Ready-made Solutions: Difference between revisions
From Planfix
								
												
				| No edit summary | |||
| (40 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