Ready-made Solutions: Difference between revisions
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'''The | '''The solution''' is a set of pre-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. | |||
== Installing and Removing Solutions == | == Installing and Removing Solutions == | ||
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*[[How to remove the configuration]] | *[[How to remove the configuration]] | ||
== Available | == Available Solutions == | ||
*[[Invoicing | Invoicing]] | *[[Invoicing | Invoicing]] | ||
*[[Deals management]] | *[[Deals management]] | ||
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<!-- *[[CRM: Customer Request Management]] --> | <!-- *[[CRM: Customer Request Management]] --> | ||
==Custom | ==Custom solutions== | ||
*[[Creating custom configurations |How to build a new custom configuration]] | *[[Creating custom configurations |How to build a new custom configuration]] | ||
*[[Installing custom configurations |How to install a custom configuration]] | *[[Installing custom configurations |How to install a custom configuration]] | ||
Revision as of 22:53, 12 April 2023
The solution is a set of pre-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.
Installing and Removing Solutions
Available Solutions
Custom solutions
- How to build a new custom configuration
- How to install a custom configuration
- Full and reduced configurations