Company fields in the contact card

System and user company fields can be displayed in the contact card.

List of Planfix objects in which the company fields interact with the contact:

• in the contact card template:

Please note: you can add system and user company fields to the contact template.

• in the contact details:

• when filtering and sorting contacts:

• in contact scripts:

• in the contact card in the planner:

Important

If the value of the field in the company card changes, the changes are automatically transferred to the contact card and vice versa:

Useful links

You can learn more about company fields in the contact card in the Planfix blog.

Go To

• Contacts
• Feature Description