Adding new fields to contact cards: Difference between revisions
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Additional user fields can be added to contact cards when editing a [[contact templates |contact template]] by clicking the "plus" icon. | Additional user fields can be added to contact cards when editing a [[contact templates |contact template]] by clicking the "plus" icon. | ||
*In the form that opens, select the field type, enter a name, and configure additional parameters depending on the field type: | *In the form that opens, select the field type, enter a name, and configure additional parameters depending on the field type: | ||
*Set access to this field for employees or customers: | *Set access to this field for employees or customers. | ||
*If needed, you can move it to the desired panel from the field itself. | |||
Or by dragging and dropping: | |||
After you save the created field, it will appear at the bottom of the template in the '''Settings and guest access to Planfix''' tab. You can move it to the desired panel from the field itself: | After you save the created field, it will appear at the bottom of the template in the '''Settings and guest access to Planfix''' tab. You can move it to the desired panel from the field itself: | ||
Or by dragging and dropping: | Or by dragging and dropping: | ||
==Important== | ==Important== | ||
If the field were created at an earlier point, it would be in the list of fields found on the form's left-hand side. You don't need to create the field again: you can create a field once and use it multiple times in any contact template where it's relevant. | If the field were created at an earlier point, it would be in the list of fields found on the form's left-hand side. You don't need to create the field again: you can create a field once and use it multiple times in any contact template where it's relevant. | ||
Revision as of 12:31, 11 November 2025
Additional user fields can be added to contact cards when editing a contact template by clicking the "plus" icon.
- In the form that opens, select the field type, enter a name, and configure additional parameters depending on the field type:
- Set access to this field for employees or customers.
- If needed, you can move it to the desired panel from the field itself.
Or by dragging and dropping:
After you save the created field, it will appear at the bottom of the template in the Settings and guest access to Planfix tab. You can move it to the desired panel from the field itself:
Or by dragging and dropping:
Important
If the field were created at an earlier point, it would be in the list of fields found on the form's left-hand side. You don't need to create the field again: you can create a field once and use it multiple times in any contact template where it's relevant.