Contacts: Difference between revisions
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A Contact is any company or individual with whom you work in Planfix. For convenience, contacts are immediately separated into Companies (usually legal entities) and Contacts (usually individuals). | |||
Contacts are handled in the Contacts section in the main menu. | |||
*[[Contact profiles]] | |||
*[[Contact templates]] | *[[Contact templates]] | ||
*[[Access to contacts]] | |||
*[[Contact filters]] | |||
*[[Contact groups]] | |||
*[[Bulk contact actions]] | |||
*[[Merging contacts]] | |||
*[[Connecting Contacts and Tasks]] | |||
*[[Organizing Planfix access for clients]] | |||
*[[Planfix restrictions for external users]] | *[[Planfix restrictions for external users]] | ||
*[[Working with clients by email]] | |||
*[[Importing contacts]] | |||
*[[Exporting contacts]] | |||
*[[Dashboard]] | |||
*[[Scripts for contacts]] | |||
*[[Notifications for contacts]] | |||
===Important=== | |||
*[[Communicating with clients from Planfix]] | |||
==Go To== | ==Go To== | ||
*[[Feature Description]] | *[[Feature Description]] | ||
Revision as of 06:26, 21 January 2020
A Contact is any company or individual with whom you work in Planfix. For convenience, contacts are immediately separated into Companies (usually legal entities) and Contacts (usually individuals).
Contacts are handled in the Contacts section in the main menu.
- Contact profiles
- Contact templates
- Access to contacts
- Contact filters
- Contact groups
- Bulk contact actions
- Merging contacts
- Connecting Contacts and Tasks
- Organizing Planfix access for clients
- Planfix restrictions for external users
- Working with clients by email
- Importing contacts
- Exporting contacts
- Dashboard
- Scripts for contacts
- Notifications for contacts
Important