Contacts: Difference between revisions
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*[[Merging contacts]] | *[[Merging contacts]] | ||
*[[Connecting Contacts and Tasks]] | *[[Connecting Contacts and Tasks]] | ||
*[[Organizing Planfix access for clients]] | *[[External users | Organizing Planfix access for clients]] | ||
*[[Planfix restrictions for external users]] | *[[Planfix restrictions for external users]] | ||
*[[Working with clients by email]] | *[[Working with clients by email]] | ||
Revision as of 19:32, 29 August 2020
A Contact is any company or individual with whom you work in Planfix. For convenience, contacts are immediately separated into Companies (usually legal entities) and Contacts (usually individuals).
Contacts are handled in the Contacts section in the main menu.
- Contact profiles
- Contact templates
- Access to contacts
- Contact filters
- Contact groups
- Bulk contact actions
- Merging contacts
- Connecting Contacts and Tasks
- Organizing Planfix access for clients
- Planfix restrictions for external users
- Working with clients by email
- External users
- Importing contacts
- Exporting contacts
- Dashboard
- Scripts for contacts
- Custom contact fields
- Notifications for contacts
Important