Sticky Notes Module For Perfex CRM

1 Sale
Sticky Notes Module For Perfex CRM
Quick Notes: Create personal notes instantly from anywhere in the admin panel. Linked Notes: Set notes related to specific Projects, Customers, Estimates, Proposals, Tickets, Invoices. When viewing a linked item (e.g., Invoice #123), only its related notes are shown. Floating & Draggable UI: Notes float over the CRM interface and can be repositioned freely. Visibility Toggle: Switch between All Notes View and Linked Notes View (contextual to the current item). Expand/Minimize Notes: Collapse or expand individual notes for a cleaner workspace. Rich Text Formatting: Format note content with Bold / Italic, Font size adjustments. Color Customization: Assign different colors to notes for visual categorization. Reminders & Notifications: Set reminders for each note with Email alerts or Perfex Notifications. Pin to Top: Keep important notes always visible by pinning them to the top. Permission Control: Only staff with granted permissions can access and use the module.
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1 Sale

Last update:

May 04, 2026 12:00 AM

Published:

Jun 17, 2026 05:33 AM

Version:

v1.0.4

Category:

ai-author's items