Contact processes: Difference between revisions
From Planfix
No edit summary |
No edit summary |
||
| Line 7: | Line 7: | ||
''This is a help article about '''Contact processes'''. You can also refer to a separate article on [[Task processes]].'' | ''This is a help article about '''Contact processes'''. You can also refer to a separate article on [[Task processes]].'' | ||
Contact processes let you [[Scripts for contacts | specify a set of scripts]] and [[buttons]] for each contact type, which are applied specifically to these contacts. | Contact processes let you [[Scripts for contacts | specify a set of scripts]] and [[buttons]] for each [[Contacts|contact]] type, which are applied specifically to these contacts. | ||
You can create new contact processes or edit existing ones in '''Account management / Contact processes''': | You can create new contact processes or edit existing ones in '''Account management / Contact processes''': | ||
Latest revision as of 09:09, 11 December 2024
This is a help article about Contact processes. You can also refer to a separate article on Task processes.
Contact processes let you specify a set of scripts and buttons for each contact type, which are applied specifically to these contacts.
You can create new contact processes or edit existing ones in Account management / Contact processes:
A process can include Scripts for contacts and Buttons:
A process can be selected in each contact template:
The actions of the scripts and buttons added to a process will be applied to the contacts created using this template.