Ready-made Solutions: Difference between revisions
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== Available Configurations == | == Available Configurations == | ||
*[[ | *[[Time tracking | Time tracking]] | ||
*[[ | *[[Income and expense management | Income and expense management]] | ||
*[[ | *[[Invoicing | Invoicing]] | ||
*[[Deals management]] | *[[Deals management]] | ||
*[[ | *[[Documents coordination]] | ||
*[[ | *[[Summary data]] | ||
== Go To == | == Go To == | ||
*[[ | *[[Description of opportunities]] | ||
Revision as of 13:50, 27 September 2017
The configuration is a set of pre-prepared objects (Analysts, 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
- Time tracking
- Income and expense management
- Invoicing
- Deals management
- Documents coordination
- Summary data