“Mention module for Perfex CRM” Documentation by “hungtran” v1.0

“Mention module for Perfex CRM”

Created: 04/06/2020
By: Hung Tran
Email: hungtx118@gmail.com

Thank you for choosing Mention module for Perfex CRM. If you have any questions that are beyond the scope of this help file, please feel free to email us via contact form here.

Table of Contents

  1. Upload & activate the module
  2. How to use Mention module

A) Upload & activate the module - top

    * Prior starting installation, please make sure that no open_basedir restriction is applied at your PHP configuration and that shell_exec is enabled. Whereas in 95% of the hosting providers around, got a proper config that includes the above guides, you may need to adjust your PHP configuration settings if your provider offers these settings disabled by default.

    - Steps of Installation:

  1. Extract your downloaded file contens. You will notice a folder called "documentation" and a new zip file, called "upload.zip". Since "documentation" folder contains this readme file and helpful instructions that are not needed in your Perfex CRM's installation, we will focus on the "upload.zip" file.
  2. "upload.zip" contains the module files (in a module format) that you upload in Perfex CRM's Modules installation section.
  3. Go to your Perfex CRM's Admin area and select the following menu item: SETUP > MODULES.
  4. Select the extracted upload.zip at Module installation selection prompt and press INSTALL.

  5. Find the newly installed module and press ACTIVATE.
  6. You will be told that module is successfully activated.

    7. That's it! You are now ready to start using the module.


B) How to use Mention Management module - top

  1. You go to the menu @Mention
  2. Post topics that mention someone and relate to task, project, contract, invoice, payment, support, etc.


  3. Comments on topics, on comment can use @ to mention someone or # to mention task, project, invoice, payment, support, ... Use # will also select Contact to discuss with the customer
  4. When someone is mentioned will receive a notification
  5. On the Client Portal, customers can discuss and use @mention

Once again, thank you so much for purchasing this module. We will be glad to help you if you have any questions relating to this module.
A member of our team will get back to you as soon as possible.

Hung Tran

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