Ready-made Solutions: Difference between revisions

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'''The configuration''' is a set of pre-prepared objects ([[Data Tags]], [[Directories]], [[Reports]], etc.), which provides an individual business process in Planfix. Typically, the configuration provided with a description of the process and examples of using these objects.
{{#seo:
|title=Ready-made Solutions
|titlemode=append
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|description=Ready-made Solutions
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'''The solution''' is a set of prepared objects ([[Data Tags]], [[Directories]], [[Reports]], etc.), which provides an individual business process in Planfix. Typically, the solution is provided with a description of the process and examples of using these objects.


The installation of a ready-made configuration saves time for manually creating the necessary objects. All objects included in the configuration can be edited, deleted, etc. after installation - they are no different in properties from objects created manually.
Installing a ready-made solution saves time for manually creating the necessary objects. All objects included in the solution can be edited, deleted, etc., after installation - they are no different in properties from objects created manually.
== Ready-made solutions marketplace ==
[https://planfix.com/ready-made-solutions/Ready-made Solutions on planfix.com]


== Installing and Removing Solutions ==
== Installing and removing solutions ==
*[[Installation Instructions]]
*[[Installation Instructions]]
*[[How to remove the solution]]
*[[How to remove the solution]]


== Available Configurations ==
== Available solutions ==
*[[Invoicing | Invoicing]]
*[[Customer Service Solution | Customer Service]]
*[[Deals management]]
*[[Project Management Solution | Project Management]]
*[[Customer Service]]
*[[Project Management configuration | Project Management]]
*[[Income and Expenses Accounting]]  
*[[Income and Expenses Accounting]]  
<!--  *[[CRM: Customer Request Management]] -->
*[[CRM: Customer Request Management]]
 
*[[Time-Tracking: Working & Leisure Time]]
==Custom configurations==
*[[Internal Projects and Tasks Solution | Internal Projects and Tasks]]
*[[Creating custom configurations |How to build a new custom configuration]]
*[[Task Management Solution | Task Management]]
*[[Installing custom configurations |How to install a custom configuration]]
*[[Full and reduced configurations]]
 


==Custom solutions==
*[[Creating custom solutions |How to build a new custom solution]]
*[[Installing custom solutions |How to install a custom solution]]
*[[Full and reduced solutions]]


== Go To ==
== Go To ==
*[[Account Management]]
*[[Account Management]]
*[[Feature Description]]
*[[Feature Description]]
*[[Planfix]]

Latest revision as of 08:43, 13 November 2024

The solution is a set of prepared objects (Data Tags, Directories, Reports, etc.), which provides an individual business process in Planfix. Typically, the solution is provided with a description of the process and examples of using these objects.

Installing a ready-made solution saves time for manually creating the necessary objects. All objects included in the solution can be edited, deleted, etc., after installation - they are no different in properties from objects created manually.

Ready-made solutions marketplace

Solutions on planfix.com

Installing and removing solutions

Available solutions

Custom solutions

Go To