Share / Hide Task Comments Module for Perfex CRM

Shared Task Comments for Perfex CRM – Enhance Your Team&’s Collaboration

Disclaimer

Please be advised that the Shared Comments module is designed exclusively for integration with Perfex CRM. It is not a standalone application. Currently, the module does not offer full support for Perfex CRM versions below 3.0.0. We are actively working towards achieving full backward compatibility and will soon release an update to extend support to earlier versions of Perfex CRM. We appreciate your understanding and patience as we work to enhance the module’s compatibility and functionality. Stay tuned for upcoming updates.

Discover Shared Comments for Perfex CRM, a revolutionary module designed to streamline your internal communication and enhance collaboration within your team. This innovative tool introduces a flexible “Hide/Share” option for comments, allowing you to manage the visibility of specific comments to customers with ease. Tailored for teams seeking to maintain a seamless flow of information, Shared Comments is your go-to solution for managing client interactions and internal discussions efficiently.

Key Features:

• Flexible Comment Visibility: Easily toggle between hiding or sharing staff comments with customers, giving you complete control over what information is visible to your clients.
• Global Default Settings: Configure the default sharing option for new comments to either hide or share them by default, aligning with your team’s workflow and privacy requirements.
• Staff Sharing Options: Empower your staff with the ability to hide or share their own comments, as well as comments globally, ensuring that everyone is on the same page.
• Simplified Installation Process: Get up and running in no time with a straightforward installation guide, ensuring you can start enhancing your CRM’s functionality immediately.
• Email Notification Management: The module cleverly adjusts email notifications based on your default settings, ensuring clients only receive relevant updates.

How It Works:

• Install the module through a simple upload process in your Perfex CRM’s admin area.
• Configure global default settings to set the initial visibility of new comments.
• Adjust staff permissions to allow for the sharing and hiding of comments, tailoring access as needed.
• Utilize the eye icon next to each comment to quickly share or hide comments from the client panel, ensuring flexibility and control.

Frequently Asked Questions:

• What is the default global share/hide setting? After installation, the default setting is set to hide new comments by default.
• Will clients receive notifications after toggling share/hide? Clients will recive custom e-mail notification each time the comment is shared.
• Can I add my own translations? Yes, you can easily add custom translations by copying the English language folder and renaming it to your desired language.

Changelog:

• Version 1.1.0: Added new email templates for shared comments, improved installation process, and minor bug fixes.
• Version 1.0.0: Initial release with core functionalities including the ability to share or hide comments and set default sharing statuses.

Elevate your Perfex CRM experience with Shared Comments, designed to foster better communication and transparency within your team. Check our demo: https://demo.modules.perfex.software.unlimitech.dev/admin, get started today and take the first step towards more efficient client and team interactions!