Ready-made Solutions

The configuration is a set of pre-prepared objects (Data Tags, 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

• Installation Instructions
• How to remove the configuration

Available Configurations

• Invoicing
• Deals management
• Customer Service
• Project Management configuration

Custom configurations

• How does to build a new custom configuration
• How does to install a custom configuration
• Full and reduced configurations

Go To

• Account Management
• Feature Description