Whiteboard Module for Perfex CRM Documentation ☰

Introduction

This documentation provides complete guidance on the installation, configuration, and usage of the Whiteboard Module for Perfex CRM. This module introduces an interactive, self-hosted whiteboard that allows staff members to create, edit, and collaborate on visual sketches, flowcharts, diagrams, and design mockups directly within the system.


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

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 whiteboard.zip file.
  • Log in to the Perfex CRM admin panel as an administrator and go to Setup → Modules.
  • Click Choose File and select the whiteboard.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 Whiteboard Module is installed and activated, follow these steps to use it effectively:

  • Accessing the Whiteboard Panel
    • After logging in as an admin or staff user (with appropriate permissions), navigate to the Whiteboard section from the left sidebar.
    • Whiteboard Module
  • Creating a Whiteboard
    • Fill in the title.
    • Select target users from the Staff or Customer multi-select dropdowns.
    • Use the Select All checkboxes to quickly choose all staff or clients.
    • Whiteboard Module
  • Using Whiteboard
    • Click on Save & Continue to redirect on whiteboard or click on palette icon on table list.
    • Whiteboard Module

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 1.0.0 – Initial Release