{"id":5590,"date":"2022-01-23T04:32:03","date_gmt":"2022-01-23T04:32:03","guid":{"rendered":"https:\/\/mailinvest.blog\/index.php\/2022\/01\/23\/mention-and-tag-for-perfex-crm\/"},"modified":"2022-01-23T04:32:03","modified_gmt":"2022-01-23T04:32:03","slug":"mention-and-tag-for-perfex-crm","status":"publish","type":"post","link":"https:\/\/mailinvest.blog\/index.php\/2022\/01\/23\/mention-and-tag-for-perfex-crm\/","title":{"rendered":"Mention and Tag for Perfex CRM"},"content":{"rendered":"<\/a>\n

LIVE PREVIEW<\/a>BUY FOR $34<\/a><\/p>\n

<\/p>\n

Note:<\/strong> This is a module<\/strong> for Perfex CRM<\/a>. Not a standalone script.<\/p>\n

Brief description<\/h2>\n

Mention and Tag<\/strong> for Perfex CRM help you create discussion or support topics, when using @ to mention someone or using # to mention tasks, projects, invoices, payments, supports, …
\n Please check out the uploaded screenshots, which demonstrates all visible parts of the module.
\n \n <\/p>\n

    \n
  1. @Mention
    \n
    \n \"@Mention
    \n <\/a>\n <\/li>\n
  2. Post topics that mention someone and relate to task, project, contract, invoice, payment, support, etc.
    \n
    \n \"@Mention
    \n <\/a><\/p>\n

    \n
    \n \"@Mention
    \n <\/a>\n <\/li>\n

  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
    \n
    \n \"@Mention
    \n <\/a>\n <\/li>\n
  4. When someone is mentioned will receive a notification and an email.
    \n
    \n \"@Mention
    \n <\/a>\n <\/li>\n
  5. On the Client Portal, customers can discuss and use @mention.
    \n
    \n \"@Mention
    \n <\/a>\n <\/li>\n<\/ol>\n

    Demo<\/h3>\n

    Perfex CRM @Mention Demo<\/strong><\/a><\/p>\n

    User :<\/strong>
    \n Login:     data.greensoft@gmail.com<\/a>
    \n Password: 123456a@\n <\/p>\n

    Perfex CRM Client Portal<\/strong><\/a><\/p>\n

    User :<\/strong>
    \n Login:     data.gsts@gmail.com<\/a>
    \n Password: 123456a@\n <\/p>\n

    Set-up<\/h2>\n

    Included documentation will help you upload and activate the module inside Perfex CRM, if you are not aware on how to do it.<\/p>\n

    Support<\/h2>\n

    Our support team is always around to help. Feel free to raise a support ticket.
    Guys from support department will get back to you as soon as possible with a reply, guiding you through any issues.<\/p>\n

    Changelog<\/h2>\n

    Version 1.0.0 \/ 2020-06-04<\/p>\n

    \n            Initial version\n        <\/pre>\n
            Version 1.0.1 \/ 2020-07-08<\/p>\n
    \n            Fix some bugs\n            Add mention to the Contact and on the Client Portal, customers can use @Mention\n        <\/pre>\n
            Version 1.0.2 \/ 2020-07-11<\/p>\n
    \n            Fix bug when using Firefox\n            When mention to expense displayed by name\n            When mention to the payment displayed by invoice number and payment date\n        <\/pre>\n