Additional fields: Difference between revisions
From Planfix
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*Add [[Custom contact fields | new fields in contact profiles]]; | *Add [[Custom contact fields | new fields in contact profiles]]; | ||
*Add new [[directories]]; | *Add new [[directories]]; | ||
*Add new [[data tags]]; | *Add new [[Data Tags | data tags]]; | ||
*Create custom reports on actions and data tags | *Create custom reports on actions and data tags | ||
Revision as of 07:19, 23 May 2020
We understand that we can't always know everything our clients will need. That's why we give them the ability to add new fields themselves.
Currently, you can do the following in Planfix:
- Add new fields in tasks;
- Add new fields in employee profiles;
- Add new fields in contact profiles;
- Add new directories;
- Add new data tags;
- Create custom reports on actions and data tags
Next:
- Templates for automatic tasks for new employees