“Spreadsheet Online module for Perfex CRM” Documentation by “GreenTech_Solutions” v1.0.5


“Spreadsheet Online module for Perfex CRM”

Created: 2020-11-23
By: GreenTech_Solutions
Email: hungtx.gsts@gmail.com

Thank you for choosing Spreadsheet Online 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 Spreadsheet Online 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. If the version you have downloaded is larger than the current version, please click UPGRADE DATABASE (if available)


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


B) How to use Spreadsheet Online module - top

I- How to use Spreadsheet online with tab My Folder

  1. MANAGE
  2. NEW FILE
    1. Step 1: Click Button NEW FILE
    2. Step 2: Automatically opens the page and you fill in the data
    3. Step 3: Once filled in, you will have 2 options for saving: SAVE or SAVE AS
  3. ADD FOLDER
    1. Step 1: Click Button ADD FOLDER
    2. Step 2: Automatically opens modal (Note that you can select the parent folder before adding a new folder)
    3. Step 3: After that, save your results
  4. SHARE (Note, select a folder or file before you start sharing)
    For this function you will be able to share with both staffs and customers, both folder or file will be shared if you want to do so.
    1. Step 1: Click Button SHARE
    2. Step 2: Automatically opens modal (Note that you can select the parent folder before adding a new folder)
    3. Step 3: After that, save your results
    4. Step 4: View detail share in manage and click
  5. RELATED TO (Note, select a folder or file before you start sharing)
    For this functionality you can add some necessary components if it relates to your directory or file like project, experience, client, finance, sales ...
    1. Step 1: Click Button RELATED
    2. Step 2: Automatically opens modal (Note that you can select the parent folder before adding a new folder)
    3. Step 3: After that, save your results
    4. Step 4: View detail share in manage and click
  6. EXPAND ALL
    This function will help you to expand it all

    Click button
  7. CONLLAPSE ALL
    This function will help you to collapse them all

    Click button

II- How to use Spreadsheet online with tab My Share Folder

Log in to the account you just shared, select the tab my share folder, then you will see permission to view or edit depending on the sharer.

  1. EXPAND ALL
    This function will help you to expand it all

    Click button
  2. CONLLAPSE ALL
    This function will help you to collapse them all

    Click button
  3. My Share Folder

III- How to use Spreadsheet online for Users when shared

When customers sign in, they'll see the My Shared folders tab. Here customers can view shared folders and files. Can be allowed to edit or view as an staff depending on the person sharing.



IV- Setup Web notification and Email notification


C) Instructions on how to Add hook (optional) to display spreadsheet in Perfex objects - top

I. Add Hook Contracts

application → views → themes → perfex → views → contracthtml.php
Add hook line 2 → "<?php hooks()->do_action('header_contracthtml'); ?>"
Add hook line 52 → "<?php hooks()->do_action('after_contract_content',$contract); ?>"
Add hook line 187 → "<?php hooks()->do_action('footer_contracthtml_js'); ?>"

II. Add Hook Projects

application → views → admin → projects → project_overview.php
Add hook line 200 → "<?php hooks()->do_action('after_project_member_list', $project); ?>"

III. Add Hook Proposals

application → views → admin → proposals → proposals_preview_template.php
Add hook tab line 55 → "<?php hooks()->do_action('after_li_proposal_view'); ?>"
Add hook line 367 → "<?php hooks()->do_action('after_tab_proposal_content',$proposal); ?>"

IV. Add Hook Estimates

application → views → admin → estimates → estimate_preview_template.php
Add hook line 55 → "<?php hooks()->do_action('after_li_estimate_view'); ?>"
Add hook line 506 → "<?php hooks()->do_action('after_tab_estimate_content',$estimate); ?>"

V. Add Hook Invoices

application → views → admin → invoices → invoice_preview_template.php
Add hook line 101 → "<?php hooks()->do_action('after_li_invoice_view'); ?>"
Add hook line 339 → "<?php hooks()->do_action('after_tab_invoice_content',$invoice); ?>"

VI. Add Hook Expenses

application → views → admin → expenses → expense_preview_template.php
Add hook line 48 → "<?php hooks()->do_action('after_li_expense_view'); ?>"
Add hook line 279 → "<?php hooks()->do_action('after_tab_expense_content',$expense); ?>"

VII. Add Hook Lead

application → views → admin → leads → lead.php
Add hook line 103 → "<?php hooks()->do_action('after_li_lead_view'); ?>"
Add hook line 223 → "<?php hooks()->do_action('after_tab_lead_content',$lead); ?>"

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.

Hung Tran

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