NoteBoard Module for Perfex CRM Documentation ☰

Introduction

This documentation provides complete guidance on the installation, configuration, and usage of the NoteBoard Module for Perfex CRM. This module allows authorized staff members to create and manage internal notes or broadcast messages for selected staff and customers within the system.


Designed as a plug-and-play add-on, this module enables efficient communication by displaying notes in a dedicated dashboard modal and sending in-app notifications for broadcasts, helping streamline collaboration and keep all users informed.

System Requirements

  • Perfex CRM v3.1.0 or higher

Installation

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

  • Extract the main .zip file and locate the noteboard.zip file.
  • Log in to the Perfex CRM admin panel as an administrator and go to Setup → Modules.
  • Click Choose File and select the noteboard.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

Usage

Once the Noteboard Module is installed and activated, follow these steps to use it effectively:

  • Accessing the Noteboard Panel
    • After logging in as an admin or staff user (with appropriate permissions), navigate to the Noteboard section from the left sidebar.
    • NoteBoard Module
  • Creating a Note or Broadcast
    • Fill in the message using the rich text editor.
    • Choose whether it's a broadcast message or a note.
    • If not broadcast, you can optionally pin the note for visibility priority.
    • Select target users from the Staff or Customer multi-select dropdowns.
    • Use the Select All checkboxes to quickly choose all staff or clients.
    • NoteBoard Module
  • Viewing Notes and Broadcasts
    • Staff and Customers will see a new notification icon in their top navbar.
    • Clicking it opens a modal showing all received notes and broadcasts.
    • Pinned notes are shown first, followed by the rest in order of creation.
    • NoteBoard Module
  • Notifications
    • Broadcasts automatically trigger a notification for selected users.
    • Staff and Customers can mark individual or all notifications as read.
    • NoteBoard Module
  • View All Notifications
    • Users can click View All to see a complete history of their notifications.
    • Each entry shows the message, sender name, and the time it was sent.
    • NoteBoard Module

Frequently Asked Questions (FAQ)

  • Can I pin important notes for visibility?
  • Yes. Notes can be pinned to appear at the top in user dashboards.
  • Can I edit or delete a Broadcast message after it’s created?
  • No. Broadcast messages are immutable to ensure message integrity once delivered. You may create a new broadcast if changes are needed.
  • Does this module support notifications?
  • Yes. Both staff and customers receive in-app notifications when a broadcast is created for them.
  • Do I need coding knowledge to use this module?
  • No. This module is fully plug-and-play. You just need to upload, activate, and configure it via the admin panel.
  • Do I need to modify any core files in Perfex CRM?
  • No. This module is self-contained and does not require any core file modifications.
  • Is this module compatible with all Perfex CRM versions?
  • Yes. This module works with all Perfex CRM versions starting from 3.1.0 and above.
  • Can I control which staff can create or view notes?
  • Yes. You can manage permissions for who can create, view, or manage noteboard messages through Perfex CRM’s role management.
  • Does this module support multiple languages?
  • The module is translation-ready and comes with an English language file by default. You can easily add other languages by copying and translating the provided language file.
  • Are updates included?
  • Yes. All future updates are included and will be available via your CodeCanyon account under downloads.

Support

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

Update

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

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

Noteboard Module Update

Changelog

VERSION 1.0.1

  • Bug Fixing

VERSION 1.0.0 – Initial Release