Ready-made Solutions: Difference between revisions

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*[[Deals management]]
*[[Deals management]]
*[[Customer Service]]
*[[Customer Service]]
*[[Project Management configuration]]
*[[Project Management configuration | Project Management]]





Revision as of 07:03, 7 March 2023

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.

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 and Removing Configurations


Available Configurations


Custom configurations


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