How to Limit Customer Requests per Day in Planfix
1.5-minute video + steps: limit customer requests per day in Planfix, auto-reject extra requests, notify the customer and return them to the queue later.
Planfix Reports Modernization: New Interface and Variables
Manual data collection and processing are often time-consuming and require meticulous attention to detail. Planfix reports help automate these processes and provide easy…
How to Send Google Forms Responses to Planfix
95-second video + steps: send Google Forms responses to Planfix with an Apps Script trigger, a virtual email address and an email rule that builds the task.
How to Create a Task Filter in Planfix
A 3-minute video and the steps to create a task filter in Planfix: set conditions and filter logic, group and sort tasks, pick columns and share it.
Can Small Businesses Use CRM?
Building strong customer relationships is increasingly important in today's fast-paced business world. This is where Customer Relationship Management (CRM) comes into…
How to Link Tasks Across Projects in Planfix
3-minute video + steps: link tasks across projects in Planfix with a Task set field and one button that creates a task for another department.
What’s New in Planfix: May 2024
May's Planfix update is here, and we're excited to show you new features that will make your life easier and increase productivity. Keep reading for more - there's…
What Are the Benefits of a CRM?
Customer Relationship Management (CRM) has become essential for companies seeking a competitive advantage in an evolving business landscape. Due to its numerous…
Why a Task Is Not Showing in the Planfix Planner
9-minute video + steps: find out why a task is not showing in the Planfix Planner, test a planner list and fix filters, grouping and access.
FOREACH in Planfix: List Products in a Task Description
3-minute video plus steps: use FOREACH in Planfix to list every product or service from a field in the task description, one line per value.
Spring 2024 Leader
Planfix wins the Spring 2024 Leader Award in Project Management Software from SourceForge. To be awarded the Spring 2024 Leader award, each recipient needed to…
How to Send Automatic Deal Status Emails to Customers
Under-2-minute video + steps: send automatic deal status emails to customers in Planfix with one button and an ELSEIF block in the email template.