Company fields in contact cards
From Planfix
System and custom company fields can be displayed in contact cards. Here is a list of Planfix objects where company fields and contacts interact:
- in contact card templates:
Please note: system and custom company fields can be added to contact templates.
- in contact details:
- when filtering or sorting contacts:
- in contact scripts:
- in contact cards in planners:
Important
When a field value in a company card is changed, it automatically updates in the contact card, and vice versa: