Contacts: Difference between revisions
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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). | 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). | ||
Revision as of 07:01, 22 October 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 cards
- 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
- Client's Dashboard
- Scripts for contacts
- Custom contact fields
- Notifications for contacts
- Protection against contact duplication
Important