Ready-made Solutions: Difference between revisions
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Revision as of 09:35, 25 April 2023
The solution is a set of prepared objects (Data Tags, Directories, Reports, etc.), which provides an individual business process in Planfix. Typically, the solution is provided with a description of the process and examples of using these objects.
Installing a ready-made solution saves time for manually creating the necessary objects. All objects included in the solution can be edited, deleted, etc., after installation - they are no different in properties from objects created manually.
Installing and Removing Solutions
Available Solutions
- Customer Service
- Project Management
- Income and Expenses Accounting
- CRM: Customer Request Management
- Time-Tracking: Working & Leisure Time
- Internal Projects and Tasks