Sketchboard Module for Perfex CRM

Note: This is a module designed for Perfex CRM. It is not a separate script.

Overview

Improve your project management capabilities by utilizing the Sketchboard Module for Perfex CRM. This module enables you to design, visualize, and oversee sketchboards directly within your CRM, offering an interactive environment for brainstorming, planning, and collaboration.

Benefits:

• Create and Organize Sketchboards: Seamlessly develop sketchboards and arrange your concepts, workflows, or diagrams all in one centralized space.
Create and Organize Sketchboards:
• EBoost Productivity: Optimize your planning and brainstorming activities to enhance your team’s organization and efficiency.
• Enhanced Visualization: Convert concepts into implementable strategies through visual illustrations on sketchboards.

Demo URL and Credentials:

Explore the module with our live demo:

• Demo URL: https://perfex.hopperstack.com/admin/authentication
• Login:
  • Email: admin@example.com
  • Password: 123456

Installation Guide:

1. Log in to PerFex CRM as an administrator.
2. Navigate to Setup > Modules.
3. Select the extracted upload.zip at Module installation selection prompt and press Install.
4. You’re all set!

Customer Support

Your satisfaction is our priority! Reach out to us for any queries, support requests, or bespoke solutions.

• Support Hours: Monday – Saturday
• Response Time: Guaranteed within 1-2 business days
• Connect with us via our Support Portal

Change Log

Version 2.0.2 (Latest)

• Real-Time Collaboration: Real-time with built-in auto-save.
• Deep CRM Integration: Full support for Tasks, Leads, and Proposals with AJAX actions.
• Zero-Refresh Workflow: Intelligent tab persistence and no-reload board management.
• Global Support: 27+ Languages pre-configured with English, Spanish, and French translations.
• High-Quality Export: Export your sketches as professional PNG images.
• AJAX Performance: Optimized background tasks with secure CSRF protection.

Version 1.0.1

• Added a Share Link feature.
• Added an option to Add to Project.
• Added an option for Public Edit on Sketchboard.
• Added a Fullscreen Sketchboard option.
• Added staff-specific permissions management.

Version 1.0.0

• Initial release