employee profiles]]; | ||
*Add [[Custom contact fields | new fields in contact profiles]]; | *Add [[Custom contact fields | new fields in contact profiles]]; | ||
*Add new directories | *Add new [[directories]]; | ||
*Add new data tags | *Add new [[Data Tags | data tags]]; | ||
*Create custom reports on actions and data tags | *Create custom [[reports]] on actions and data tags | ||
==Next | == Next == | ||
*Templates for automatic tasks for new employees | *[[Templates for automatic tasks for new employees]] | ||
Latest revision as of 00:43, 22 January 2021
We understand that we can't always know everything our clients will need. That's why we give them the ability to add new fields themselves.
Currently, you can do the following in Planfix:
- Add new fields in tasks;
- Add new fields in employee profiles;
- Add new fields in contact profiles;
- Add new directories;
- Add new data tags;
- Create custom reports on actions and data tags