Ready-made Solutions: Difference between revisions
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'''The | {{#seo: | ||
|title=Ready-made Solutions | |||
|titlemode=append | |||
|keywords=Planfix, solution, Configuration, Ready-made Solutions, Solution | |||
|description=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. | |||
== Installing and Removing Solutions == | |||
== Installing and Removing | |||
*[[Installation Instructions]] | *[[Installation Instructions]] | ||
*[[How to remove the | *[[How to remove the solution]] | ||
== Available Solutions == | |||
*[[Customer Service Solution | Customer Service]] | |||
*[[Project Management Solution | Project Management]] | |||
*[[Income and Expenses Accounting]] | |||
*[[CRM: Customer Request Management]] | |||
*[[Time-Tracking: Working & Leisure Time]] | |||
*[[Internal Projects and Tasks Solution | Internal Projects and Tasks]] | |||
*[[Task Management Solution | Task Management]] | |||
==Custom Solutions== | |||
*[[Creating custom solutions |How to build a new custom solution]] | |||
*[[Installing custom solutions |How to install a custom solution]] | |||
*[[Full and reduced solutions]] | |||
== Go To == | == Go To == | ||
*[[Account Management]] | *[[Account Management]] | ||
*[[Feature Description]] | *[[Feature Description]] | ||
*[[Planfix]] | |||
Latest revision as of 14:06, 3 May 2023
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.
Installing and Removing Solutions
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