Contacts panel: Difference between revisions

From Planfix
Jump to: navigation, search
No edit summary
No edit summary
 
Line 1: Line 1:
This tab shows all contacts/users linked to the current task:
This tab shows all contacts/users linked to the current task:
   
   
https://s.pfx.so/pf/hm/E6jMZy.jpg
   
   
https://pic.planfix.ru/pf/58/RZ7yLs.png
From this tab, you can go directly to [[Contacts | contact]] or [[Employees | employee]] cards. You can also call contacts if you have integration with virtual PBX enabled.
From this tab, you can go directly to [[Contacts | contact]] or [[Employees | employee]] cards. You can also call contacts if you have integration with virtual PBX enabled.
==Additional information==
==Additional information==
*If a task has several [[Counterparty (custom field) | Counterparty fields]], then the Contacts tab will display contacts from the companies indicated in these fields:
*If a task has several [[Counterparty (custom field) | Counterparty fields]], then the Contacts tab will display contacts from the companies indicated in these fields:


https://pic.planfix.ru/pf/H1/gnp6zX.png
https://s.pfx.so/pf/jp/byjHmY.jpg
 





Latest revision as of 14:05, 18 July 2025

This tab shows all contacts/users linked to the current task:

E6jMZy.jpg

From this tab, you can go directly to contact or employee cards. You can also call contacts if you have integration with virtual PBX enabled.

Additional information

  • If a task has several Counterparty fields, then the Contacts tab will display contacts from the companies indicated in these fields:

byjHmY.jpg


Go To