Contact processes: Difference between revisions
From Planfix
No edit summary |
No edit summary |
||
| Line 23: | Line 23: | ||
== Go To == | == Go To == | ||
*[[Scripts]] | *[[Scripts for contacts]] | ||
*[[Buttons]] | *[[Buttons]] | ||
*[[Account Management]] | *[[Account Management]] | ||
*[[Feature Description]] | *[[Feature Description]] | ||
Revision as of 08:00, 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.