How To Automatically Save Sent Emails in Task Comments
The easiest way to show your customers or counterparties that you care is to send them a message notifying them of important updates. This can be as simple as: Meanwhile,…
Continue readingUse Cases
Tips on how to use Planfix system in the most efficient way. Implementation examples and detailed explanations. Content from Planfix team on the Planfix Blog.
Enterprise Resource Management: Pre-booking Meeting Rooms
What is Resource Management, and Why is It Important? Resource management involves effectively planning, organizing, and allocating a company’s resources, such as finances, personnel, materials, and time. It is undoubtedly…
Continue readingEmail and Telegram Notification Templates for Employees and Contacts with Extended Access to Planfix
We are actively working on Planfix. There are occasions when it is more convenient to receive various notifications via email or, even better, immediately on Telegram, for example, about the…
Continue readingScheduled Reports: Efficiently Manage Task Completion
Today, we’re pleased to introduce a long-awaited update: the automatic creation of custom reports on a schedule, which can be emailed to the desired recipients. If you’re wondering what this means, grab…
Continue readingHow to Send Emails from Planfix
In our technologically driven world, efficient communication is a must. Planfix, a tool designed to facilitate communication and enhance productivity, has a range of features, one of which is email…
Continue readingInteractive Business Meeting Scheduling
How much time do you spend planning your meetings? 2 minutes? 10 minutes? And what if you have 10-15 meetings to plan? How much time would you spend on that? Often, this…
Continue readingDynamic customer segmentation in Planfix
“Yes, of course. We do that!” This was our answer to a user’s request. And that request was as follows: “Please make a note or video tutorial about dynamic customer…
Continue readingOrganize a Knowledge Base in Planfix
This article will guide you in setting up a knowledge base with Planfix. We’ll focus on the use of reference directories. Planfix directories are similar to other systems but have additional…
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