A solution is a set of different system components combined to perform general tasks. One solution may include modules, workspaces, pages, widgets, business processes, scripts, etc. For example, a business solution for organizing HR documentation may combine several workspaces, modules, and a configured external portal for interaction with external users.
In BRIX you can work with the following types of solutions:
- System solutions;
- Business solutions;
- Custom solutions.
System solutions
These are ready-made Service, CRM, Projects and Document Management, solutions created by the vendor on the platform basis. They allow you to build communications with customers and sales, work with projects, and establish document management.
System solutions are included in the platform. Depending on the delivery, such a solution is activated by default, or it is enough to activate it, or you need to buy a license.
You can read about system solutions in the following Help sections:
Business solutions
These are ready-made solutions that can be imported into the system from the BRIX Store. They expand the range of tasks solved on the platform and system solutions. Business solutions are developed by BRIX and our partners.
You can read about business solutions in the BRIX Store solutions section.
To work with a business solution:
- Import it from BRIX Store.
- Unlock it.
- If you uploaded a paid business solution, activate its demo version for a trial period.
The installed business solution can be:
- Updated by either installing the latest version directly form BRIX Store or downloading a .e365 file from the catalog and uploading it to the system;
- Deleted.
Custom solutions
You can create such a solution from scratch for your company.
If you want to transfer the created solution to another company, use one of the following methods:
- Export it to a .е365 file;
- Export it to the BRIX Store catalog. This option is available to BRIX partners. You can set a fee to import your solution from the catalog.
The solution can then be imported from the .e365 file to another company or imported just like a business solution and then unlocked.
To restrict access to unlocking the solution after it has been uploaded to another company, set a password.
A custom solution can be deleted.