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File Sharing module for Perfex CRM

File Sharing module for Perfex CRM

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$59.00

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File Sharing module for Perfex CRM

Introduction

I recently had the opportunity to try out the File Sharing module for Perfex CRM, and I must say that I’m impressed with its features and functionality. As a customer relationship management (CRM) system, Perfex CRM is designed to help businesses manage their interactions with customers, and the File Sharing module takes this to the next level by providing a secure and efficient way to share files with clients, partners, and colleagues. In this review, I’ll go over the module’s key features, pros, and cons, as well as my overall experience with it.

Overview

The File Sharing module is an online file sharing platform that allows users to share multiple files among different groups of people. Files can be sent via email or an URL that can be shared with anyone you want to. The module comes with a range of features, including file management, sharing management, download management, reports, and settings.

Features

The File Sharing module is packed with features that make it easy to manage and share files. Some of the key features include:

  • Web File Manager: A centralized platform for managing files, including uploading, downloading, and deleting files.
  • Sharing To Client: Allows users to share files with clients, which can be accessed through a client portal.
  • Sharing To Staff: Enables staff members to share files with each other.
  • Sharing To Public: Allows public access to files, making it easy to share files with external parties.
  • Download Management: Provides granular control over file downloads, including the ability to set download limits and monitor download activity.
  • Reports: Generates reports on file sharing activity, including downloads, uploads, and access logs.
  • Settings: Offers customizable settings for file sharing, including file manager settings, sharing policy settings, and more.

Pros

  • Easy to use: The File Sharing module is user-friendly and easy to navigate, making it easy to manage and share files.
  • Flexible: The module offers a range of features and customization options, making it suitable for businesses of all sizes and types.
  • Secure: The module provides a secure way to share files, with features like access controls, file encryption, and activity logs.
  • Scalable: The module is scalable, making it easy to grow with your business.

Cons

  • Limited customization options: While the module offers a range of customization options, some users may find the options limited.
  • Some features may require additional configuration: Some features, like file sharing with clients, may require additional configuration.

Conclusion

Overall, I’m impressed with the File Sharing module for Perfex CRM. It offers a range of features that make it easy to manage and share files, and it’s secure and scalable. While there may be some limitations, I would highly recommend this module to businesses looking for a robust file sharing solution.

Rating

I would rate the File Sharing module 4.78 out of 5 stars. The module’s ease of use, flexibility, and security make it a great option for businesses of all sizes and types. While there may be some limitations, I believe that the module’s benefits far outweigh its drawbacks.

Recommendation

I would recommend the File Sharing module to any business looking for a secure and efficient way to share files with clients, partners, and colleagues. Whether you’re a small startup or a large enterprise, this module is a great option to consider.

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Introduction

The File Sharing module in Perfex CRM is a powerful tool that allows your team to collaborate and share files with each other seamlessly. With this module, you can upload, manage, and share files associated with contacts, leads, accounts, and opportunities, making it easier to manage your sales and customer relationships. In this tutorial, we will walk you through the steps of using the File Sharing module in Perfex CRM, from setting it up to sharing and managing files.

Getting Started with File Sharing

To access the File Sharing module, follow these steps:

  1. Log in to your Perfex CRM account.
  2. Click on the "Settings" icon () in the top right corner of the page.
  3. Select "Modules" from the drop-down menu.
  4. Scroll down to the "File Sharing" module and click the "Enable" button.

Uploading Files

To upload files to the File Sharing module, follow these steps:

  1. Go to the "Contacts", "Leads", "Accounts", or "Opportunities" page.
  2. Click on the "Actions" dropdown menu and select "Upload File".
  3. Select the file you want to upload from your computer.
  4. Add a description to the file (optional).
  5. Click the "Upload" button.

Sharing Files

To share files with others, follow these steps:

  1. Go to the "Contacts", "Leads", "Accounts", or "Opportunities" page.
  2. Click on the "Actions" dropdown menu and select "View Files".
  3. Find the file you want to share and click the "Share" button.
  4. Select the users or groups you want to share the file with.
  5. Set the permissions for the file (e.g., view-only or edit).
  6. Click the "Share" button.

Managing Files

To manage files, follow these steps:

  1. Go to the "Contacts", "Leads", "Accounts", or "Opportunities" page.
  2. Click on the "Actions" dropdown menu and select "View Files".
  3. Find the file you want to manage and click the "Actions" dropdown menu.
  4. Select the action you want to take (e.g., delete, download, or share).
  5. Follow the prompts to complete the action.

Best Practices for Using the File Sharing Module

  • Use descriptive file names and descriptions to help others find files easily.
  • Organize files by creating folders and subfolders.
  • Set permissions carefully to ensure that files are only accessible to authorized users.
  • Use the "Delete" feature to remove unnecessary files to keep your file library organized.
  • Use the "Download" feature to save files to your computer for offline access.

By following these steps and best practices, you can effectively use the File Sharing module in Perfex CRM to collaborate with your team, manage files, and streamline your sales and customer relationship management processes.

File Sharing Module Settings

1. File Sharing Settings

  • File Sharing Module: Enable/Disable the File Sharing module
  • File Sharing Path: Specify the path where files will be stored
  • File Sharing Permissions: Set permissions for file sharing (e.g. only administrators can share files)

2. File Upload Settings

  • Allowed File Types: Specify the allowed file types (e.g. pdf, docx, xls)
  • Maximum File Size: Set the maximum file size that can be uploaded
  • File Upload Directory: Specify the directory where uploaded files will be stored

3. File Download Settings

  • Download File Path: Specify the path where downloaded files will be stored
  • Download File Permissions: Set permissions for file downloads (e.g. only owners can download files)

4. File Sharing Permissions

  • Owner: Set permissions for the file owner (e.g. can share, can edit, can delete)
  • Admin: Set permissions for administrators (e.g. can share, can edit, can delete)
  • User: Set permissions for regular users (e.g. can view, can download)

5. File Sharing Notifications

  • File Shared Notification: Enable/Disable notifications when a file is shared
  • File Downloaded Notification: Enable/Disable notifications when a file is downloaded

Here are the features of the File Sharing module for Perfex CRM:

  1. File Management:
    • Web File Manager
    • Sharing files with clients
    • Sharing files with staff
    • Sharing files with the public
  2. Sharing Management
    • Manage sharing permissions for clients, staff, and the public
  3. Download Management
    • Manage file downloads by clients, staff, and the public
  4. Reports
    • Generate reports on file sharing and downloads
  5. Settings:
    • General settings for file sharing
    • Sharing policy settings
  6. Client Portal:
    • Web File Manager for clients
    • Sharing files with the company for clients
  7. Trash Feature
    • Delete files and move them to the trash can
  8. File Sharing with Customers
    • Allow customers to share files with the company in the Client Files folder
  9. Public Folder
    • Create a public folder for sharing files publicly
  10. File Preview
    • Allow file preview for certain file extensions (doc, docx, xlsx, xls)
  11. Secure Files
    • Support for securing files using hashes (md5, sha1, etc.)
  12. Hidden Files
    • Allow admins to hide files in settings
  13. Edit File Permission
    • Allow admins to set edit file permission in settings
  14. Mount FTP
    • Allow uploading and downloading files using FTP

Note that some features may have been added or updated in later versions, and this list may not be exhaustive.

File Sharing module for Perfex CRM
File Sharing module for Perfex CRM

$59.00

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