Contacts panel: Difference between revisions
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This tab shows all contacts/users linked to the current task: | This tab shows all contacts/users linked to the current task: | ||
https://s.pfx.so/pf/hm/E6jMZy.jpg | |||
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. | |||
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== | ==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://s.pfx.so/pf/jp/byjHmY.jpg | |||
Latest revision as of 14:05, 18 July 2025
This tab shows all contacts/users linked to the current task:
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:
