Note: It is module for Perfex CRM. It is not a standalone script.
Tasks Bookmark Module for Perfex CRM, helps you categorize your tasks into bookmark lists so that they can be easily grouped / searched and prioritized.
Here’s how it works:
Once the module is activated, a new menu item will appear in the right column of your Perfex administrative area, called TASK MARKERS
Clicking on it will bring up the task bookmark page, where you can create a new bookmark:
Create your first bookmark by adding a name, icon, and color to it:
Each bookmark you create will be listed next to each task in a new column, so you can easily add a task to it:
You’ll also be able to check this box in the dashboard so that all of its elements are visible on the main screen:
and of course, sort all the tasks by Bookmark:
Documentation and support
The included documentation will help you upload and activate the module in Perfex CRM if you do not know how to do it. Our support team is always around to help. Feel free to collect a support ticket with us support area.
The guys from the support department will contact you as soon as possible with an answer that will guide you through all the problems.
Download Link Bookmarks for Tasks – Perfex CRM module to organize your tasks in bookmarks
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