Ready-made Solutions: Difference between revisions
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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. | 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 == | == Installing and Removing Configurations == | ||
*[[Installation Instructions]] | *[[Installation Instructions]] | ||
*[[How to remove the configuration]] | *[[How to remove the configuration]] | ||
== Available Configurations == | == Available Configurations == | ||
*[[Invoicing | Invoicing]] | *[[Invoicing | Invoicing]] | ||
*[[Deals management]] | *[[Deals management]] | ||
*[[Customer Service]] | *[[Customer Service]] | ||
*[[Project Management configuration | Project Management]] | *[[Project Management configuration | Project Management]] | ||
==Custom configurations== | ==Custom configurations== | ||
Revision as of 08:20, 16 March 2023
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
Available Configurations
Custom configurations
- How does to build a new custom configuration
- How does to install a custom configuration
- Full and reduced configurations