Contact processes: Difference between revisions
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{{#seo: | |||
|title=Contact processes | |||
|titlemode=append | |||
|keywords=planfix, processes, scripts, contacts, buttons | |||
|description=Contact processes | |||
}} | |||
''This is a help article about '''Contact processes'''. You can also refer to a separate article on [[Task processes]].'' | |||
Contact processes let you [[Scripts for contacts | specify a set of scripts]] and [[buttons]] for each [[Contacts|contact]] type, which are applied specifically to these contacts. | |||
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 09:09, 11 December 2024
This is a help article about Contact processes. You can also refer to a separate article on Task processes.
Contact processes let you specify a set of scripts and buttons for each contact type, which are applied specifically to these contacts.
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.