Project Templates for Perfex CRM

Name: Project Templates for Perfex CRM | GplPixel
Price: 420.00 INR
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Project Templates for Perfex CRM

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Original price was: Rs1,743.00.Current price is: Rs420.00.

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Categories: Premium, PHP Scripts, Scripts & Code Tags: perfex, perfex project templates, perfex quick project, project templates, Project Templates for Perfex CRM

This is a module for Perfex CRM Project templates modules allows you to create templates for your regular projects instead of filling all data everytime and create project from template. Perfex CRM is a popular open-source customer relationship management (CRM) system designed to help businesses manage their client relationships, projects, and various business processes. Creating effective project templates in Perfex CRM can streamline your project management tasks and improve efficiency. Here’s a guide to setting up project in Perfex CRM:

1. Understanding Project

Project in Perfex CRM allow you to standardize project setups, ensuring consistency across similar projects. can include predefined tasks, milestones, and project settings that can be reused to quickly start new projects.

2. Creating a New Project Template

Log In to Perfex CRM: Start by logging into your Perfex CRM account with administrative privileges.
Navigate to the Projects Module:
- Go to the main menu and select the "Projects" module.
Access Templates:
- Look for an option like "" or "Project." This may be under a dropdown menu or a specific section within the Projects module.
Add New Template:
- Click on the button to add a new template. This may be labeled as “Create Template” or “Add Template.”
Define Template Details:
- Enter a name for your template.
- Provide a description to clarify the purpose of this template.
Set Up Template Components:
- Tasks: Define common tasks that are part of this template. You can set task names, descriptions, deadlines, and assign them to specific team members.
- Milestones: Create milestones to track key points in the project. Define the milestones’ names, descriptions, and deadlines.
- Project Settings: Set up default project settings such as budget, priority, and visibility options.
- Files: Attach any files that are relevant to this template, like standard operating procedures or project guidelines.
Save the Template:
- Review the details and click “Save” or “Create” to finalize your new project template.

Features

Create template for project
Add milestone, files and notes to template
Add projects in project template (If project template module is installed and enabled)
Staff permissions for access restriction to module

(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.

(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.