Contact groups

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:

<screenshot>

Administrators can create new contact groups or edit existing ones:

<screenshot>

Using contact groups You can assign a group for a contact when creating the contact:

<screenshot>

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

Go To

• Contacts
• Feature Description