Mindmap module 1.0.5 for Perfex CRM

Introduction to Mindmap Module for Perfex CRM

The Mindmap module for Perfex CRM is a powerful tool that helps you visualize and organize your data in a non-linear and intuitive way. It allows you to create a map of interconnected ideas, tasks, and relationships, making it easier to brainstorm, plan, and collaborate with your team. In this tutorial, we will guide you through the steps of using the Mindmap module to enhance your Perfex CRM experience.

Prerequisites

Before you start, make sure you have the following:

• Perfex CRM version 1.0.5 or higher
• Mindmap module installed and enabled in your Perfex CRM instance
• A basic understanding of Perfex CRM's functionality

Tutorial: Using the Mindmap Module for Perfex CRM

Step 1: Accessing the Mindmap Module

To access the Mindmap module, follow these steps:

1. Log in to your Perfex CRM instance.
2. Click on the "Modules" button in the top navigation menu.
3. Click on the "Mindmap" module.
4. You will be redirected to the Mindmap dashboard.

Step 2: Creating a New Mindmap

To create a new Mindmap, follow these steps:

1. Click on the "Create New Mindmap" button on the Mindmap dashboard.
2. Enter a name and description for your Mindmap in the respective fields.
3. Choose the type of Mindmap you want to create: "Task", "Project", or "Note".
4. Click on the "Create" button to create the Mindmap.

Step 3: Adding Nodes to the Mindmap

To add nodes to your Mindmap, follow these steps:

1. Click on the Mindmap canvas to create a new node.
2. Type in the node's title and description in the respective fields.
3. You can also add a task, project, or note to the node by clicking on the corresponding icon.
4. Use the drag-and-drop functionality to move the node to the desired location on the Mindmap.

Step 4: Creating Relationships between Nodes

To create relationships between nodes, follow these steps:

1. Select a node by clicking on it.
2. Click on the "Create Relationship" button.
3. Choose the type of relationship you want to create: "Task", "Project", or "Note".
4. Select the node you want to create the relationship with.
5. Click on the "Create" button to create the relationship.

Step 5: Customizing the Mindmap

To customize the Mindmap, follow these steps:

1. Click on the "Settings" icon (gear icon) on the top right corner of the Mindmap canvas.
2. Use the settings menu to customize the Mindmap's appearance, such as changing the node colors, font sizes, and shapes.
3. You can also add custom images, icons, or logos to the Mindmap.

Step 6: Collaborating with Team Members

To collaborate with team members, follow these steps:

1. Share the Mindmap with team members by clicking on the "Share" button.
2. Choose the team members you want to share the Mindmap with.
3. Set the permission level for each team member: "View Only", "Edit", or "Admin".
4. Click on the "Share" button to share the Mindmap.

Step 7: Exporting and Printing the Mindmap

To export or print the Mindmap, follow these steps:

1. Click on the "Export" button on the top right corner of the Mindmap canvas.
2. Choose the file format you want to export the Mindmap in: PDF, PNG, or SVG.
3. Click on the "Export" button to export the Mindmap.
4. To print the Mindmap, click on the "Print" button and select your printer settings.

Conclusion

Congratulations! You have completed the tutorial on using the Mindmap module for Perfex CRM. With these steps, you should now be able to create, customize, and collaborate with your team using the Mindmap module.