Company fields in contact cards

System and custom company fields can be displayed in contact cards. Here is a list of Planfix objects where company fields and contacts interact: in contact card templates:

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Please note: system and custom company fields can be added to contact templates.

in contact details:

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when filtering or sorting contacts:

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in contact scripts:

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in contact cards in planners:

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Important

When a field value in a company card is changed, it automatically updates in the contact card, and vice versa:

Go To

• Contact cards
• Contacts
• Feature Description