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 system allows tracking of whether team members are completing their tasks…
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 designed to increase efficiency and improve user experience…
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…
Email 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…
CRM for Small Business: Benefits and Features to Look For
LinkedIn claims the world's CRM all-in-one app industry was about $25.8 bln in 2022 and is projected to reach approximately $88.7 billion by 2032. So, the mentioned…
How 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…
What’s New in Planfix: September
We've added direct integration with the WhatsApp Cloud API. You can find details on how to set it up in the documentation. — An icon has been added to the top menu of…
Scheduled 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…
Email Tracking in Planfix
Some features of Planfix have been improved based on requests and feedback from our users to the Support Service. This was the case with enhancing the email tracking…