Contact templates: Difference between revisions
From Planfix
No edit summary |
No edit summary |
||
| Line 6: | Line 6: | ||
[[To add new Company or Contact fields]], you must add them to the corresponding template. Fields added to a template will automatically appear in all Companies and Contacts created with the template. | [[Custom contact fields | To add new Company or Contact fields]], you must add them to the corresponding template. Fields added to a template will automatically appear in all Companies and Contacts created with the template. | ||
Revision as of 08:04, 30 May 2020
Companies and Contacts are created using templates.
To add new Company or Contact fields, you must add them to the corresponding template. Fields added to a template will automatically appear in all Companies and Contacts created with the template.