Google Geo Location Module for Perfex CRM Documentation ☰

Introduction

This documentation provides complete guidance on the installation, configuration, and usage of the Google Geo Location Module for Perfex CRM. This module integrates Google Maps Autocomplete to automatically capture, store, and manage geographic details, enhancing location accuracy and simplifying data entry across the system.


Designed as a plug-and-play add-on, the module enhances team collaboration by offering an intuitive drawing interface.

Requirements

  • Perfex CRM v3.1.0 or higher

Installation

Required Information :

  • Google Maps API Key

Get Credentials :

  • Visit the official Google Maps Platform:
  • Click Get Started and log in with your Google account.
  • Create a new project (e.g., Perfex Google Geo).
  • Enable these APIs:
    • Maps JavaScript API
    • Places API
    • Geocoding API
  • Go to Credentials → Create Credentials → API Key.
  • Copy your key and paste it into the Google Geo Module Settings in Perfex CRM.

Installation :

Installing the module is quick and simple, It takes just a few minutes :

  • Extract the main .zip file and locate the google_geo.zip file.
  • Log in to the Perfex CRM admin panel as an administrator and go to Setup → Modules.
  • Click Choose File and select the google_geo.zip
  • Click Install to complete the process.
Module Installation

Once the module is installed, it will appear in the list of available modules below. Simply click the Activate button to enable it.

Module Activation

Configuration :

Once the module is installed and activated, you'll see two options, Deactivate and Settings. Click on the Settings button to quickly access the Google Geo Settings

Module Activation

Alternatively, you can navigate to Setup → Settings → Google Geo to access its configuration options, which include :

  • Secret Key – API Key that you get after google map account setup.
  • Enable for Company – When enabled, Admin will be able to auto-complete address of company.
  • Enable for Company Shipping & Billing – When enabled, Admin will be able to auto-complete billing and shipping address of company.
  • Enable for Invoice – When enabled, Admin will be able to auto-complete billing and shipping address of invoice.
  • Enable for Credit Note – When enabled, Admin will be able to auto-complete billing and shipping address of credit note.
  • Enable for Estimates – When enabled, Admin will be able to auto-complete billing and shipping address of estimates.
  • Enable for Proposal – When enabled, Admin will be able to auto-complete address of proposal.
  • Enable for Lead – When enabled, Admin will be able to auto-complete address of lead.
Module Settings

Update

Installing the module is quick and simple, It takes just a few minutes :

  • Extract the main .zip file and locate the google_geo.zip file.
  • Log in to the Perfex CRM admin panel as an administrator and go to Setup → Modules.
  • Click Choose File and select the google_geo.zip
  • Click Install to complete the process.
Module Update

Once the module is installed, it will appear in the list of available modules below. Simply click the Upgrade Database button to update it.

Module Update

Support

For support, please reach out to us at codeonstring@gmail.com. We will respond as soon as possible, typically within one working day.

Changelog

VERSION 1.0.2

  • Added a direct link to open the location in Google Maps
  • Minor fixes and improvements

VERSION 1.0.1

  • Added support for credit notes
  • Minor fixes and improvements

VERSION 1.0.0 – Initial Release