Mention and Tag for Perfex CRM

Version :

v1.0.2
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Mention and Tag for Perfex CRM

Premium Category Products

Original price was: Rs2,822.00.Current price is: Rs610.00.

The Mention and Tag for Perfex CRM module enhances communication and collaboration within the Perfex CRM system by allowing users to mention colleagues and tag specific clients or projects. This feature streamlines workflow, improves team interaction, and helps ensure that important information is shared efficiently. Here's an overview of its key features, benefits, and setup process.

Key Features:

  1. User Mentions:
    • Easily mention team members in comments, discussions, and task updates by typing "@" followed by their name.
    • Notifications are sent to mentioned users, ensuring they are informed of relevant updates.
  2. Tagging Clients and Projects:
    • Users can tag specific clients or projects in various sections of the CRM, making it easy to reference them in discussions or notes.
    • Tags create quick access links to client or project profiles for enhanced navigation.
  3. Real-time Notifications:
    • Users receive instant notifications when they are mentioned, ensuring they do not miss important updates or discussions.
    • Notifications can be managed through user settings to avoid overwhelming users with alerts.
  4. Enhanced Search Functionality:
    • The tagging system allows for better search capabilities, enabling users to filter and find relevant discussions or tasks quickly.
    • Users can search for mentions or tags within the CRM, making information retrieval more efficient.
  5. Customizable Tags:
    • Administrators can set up customizable tags to categorize discussions or clients based on specific criteria relevant to the organization.
    • Users can create and manage their own tags for personal organization.
  6. Integration with Other Modules:
    • The mention and tag feature integrates seamlessly with other modules within Perfex CRM, such as Projects, Tasks, and Discussions.
    • Users can link discussions and tasks to relevant clients or projects, creating a cohesive workflow.

Brief description

Mention and Tag for Perfex CRM help you create discussion or support topics, when using @ to mention someone or using # to mention tasks, projects, invoices, payments, supports, ... Please check out the uploaded screenshots, which demonstrates all visible parts of the module.

Set-up

Included documentation will help you upload and activate the module inside Perfex CRM, if you are not aware on how to do it.

Support

Our support team is always around to help. Feel free to raise a support ticket. Guys from support department will get back to you as soon as possible with a reply, guiding you through any issues

(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  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.

(Only For Membership Category Products !)

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.

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