Preview: Staff Outsourcing & Resources Booking for Perfex CRM
Note: This is a module for Perfex CRM. Not a standalone script.
Table of Contents
Brief description
Staff Outsource and Resources Booking module for Perfex CRM, helps companies to outsource their staff members’ time, by providing an efficient way of managing their outsourced resources inside Perfex’s admin interface.
Here’s how it works:
Once module is activated, a new menu item will appear at the right column of your Perfex admin area, named Staff Outsource and Resources Booking
Admin will be able to create Resources Groups, under which, staff members can be added, as part of a flexible categorization.
Once you create your new group, you will be able to assign staff members available for outsource work at Resources tab.
A complete booking showcase along with the functionality of the module can be previewed in item’s video preview – check out Video Preview button, in the upper section of this page.
This module contains a few other supportive functions for better reporting, i.e: you can generate reports from the Reports menu since it integrates HighchartsJS, export data or list/search groups/bookings in every menu or view your bookings under a Calendar.
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. It will also mention quick workflow tips for 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 / May 2020
- Initial version.
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Staff Outsourcing & Resources Booking for Perfex CRM
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