Contact processes: Difference between revisions
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Contact processes let you specify a set of scripts and buttons for each type of contact. | |||
You can create new contact processes or edit existing ones in Account management / Contact processes: | |||
https://pic.planfix.ru/pf/ud/kX7tRc.png | |||
A process can include Scripts for contacts and Buttons: | |||
https://pic.planfix.ru/pf/BI/XTorW6.png | |||
A process can be selected in each contact template: | |||
https://pic.planfix.ru/pf/Px/bXlVD7.png | |||
The actions of the scripts and buttons added to a process will be applied to the contacts created using this template. | |||
== Go To == | == Go To == | ||
*[[Scripts]] | *[[Scripts]] | ||
Revision as of 07:57, 30 May 2020
Contact processes let you specify a set of scripts and buttons for each type of contact. You can create new contact processes or edit existing ones in Account management / Contact processes:
A process can include Scripts for contacts and Buttons:
A process can be selected in each contact template:
The actions of the scripts and buttons added to a process will be applied to the contacts created using this template.