Preview: Mention and Tag for Perfex CRM
Note: This is a module for Perfex CRM. Not a standalone script.
Table of Contents
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.
- @Mention
- Post topics that mention someone and relate to task, project, contract, invoice, payment, support, etc.
- Comments on topics, on comment can use @ to mention someone or # to mention task, project, invoice, payment, support, …
- When someone is mentioned will receive a notification and an email.
Demo
User :
Login: [email protected]
Password: 123456a@
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 at our support area.
Guys from support department will get back to you as soon as possible with a reply, guiding you through any issues.
Changelog
Version 1.0.0 / 04.06.2020
- Initial version.
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Mention and Tag for Perfex CRM
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