Scripts for contacts

From Planfix
Revision as of 05:54, 15 February 2019 by SliZzzZ (talk | contribs)
Jump to: navigation, search

Each contact has a process specified in their card where you can set the scripts you need to work with this contact:


DSSoEb.png


To create a contact script, we navigate as needed in Account management:


XmaDFT.png


Creating a new script

The initial list of process scripts, and you can add a new script. When you click the New Script button:


gPQCSP.png


a window for adding a new script will open:


1ljFN3.png


Script settings

Give the script a self-explanatory name:


o3sgGw.png


Choose the event that will activate the script for contacts:


d2VvsB.png