Ready-made Solutions: Difference between revisions
From Planfix
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*[[Invoicing | Invoicing]] | *[[Invoicing | Invoicing]] | ||
*[[Deals management]] | *[[Deals management]] | ||
*[[Customer Service]] | *[[Customer Service Solution | Customer Service]] | ||
*[[Project Management configuration | Project Management]] | *[[Project Management configuration | Project Management]] | ||
*[[Income and Expenses Accounting]] | *[[Income and Expenses Accounting]] | ||
Revision as of 23:54, 12 April 2023
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.