Spreadsheet Online for Perfex CRM

Note: This is a module for Perfex CRM. Not a standalone script.

Brief description

Spreadsheet Online Module is a powerful spreadsheet editor that lets you do pretty much everything you can do with contemporary spreadsheet software like Excel. This module helps you reach your goals and lead you to make better decisions. There’s nearly nothing you can’t track and manage using this module.

A. Spreadsheet Editor – Save and manage your precious data with spreadsheets.

Edit spreadsheets online: Nothing beats the simplicity of entering data into a table. With this in mind this module provides an online spreadsheet editor which allow users to insert their data into their documents without hassle. You can even apply formulas and calculations to the data just like regular spreadsheets. This module also support drop down list which allows you to display a number of valid options for a specific topic. It’s important to keep your users engaged with your content. This can be accomplished by changing styles and customizing the appearance of your documents to make it more attractive for the users to view.

B. Organize Your Documents – Stay organized and maximize productivity.

Align your work with your teammates: Easy retrieval when you need to search for a specific documents. Too many documents at once? Don’t worry organize them by projects. If certain documents were misplaced in a project simply move them directly from one project to another. When you create a documents and add a tag to it, it will be automatically categorized under that specific tag. This will save you time and effort on categorizing each documents after creation.

C. Sharing – Share your work and consolidate with others.

Align Work with Your Teammates: When the work is ready it’s time to share it with the world. This module supports webpage embed code and you can also export or import data records from MS Excel.

D. Team Collaboration – Teamwork is a key factor when it comes to success.

Safely Stored on Cloud Repository: This module makes it easy to gain access to your documents through the team. Team members can edit the documents remotely and save them directly to Cloud Repository. This module gives your team members the ability to access important documents anywhere, at anytime. Unlimited projects and users can provide a more efficient arrangement for the team. This allows the team to run at its full capacity and fulfill its full potentials.

Please check out the uploaded screenshots, which demonstrates all visible parts of the module.

1. Folder tree.
2. Create spreadsheet file
3. Import or Export from MS Excel

4. Sharing

5. Integration with objects in Perfex: contract, proposal, estimate, project, invoice, expense and lead.

6. Integration with Client portal

Demo

Perfex CRM Spreadsheet Online Demo

Set-up

Included documentation will help you upload and activate the module inside Perfex CRM, if you are not aware on how to do it.

Support

Our support team is always around to help. Feel free to raise a support ticket.
Guys from support department will get back to you as soon as possible with a reply, guiding you through any issues.

Changelog

Version 1.0.0 / 2020-11-26

    Initial version

Version 1.0.1 / 2020-12-01

    Fix minor bugs
    Update documentation for integration with objects in perfex: contract, proposal, estimate and project
    Additional integration with: invoice, expense, lead

Version 1.0.2 / 2020-12-03

    Fix minor bugs
    Add drag & drop feature on the folder tree
    Disable perfex shortcuts in the spreadsheet editor

Version 1.0.3 / 2020-12-05

    Fix minor bugs
    Update documents
    Upgrade some features for the editor

Version 1.0.4 / 2020-12-25

    Add web notification and email notification when sharing spreadsheet
    Add configuration feature that allows to enable/disable notification
    Add email templates when sending email notifications
    Added Share and Relate feature in spreadsheet details

Version 1.0.5 / 2020-12-26

    Fix minor bugs
    Optimize some features of the Editor

Version 1.0.8 / 2021-05-18

    Change how spreadsheets are stored. Spreadsheets are stored on physical files.
    Update sharing feature.