Ready-made Solutions

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.

Ready-made solutions marketplace

Solutions on planfix.com

Installing and removing solutions

• Installation Instructions
• How to remove the solution

Available solutions

• Customer Service
• Project Management
• Income and Expenses Accounting
• CRM: Customer Request Management
• Time-Tracking: Working & Leisure Time
• Internal Projects and Tasks
• Task Management

Custom solutions

• How to build a new custom solution
• How to install a custom solution
• Full and reduced solutions
• Prioritization

Go To

• Account Management
• Feature Description
• Planfix