Observe: It is a module for Perfex CRM. Not a standalone script.
Transient description
Spreadsheet On-line Module is a strong spreadsheet editor that allows you to do just about every little thing you are able to do with up to date spreadsheet software program like Excel. This module helps you attain your objectives and lead you to make higher selections. There’s almost nothing you’ll be able to’t observe and handle utilizing this module.
A. Spreadsheet Editor – Save and handle your valuable information with spreadsheets.
Edit spreadsheets on-line: Nothing beats the simplicity of getting into information right into a desk. With this in thoughts this module offers a web-based spreadsheet editor which permit customers to insert their information into their paperwork with out problem. You possibly can even apply formulation and calculations to the info similar to common spreadsheets. This module additionally assist drop down checklist which lets you show plenty of legitimate choices for a selected matter. It’s vital to maintain your customers engaged along with your content material. This may be achieved by altering kinds and customizing the looks of your paperwork to make it extra enticing for the customers to view.
B. Manage Your Paperwork – Keep organized and maximize productiveness.
Align your work along with your teammates: Simple retrieval when you’ll want to seek for a selected paperwork. Too many paperwork directly? Don’t fear set up them by initiatives. If sure paperwork had been misplaced in a undertaking merely transfer them straight from one undertaking to a different. Whenever you create a paperwork and add a tag to it, it is going to be robotically categorized beneath that particular tag. This can prevent effort and time on categorizing every paperwork after creation.
C. Sharing – Share your work and consolidate with others.
Align Work with Your Teammates: When the work is prepared it’s time to share it with the world. This module helps webpage embed code and you can too export or import information data from MS Excel.
D. Staff Collaboration – Teamwork is a key issue with regards to success.
Safely Saved on Cloud Repository: This module makes it simple to realize entry to your paperwork via the workforce. Staff members can edit the paperwork remotely and save them on to Cloud Repository. This module provides your workforce members the flexibility to entry vital paperwork wherever, at anytime. Limitless initiatives and customers can present a extra environment friendly association for the workforce. This enables the workforce to run at its full capability and fulfill its full potentials.
Please take a look at the uploaded screenshots, which demonstrates all seen elements of the module.
- Folder tree.
- Create spreadsheet file
- Import or Export from MS Excel
- Sharing
- Integration with objects in Perfex: contract, proposal, estimate, undertaking, bill, expense and lead.
- Integration with Shopper portal
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Demo
Perfex CRM Spreadsheet Online Demo
Set-up
Included documentation will assist you add and activate the module inside Perfex CRM, in case you are not conscious on how you can do it.
Help
Our assist workforce is all the time round to assist. Be happy to lift a assist ticket.
Guys from assist division will get again to you as quickly as attainable with a reply, guiding you thru any points.
Changelog
Model 1.0.0 / 2020-11-26
Preliminary model
Model 1.0.1 / 2020-12-01
Repair minor bugs
Replace documentation for integration with objects in perfex: contract, proposal, estimate and undertaking
Extra integration with: bill, expense, lead
Model 1.0.2 / 2020-12-03
Repair minor bugs
Add drag & drop characteristic on the folder tree
Disable perfex shortcuts within the spreadsheet editor
Model 1.0.3 / 2020-12-05
Repair minor bugs
Replace paperwork
Improve some options for the editor
Model 1.0.4 / 2020-12-25
Add net notification and e-mail notification when sharing spreadsheet
Add configuration characteristic that permits to allow/disable notification
Add e-mail templates when sending e-mail notifications
Added Share and Relate characteristic in spreadsheet particulars
Model 1.0.5 / 2020-12-26
Repair minor bugs
Optimize some options of the Editor
Model 1.0.8 / 2021-05-18
Change how spreadsheets are saved. Spreadsheets are saved on bodily recordsdata.
Replace sharing characteristic.
