Mention and Tag v1.0.2 for Perfex CRM help you create discussion or support topics, when using @ to mention someone or using # to mention tasks, projects, invoices, payments, supports, …
Please check out the uploaded screenshots, which demonstrates all visible parts of the module.
- Post topics that mention someone and relate to task, project, contract, invoice, payment, support, etc.
- Comments on topics, on comment can use @ to mention someone or # to mention task, project, invoice, payment, support, … Use # will also select Contact to discuss with the customer
- When someone is mentioned will receive a notification and an email.
- On the Client Portal, customers can discuss and use @mention.