Default contact template

In the employee card settings, there is an option to select a template which he will use to create contacts.

Setting the default contact/company template for an employee:

This setting has the following application limitations:

• The setting applies to creating contacts with methods that do not override the template, for example, creating a contact with the Plus icon in the main menu. If a contact is created within a contact filter or in the Planner list whose selection parameters are based on a specific contact template, the template specified in the parameters is used, and the default contact template is ignored.
• This template will be predefined in the contact creation form. However, the user creating the contact or company can change it to any other template available to him by selecting it from the list.

Go To

• Contact templates
• Contacts
• Feature Description