Data Tags Planfix CRM and Project Management System

Data Tags

Use data tags to accumulate and track data in Planfix for future analysis and use.

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Time Tracking

Planfix allows you to track employee working time to calculate payments for employees paid per hour.

Time Tracking Planfix CRM and Project Management System

Timer

Track the actual working time directly in Planfix without any third-party apps.

Task Data Tags

Add a data tag to a task to record an event that occurred while the task was being completed.

Revenue and Expense Tracking

Use data tags to stay up-to-date on company expenses and revenue, broken out by project or task.

Revenue and Expense Tracking Planfix CRM and Project Management System

Calculated Fields

Use calculated fields to display the results of a formula that can use data tags. One example is calculating the total amount from an order.

Calculated Fields Planfix CRM and Project Management System

Data from Data Tags Broken Out as Needed

View data collected by a data tag broken out as needed in reports.

Contact Data Tags

One reason you may add a data tag to a client tag is to monitor a financial arrangement.

Tracking Whatever You Need

Create your own data tags for whatever details you need tracked to manage your company's business.

Tracking Whatever You Need Planfix CRM and Project Management System

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