Converting the employee into a contact: Difference between revisions
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In an employee's card, you can convert them into contact. This could be necessary when an employee quits with whom you would like to maintain a professional relationship. Once an employee has been converted into contact, they will either be contact with Planfix access or an ordinary contact without Planfix access. | |||
<screenshot> | |||
===Important=== | |||
When an employee is converted into a contact, data related to employee-specific parameters that are not available for contacts will be lost, including employee supervisor, group membership, and data from additional (custom) employee fields. | |||
As a result, if an employee is converted to a contact and then back to an employee, this data will not be restored. | |||
==Go To== | ==Go To== | ||
*[[User profile]] | *[[User profile]] | ||
*[[Employees and company structure]] | *[[Employees and company structure]] | ||
*[[Feature Description]] | *[[Feature Description]] | ||
Revision as of 03:55, 18 November 2020
In an employee's card, you can convert them into contact. This could be necessary when an employee quits with whom you would like to maintain a professional relationship. Once an employee has been converted into contact, they will either be contact with Planfix access or an ordinary contact without Planfix access.
<screenshot>
Important
When an employee is converted into a contact, data related to employee-specific parameters that are not available for contacts will be lost, including employee supervisor, group membership, and data from additional (custom) employee fields. As a result, if an employee is converted to a contact and then back to an employee, this data will not be restored.