“Staff Outsource and Resources Booking module for Perfex CRM” Documentation by “modulesic” v1.0

“Staff Outsource and Resources Booking module for Perfex CRM”

Created: 02/05/2020
By: Derek Armstrong
Email: info@modulesic.com

Thank you for choosing Staff Outsource and Resources Booking module for Perfex CRM. If you have any questions that are beyond the scope of this help file, please feel free to email us via contact form here.

Table of Contents

  1. Upload & activate the module
  2. How to use Staff Outsource and Resources Booking module

A) Upload & activate the module - top

  1. Extract your downloaded file contens. You will notice a folder called "documentation" and a new zip file, called "upload.zip". Since "documentation" folder contains this readme file and helpful instructions that are not needed in your Perfex CRM's installation, we will focus on the "upload.zip" file.
  2. "upload.zip" contains the module files (in a module format) that you upload in Perfex CRM's Modules installation section.
  3. Go to your Perfex CRM's Admin area and select the following menu item: SETUP > MODULES.
  4. Select the extracted upload.zip at Module installation selection prompt and press INSTALL.

  5. Find the newly installed module and press ACTIVATE.
  6. You will be told that module is successfully activated.

    7. That's it! You are now ready to start using the module.


B) How to use Staff Outsource and Resources Booking module - top

    Once module is activated, a new menu item will appear at the right column of your Perfex admin area:

    The actual functionality of the module includes Resources groups which can be created through this area:

    Upon a new group creation, you will be able to assign any Staff member as a 'Resource', making it active or inactive:

    and then assign this resource to your Resources group, making it available for booking:

    You can create new bookings through 'Booking' menu:

    Lastly, you can generate reports from the Reports menu:

    and also export data or list/search groups/bookings in every menu or view your bookings under a Calendar:


    Once again, thank you so much for purchasing this module. We will be glad to help you if you have any questions relating to this module.
    Please visit Support Ticketing Area in case you run under trouble and you need assistance.
    A member of our team will get back to you as soon as possible (TAT 1 workday).

    Themesic Interactive

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