Ready-made Solutions: Difference between revisions

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*[[Project Management configuration | Project Management]]
*[[Project Management configuration | Project Management]]
*[[Income and Expenses Accounting]]  
*[[Income and Expenses Accounting]]  
*[[CRM: Customer Request Management]]
<!--  *[[CRM: Customer Request Management]] -->


==Custom configurations==
==Custom configurations==

Revision as of 15:01, 7 April 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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