Buttons

Planfix lets you add additional buttons to tasks and contacts for completing sets of operations.

Setting up buttons

Buttons are set up in the Account management section. In each task and contact process, there is a Button subsection:

If you go to the subsection, you'll see a list of buttons added and a New button button:

Adding buttons

To add a button, you must specify:

1. Which processes the button can be displayed in.

2. The set of conditions under which it will be displayed.

3. Who can click the button. Even if the conditions are met, the button will only be visible to the users specified in this field.

4. Button appearance settings

5. The set of actions that will be performed when the button is clicked.