Contact processes: Difference between revisions
From Planfix
(Created page with "== Go To == *Scripts *Buttons *Account Management *Feature Description") |
No edit summary |
||
| (6 intermediate revisions by the same user not shown) | |||
| Line 1: | Line 1: | ||
Contact processes let you [[Scripts for contacts | specify a set of scripts]] and [[buttons]] for each type of [[Contacts | contact]]. | |||
You can create new contact processes or edit existing ones in '''Account management / Contact processes''': | |||
https://pic.planfix.ru/pf/ud/kX7tRc.png | |||
A process can include [[Scripts for contacts]] and [[Buttons]]: | |||
https://pic.planfix.ru/pf/BI/XTorW6.png | |||
A process can be selected in each [[Contact templates | contact template]]: | |||
https://pic.planfix.ru/pf/Px/bXlVD7.png | |||
The actions of the scripts and buttons added to a process will be applied to the contacts created using this template. | |||
== Go To == | == Go To == | ||
*[[Scripts]] | *[[Scripts for contacts]] | ||
*[[Buttons]] | *[[Buttons]] | ||
*[[Account Management]] | *[[Account Management]] | ||
*[[Feature Description]] | *[[Feature Description]] | ||
Latest revision as of 08:02, 30 May 2020
Contact processes let you specify a set of scripts and buttons for each type of contact. You can create new contact processes or edit existing ones in Account management / Contact processes:
A process can include Scripts for contacts and Buttons:
A process can be selected in each contact template:
The actions of the scripts and buttons added to a process will be applied to the contacts created using this template.