Contacts panel: Difference between revisions

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(Created page with "This tab shows all contacts/users linked to the current task: https://pic.planfix.ru/pf/58/RZ7yLs.png From this tab, you can go directly to contact or employee cards. Y...")
 
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From this tab, you can go directly to contact or employee cards. You can also call contacts if you have integration with virtual PBX enabled.
From this tab, you can go directly to [[Contacts | contact]] or [[Employees | employee]] cards. You can also call contacts if you have integration with virtual PBX enabled.
   
   


==Additional information==
==Additional information==
If a task has several Counterparty fields, then the Contacts tab will display contacts from the companies indicated in these fields:
*If a task has several [[Counterparty (custom field) | Counterparty fields]], then the Contacts tab will display contacts from the companies indicated in these fields:


https://pic.planfix.ru/pf/H1/gnp6zX.png
https://pic.planfix.ru/pf/H1/gnp6zX.png

Latest revision as of 08:17, 18 November 2020

This tab shows all contacts/users linked to the current task:


RZ7yLs.png


From this tab, you can go directly to contact or employee cards. You can also call contacts if you have integration with virtual PBX enabled.


Additional information

  • If a task has several Counterparty fields, then the Contacts tab will display contacts from the companies indicated in these fields:

gnp6zX.png


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