Create a new contact by call: Difference between revisions
From Planfix
(Created page with "{{#seo: |title=Create a new contact by call |titlemode=append |keywords=Planfix,Create, call, contact, new contact, contact by call |description=Create a new contact by call }} Planfix can create a new contact for a client who calls for the first time if the integration with telephony is active. When a new client calls who is not on your contact list, Planfix will automatically create a new contact card for him and save the phone number from which the call came. You c...") |
No edit summary |
||
| Line 2: | Line 2: | ||
|title=Create a new contact by call | |title=Create a new contact by call | ||
|titlemode=append | |titlemode=append | ||
|keywords=Planfix,Create, call, contact, new contact, contact by call | |keywords=Planfix, Create, call, contact, new contact, contact by call | ||
|description=Create a new contact by call | |description=Create a new contact by call | ||
}} | }} | ||
Revision as of 06:45, 6 July 2023
Planfix can create a new contact for a client who calls for the first time if the integration with telephony is active.
When a new client calls who is not on your contact list, Planfix will automatically create a new contact card for him and save the phone number from which the call came.
You can select the template for creating the contact in the integration settings:
<screenshot>