Contact processes: Difference between revisions
From Planfix
No edit summary |
No edit summary |
||
| Line 6: | Line 6: | ||
}} | }} | ||
''This is a help article about '''Contact processes'''. You can also refer to a separate article on [[Task processes]].'' | ''This is a help article about '''Contact processes'''. You can also refer to a separate article on [[Task processes]].'' | ||
Contact processes let you [[Scripts for contacts | specify a set of scripts]] and [[buttons]] for each type of [[Contacts | contact]]. | Contact processes let you [[Scripts for contacts | specify a set of scripts]] and [[buttons]] for each type of [[Contacts | contact]]. | ||
You can create new contact processes or edit existing ones in '''Account management / Contact processes''': | You can create new contact processes or edit existing ones in '''Account management / Contact processes''': | ||
Revision as of 09:05, 11 December 2024
This is a help article about Contact processes. You can also refer to a separate article on Task processes.
Contact processes let you specify a set of scripts and buttons for each type of contact.
You can create new contact processes or edit existing ones in Account management / Contact processes:
A process can include Scripts for contacts and Buttons:
A process can be selected in each contact template:
The actions of the scripts and buttons added to a process will be applied to the contacts created using this template.