Company fields in contact cards: Difference between revisions

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When a field value in a company card is changed, it automatically updates in the contact card, and vice versa:
When a field value in a company card is changed, it automatically updates in the contact card, and vice versa:
   
   
https://s.pfx.so/pf/xc/3sBGCg.gif





Revision as of 05:52, 27 February 2021

System and custom company fields can be displayed in contact cards. Here is a list of Planfix objects where company fields and contacts interact: in contact card templates:


3f5Ul0.png


Please note: system and custom company fields can be added to contact templates.

in contact details:


QP9Wfj.png


when filtering or sorting contacts:


xz6S5d.png


in contact scripts:


IDGqeW.png


in contact cards in planners:


1z3ojJ.png


Important

When a field value in a company card is changed, it automatically updates in the contact card, and vice versa:


3sBGCg.gif


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