“Tasks Bookmarks module for Perfex CRM” Documentation by “modulesic” v1.0

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“Tasks Bookmarks module for Perfex CRM”

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Table of Contents

1. Upload & activate the module
2. How to use Tasks Bookmarks module

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A) Upload & activate the module - top

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.

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

B) How to use Tasks Bookmarks module - top

Once module is activated, a new menu item will appear at the right column of your Perfex admin area:

Clicking on it, will lead on Tasks Bookmark creation page, where you will be able to create a new bookmark:

Create your first bookmark, by adding a name, an icon and a color for it:

Every bookmark that you create will be listed near every task, in a new column, so you can easily append a task to it:

You will also be able to pin this bookmark onto Dashboard, so all of its items are visible in the main screen:


and of course, sort all tasks by Bookmark:




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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.
Please visit Support Ticketing Area in case you run under trouble and you need assistance.
A member of our team will get back to you as soon as possible (TAT 1 workday).

Themesic Interactive

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