Contact processes: Difference between revisions
From Planfix
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A process can include Scripts for contacts and Buttons: | A process can include [[Scripts for contacts]] and [[Buttons]]: | ||
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A process can be selected in each contact template: | A process can be selected in each [[Contact templates | contact template]]: | ||
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== 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.