Contact processes: Difference between revisions
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Contact processes let you [[Scripts for contacts | specify a set of scripts]] and [[buttons]] for each | {{#seo: | ||
|title=Contact processes | |||
|titlemode=append | |||
|keywords=planfix, processes, scripts, contacts, buttons | |||
|description=Contact processes | |||
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''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''': | You can create new contact processes or edit existing ones in '''Account management / Contact processes''': | ||
https://pic.planfix.ru/pf/ud/kX7tRc.png | https://pic.planfix.ru/pf/ud/kX7tRc.png | ||
A process can include [[Scripts for contacts]] and [[Buttons]]: | A process can include [[Scripts for contacts]] and [[Buttons]]: | ||
https://pic.planfix.ru/pf/BI/XTorW6.png | https://pic.planfix.ru/pf/BI/XTorW6.png | ||
A process can be selected in each [[Contact templates | contact template]]: | A process can be selected in each [[Contact templates | contact template]]: | ||
https://pic.planfix.ru/pf/Px/bXlVD7.png | 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. | The actions of the scripts and buttons added to a process will be applied to the contacts created using this template. | ||
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.