Ready-made Solutions

The solution is a set of pre-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

• Installation Instructions
• How to remove the solution

Available Solutions

• Invoicing
• Deals management
• Customer Service
• Project Management
• Income and Expenses Accounting

Custom solutions

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

Go To

• Account Management
• Feature Description