Notes List Viewer Module for Perfex

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Notes List Viewer Module for Perfex

Premium Category Products

Original price was: Rs2,075.00.Current price is: Rs460.00.

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Categories: Premium, PHP Scripts, Scripts & Code Tags: invoce note, note list, notes, perfex crm module, perfex note

Notes List Viewer Module for Perfex The Notes List Viewer Module for Perfex is an extension designed to enhance the functionality of Perfex CRM by providing an organized and user-friendly way to manage and view notes. Perfex CRM is a popular customer relationship management system, and this module adds additional capabilities for handling notes within the system. Here are the key features and highlights of the Notes List Viewer Module:

Key Features:

Enhanced Notes Management:
- Provides a dedicated interface for managing and viewing notes related to different entities within Perfex CRM.
- Allows users to easily organize, categorize, and access notes.
List View Interface:
- Displays notes in a list view format for quick and easy access.
- Includes features like sorting and filtering to find specific notes quickly.
Integration with Entities:
- Integrates with various entities within Perfex CRM, such as clients, projects, or tasks.
- Allows users to attach notes to specific entities and view them in context.
Search and Filter Options:
- Provides search functionality to locate notes by keywords or phrases.
- Filtering options to narrow down notes based on categories, dates, or other criteria.
User Permissions and Access Control:
- Implements role-based permissions to control who can view, create, or edit notes.
- Ensures that sensitive information is accessible only to authorized users.
Note Creation and Editing:
- Supports the creation, editing, and deletion of notes directly within the module.
- Rich text editor for formatting and enhancing note content.
Date and Time Stamps:
- Automatically records date and time stamps for note creation and modifications.
- Helps track the history and changes made to each note.
Notifications and Alerts:
- Optional notifications or alerts for updates or changes to notes.
- Keeps users informed about important notes or modifications.
Export and Import:
- Provides options to export notes to various formats such as PDF or CSV.
- Import functionality to bring in notes from external sources or systems.

Installation and Customization:

Easy Installation: Typically involves uploading the module files to the Perfex CRM installation and configuring the module via the Perfex admin panel.
Customization: Customizable through settings and configurations to fit specific business needs.

Support and Updates:

Documentation: Comprehensive documentation for installation, configuration, and usage.
Support: Access to support resources or forums for troubleshooting and assistance.

Ideal For:

Businesses using Perfex CRM that need advanced note management capabilities.
Teams requiring better organization and access to notes related to CRM entities.
Organizations looking to enhance their CRM experience with more robust note-taking features.

The Notes List Viewer Module for Perfex enhances the CRM's note management capabilities by providing a structured and efficient way to handle notes. Its integration with Perfex CRM entities and user-friendly features make it a valuable addition for organizations looking to improve their note-taking and information management processes.

Perfex CRM Notes List Viewer Module This module allows you to gather and manage all saved notes in Perfex CRM in a single list. It is perfect for organizing and accessing your notes more efficiently. From the list, you can easily access the details of the record where any note was saved. This way, you can quickly and conveniently reach your notes and instantly switch to the relevant record. Features: View all notes in a single list Quick access to the details of the records where the notes were saved User-friendly interface and easy navigation Try this module now to use your Perfex CRM more efficiently and simplify your note management!

(Only For Premium Category Products !)

1. All digital products are the most recent version, with no possibility of free updates. After payment, you can request an update to the most recent version for 5 days if a new version is released. We free support within 5 days.

2. If a license is required (Excludes WHMCS license , we provide only method not license), please contact us via email or ticket for assistance with activation. Our license is only valid for activation and does not include support.

3. We provide Mobile, PHP script installation services for $19.90 / ₹1700. Please create a backup after installation as we do not support re-installation. For mobile app source code, we do not offer installation services.

4. If you have any questions, please contact us by email [email protected] or create a ticket on this page

5. Please note that any digital products presented on the website do not contain malicious code, viruses or advertising. You will receive the original files from the developers. We do not sell any products that have been downloaded from other websites.

6. The response time can last up to 6 hours.

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Benefits of our Membership Plans

Instant access to all plugins and all themes including all future releases
Unlimited domain usage
Regular Updates as of when available. Usually, updates are released daily.
Before purchasing, please read the Terms and Conditions & Refund Policy.
If you have any questions, please first read the FAQs.
If you haven’t found the answer to your question, please contact us, and we will respond ASAP.
Please note that any digital products on the website do not contain malicious code, viruses, or advertising. We buy the original files from the developers. We do not sell any products downloaded from other sites.
Buy or download for FREE by subscribing to our VIP Membership Plan. Join the club of more than 1100+ happy members. This is the same theme as sold by the developer.

Updates:

We offer frequent updates for one year from the date of purchase. After this period, you have to purchase the item again to receive further updates, we also offer lifetime updates as a second option.
We regularly update products as soon as we are notified about an update, we go and download it from the author and update it on our site, but In case the current version of the product is not the latest, You can request an update for the product by contact form.
We send regular emails advising when products have been updated so please be sure to provide an active email address when you sign up.

Support:

Our support team is available 24/7, if you have any questions or need help in installing or configuring digital products purchased on the website, please don’t hesitate to contact form.
Please note that we are not developers of the provided products, so our technical support capabilities are limited. We do not change product functionality and do not fix developer bugs.

For more information please read FAQs & About Us.

(Only For WHMCS Category Products !)

We Only provide WHMCS Module, how you can nulled any module step only !
Instant access to all plugins and all themes
Unlimited domain usage
Regular Updates as of when available. Usually, updates are released daily.
Before purchasing, please read the Terms and Conditions & Refund Policy.
If you have any questions, please first read the FAQs.
If you haven’t found the answer to your question, please contact us, and we will respond ASAP.
Please note that any digital products on the website do not contain malicious code, viruses, or advertising. We buy the original files from the developers. We do not sell any products downloaded from other sites.