Deviation Management: Setting Up a Traffic Light (RAG) for Task Monitoring in Planfix
Recently, we promised to explain how to set up report mailing with a traffic light system. This…
Planfix Blog
What’s New in Planfix: April 2024
April may be over, but our efforts to improve Planfix are just getting into full swing. Check…
Does CRM Require a Big IT Investment?
Companies will typically consider implementing Customer Relationship Management (CRM) systems at different stages of their growth. But…
Objects: The Universal Planfix Unit
Goodbye to the task case! And farewell to the task discussion, the task event, and the entire…
What’s New in Planfix: March 2024
Throughout March, the Planfix team was fine-tuning the system. We’re excited to announce a host of fixes…
Business Proposal in Pictures: Add an Image to the Document Template
One of the main goals of Planfix is to streamline routine tasks and operations. If something can…
Why is CRM Important for Enterprise?
CRM is a powerful tool to improve a company’s customer loyalty and secure a sustainable competitive advantage….
Evolution Has no End: Introducing a New Task Creation form in Planfix
We’ve completely revamped the project task creation form, and after a significant effort, we’re excited to present our results…
Why Do Nonprofits Need CRM Systems?
In the fast-paced world of nonprofit organizations, maintaining effective relationships with donors, volunteers, and supporters is crucial…
What’s New in Planfix: February
Design Updates We jazzed up the reports with a fresh, trendy design: A New Planfix Mobile App…
How Planfix Scripts Work: Setting Up and Cases
One of the primary goals of the Planfix corporate management system is to improve time and teamwork…
What’s New in Planfix: December 2023 and January 2024
The Design of the File Upload Window Has Been Updated A handy tag shows the number of…