System fields: Difference between revisions

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(Created page with "{{#seo: |title=System Fields |titlemode=append |keywords=planfix, system fields, task system fields, contact system fields, project system fields, system field |description=System Fields }} '''System Fields''' are fields in tasks, contacts, and projects that cannot be changed in any way. They are used to making sure Planfix runs reliably. System fields cannot be edited, new ones cannot be added, nor can they be added to the set of fiel...")
 
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== Access to contact system fields  ==
== Access to contact system fields  ==
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== Access to project system fields  ==
== Access to project system fields  ==
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== Important ==
== Important ==

Revision as of 14:58, 16 February 2024

System Fields are fields in tasks, contacts, and projects that cannot be changed in any way. They are used to making sure Planfix runs reliably. System fields cannot be edited, new ones cannot be added, nor can they be added to the set of fields.

How to give employees or contacts access to system fields:

Access to task system fields

To set up access to the system fields of tasks, go to Account managementCustom fieldsTask fieldsSystem fields:

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Set the necessary access levels for employees or contacts:

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Access to contact system fields

To set up access to the system fields of contacts, go to Account managementCustom fieldsContact fieldsSystem fields:

kWRZeL.jpg


Set the necessary access levels for employees or contacts:

EtSsSx.jpg

Access to project system fields

To set up access to the system fields of projects, go to Account managementCustom fieldsProject fieldsSystem fields:

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Set the necessary access levels for employees or contacts:

sDi2Z2.jpg

Important

An employee with the permissions to edit a system field will be able to change data in it in any task.


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