Contact groups: Difference between revisions
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Contact groups are found in the system directory Contact groups, which is available for account administrators: | Contact groups are found in the system directory Contact groups, which is available for account administrators: | ||
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Administrators can create new contact groups or edit existing ones: | Administrators can create new contact groups or edit existing ones: | ||
https://s.pfx.so/pf/Zp/CXeY9j.png | |||
Using contact groups | Using contact groups | ||
You can assign a group for | You can assign a group for contact when creating the contact: | ||
https://s.pfx.so/pf/Ti/TV72Mv.png | |||
You can also create a new Contact group at this point | You can also create a new Contact group at this point if the one you need isn't available. | ||
Existing contacts can also be added to the group: | Existing contacts can also be added to the group: | ||
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==Important== | ==Important== | ||
You can't assign Planfix tasks to contact groups or add groups as participants. You have to add individual users one at a time. This is because of Planfix restrictions for external users | You can't assign Planfix tasks to contact groups or add groups as participants. You have to add individual users one at a time. This is because of Planfix restrictions for external users. | ||
Revision as of 01:04, 21 October 2020
Planfix Contacts can be grouped in any convenient way. Groups could be for clients, partners, one-time collaborators, etc. Contact groups are found in the system directory Contact groups, which is available for account administrators:
Administrators can create new contact groups or edit existing ones:
Using contact groups
You can assign a group for contact when creating the contact:
You can also create a new Contact group at this point if the one you need isn't available.
Existing contacts can also be added to the group:
Using Contact details:
<screenshot>
A bulk action:
<screenshot>
Important
You can't assign Planfix tasks to contact groups or add groups as participants. You have to add individual users one at a time. This is because of Planfix restrictions for external users.