Ready-made Solutions: Difference between revisions
From Planfix
								
												
				No edit summary  | 
				|||
| (48 intermediate revisions by 4 users not shown) | |||
| Line 1: | Line 1: | ||
'''The   | {{#seo:  | ||
|title=Ready-made Solutions  | |||
|titlemode=append  | |||
|keywords=Planfix, solution, Configuration, Ready-made Solutions, Solution  | |||
|description=Ready-made Solutions  | |||
}}  | |||
'''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 ==  | |||
[https://planfix.com/ready-made-solutions/Ready-made Solutions on planfix.com]  | |||
== Installing and removing solutions ==  | |||
== Installing and   | |||
*[[Installation Instructions]]  | *[[Installation Instructions]]  | ||
*[[How to remove the   | *[[How to remove the solution]]  | ||
==  | == Available solutions ==  | ||
*[[Customer Service Solution | Customer Service]]  | |||
*[[Project Management Solution | Project Management]]  | |||
*[[Income and Expenses Accounting]]   | |||
*[[CRM: Customer Request Management]]  | |||
*[[Time-Tracking: Working & Leisure Time]]  | |||
*[[Internal Projects and Tasks Solution | Internal Projects and Tasks]]  | |||
*[[Task Management Solution | Task Management]]  | |||
==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]]  | |||
*[[Prioritization]]  | |||
== Go To ==  | == Go To ==  | ||
*[[Account Management]]  | *[[Account Management]]  | ||
*[[Feature Description]]  | *[[Feature Description]]  | ||
*[[Planfix]]  | |||
Latest revision as of 14:16, 30 January 2025
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
Installing and removing solutions
Available solutions
- Customer Service
 - Project Management
 - Income and Expenses Accounting
 - CRM: Customer Request Management
 - Time-Tracking: Working & Leisure Time
 - Internal Projects and Tasks
 - Task Management
 
Custom solutions
- How to build a new custom solution
 - How to install a custom solution
 - Full and reduced solutions
 - Prioritization