Ready-made Solutions: Difference between revisions

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== Available Solutions ==
== Available Solutions ==
*[[Invoicing | Invoicing]]
*[[Deals management]]
*[[Customer Service Solution | Customer Service]]
*[[Customer Service Solution | Customer Service]]
*[[Project Management configuration | Project Management]]
*[[Project Management configuration | Project Management]]

Revision as of 02:24, 13 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.

Installing and Removing Solutions

Available Solutions

Custom solutions

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