Introduction
The Mention and Tag module for Perfex CRM is an essential feature that enhances team collaboration, customer communication, and document management. As a developer, I’ve had the pleasure of trying out this module, and I must say that it’s extremely useful. In this review, I’ll be diving into the key features, set-up, support, and changelog to provide a comprehensive overview of what this module offers.
Key Features
The core functionality of Mention and Tag is to allow users to create discussion topics by using the @ symbol to mention team members, or by using # to mention specific tasks, projects, invoices, payments, and other relevant entities. The screenshot below shows an example of how to @mention team members and associate them with specific tasks and projects.
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Introduction to Mention and Tag in Perfex CRM
Perfex CRM is a powerful customer relationship management tool that helps businesses streamline their sales, marketing, and customer service efforts. One of the key features of Perfex CRM is the ability to mention and tag contacts, leads, and organizations. This feature allows you to quickly identify and categorize important contacts, track conversations, and prioritize tasks.
In this tutorial, we will explore the basics of mentioning and tagging in Perfex CRM, including how to add mentions and tags, manage mention and tag lists, and use them to filter and search contacts.
What are Mentions and Tags?
Mentions are a way to bring attention to a specific contact, lead, or organization within a conversation or task. When you mention a contact, it creates a notification that alerts the contact that they have been mentioned in a specific conversation or task. Mentions are a great way to ensure that the right people are aware of important updates and changes.
Tags are a way to categorize and label contacts, leads, and organizations with specific keywords or categories. Tags can be used to filter and search contacts, making it easy to identify and prioritize important contacts.
How to Add Mentions and Tags
To add a mention or tag, follow these steps:
- Log in to your Perfex CRM account and navigate to the Contacts, Leads, or Organizations tab.
- Select the contact, lead, or organization you want to mention or tag.
- Click on the "Mention" or "Tag" button next to the contact's name.
- In the "Mention" or "Tag" window, type in the name of the contact, lead, or organization you want to mention or tag.
- Select the contact, lead, or organization from the list of suggestions.
- Click "Add" to add the mention or tag.
How to Manage Mention and Tag Lists
To manage your mention and tag lists, follow these steps:
- Log in to your Perfex CRM account and navigate to the Contacts, Leads, or Organizations tab.
- Click on the "Mentions" or "Tags" tab.
- In the "Mentions" or "Tags" window, you will see a list of all mentions and tags you have created.
- To edit or delete a mention or tag, click on the "Edit" or "Delete" button next to the mention or tag.
- To add a new mention or tag, click on the "Add" button and follow the steps above.
How to Use Mentions and Tags to Filter and Search Contacts
To use mentions and tags to filter and search contacts, follow these steps:
- Log in to your Perfex CRM account and navigate to the Contacts, Leads, or Organizations tab.
- Click on the "Filter" button next to the search bar.
- In the "Filter" window, select the "Mention" or "Tag" filter option.
- Choose the mention or tag you want to filter by from the list of options.
- Click "Apply" to apply the filter and view only the contacts that match the mention or tag.
- To search for contacts with a specific mention or tag, type in the mention or tag name in the search bar and press enter.
Conclusion
In this tutorial, we have covered the basics of mentioning and tagging in Perfex CRM. We have learned how to add mentions and tags, manage mention and tag lists, and use them to filter and search contacts. By using mentions and tags effectively, you can streamline your workflow, prioritize important contacts, and improve your overall customer relationship management efforts.
Mention Settings
To configure Mention settings in Perfex CRM, follow these steps:
Mention Settings: Enable Mentions
- Enable Mentions: Yes
- Mention Format: @username
- Mention Color: #ff69b4
Tag Settings
To configure Tag settings in Perfex CRM, follow these steps:
Tag Settings: Enable Tags
- Enable Tags: Yes
- Tag Format: #tagname
- Tag Color: #008000
Note: You can customize the mention and tag settings according to your preferences and requirements.
Here are the features about Mention and Tag for Perfex CRM:
- @Mention: Create discussion or support topics by mentioning someone using @.
- Mention in posts: Create topics that mention someone and relate to tasks, projects, contracts, invoices, payments, or supports.
- Mention in comments: Use @ to mention someone or # to mention tasks, projects, invoices, payments, or supports in comments.
- Notifications and emails: When someone is mentioned, they will receive a notification and an email.
- Client Portal integration: Customers can discuss and use @mentions on the Client Portal.
- Task and project mention: Mention tasks and projects in posts and comments.
- Invoice and payment mention: Mention invoices and payments in posts and comments.
- Support mention: Mention supports in posts and comments.
- Contact mention: Mention contacts in posts and comments, and select them to discuss with customers.
- Documentation and support: Included documentation and support from the developer's team.
- Demo availability: Demo available for the module.
- Changelog: The module has a changelog, with version history and update notes.
Tagged: Perfex CRM, @Mention, Mention and Tag, Client Portal
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