Memos for Perfex CRM

1. Introduction

The Memo Manager is a lightweight, fast, and searchable module seamlessly integrated with Perfex CRM. It allows staff members to quickly capture ideas, meeting notes, AI Prompts and code snippets, while organizing and sharing them effectively within the team. 

2. Installation

Follow these steps to install the module in Perfex CRM.

Step 1 – Download

Download the module ZIP file from CodeCanyon.

Step 2 – Upload the Module

Log in to your Perfex CRM Admin Panel and navigate to: Setup → Modules

Click Upload Module and select: memos.zip

Step 3 – Activate the Module

After uploading, click Activate to enable the module.

Step 4 – Configure Permissions

Navigate to: Setup → Staff → Permissions

Enable the Secure Messages permission for the staff members who should be allowed to create and manage memos.

3. Features

Quick-Composer: Capture memos instantly using the fast editor on the main page.

Hashtag Organization: Use #hashtags in your text to automatically categorize and filter memos.

Customer Linking: Link memos to specific customers to build a chronological log directly on the client profile.

Pin Function: Pin important memos to the top so priorities always stay in view.

Attachments: Add files and images to your memos.

Code Snippets: Support for code blocks with syntax highlighting (e.g., PHP, JS, SQL, HTML).

Emoji Reactions: Team members can react to memos using various emojis.

4. Usage

Creating a New Memo

Use the "New Memo" text area at the top of the page. You can type your text, add attachments, or select a customer to link the memo. Click Save to publish the memo.

Organizing with Hashtags

By simply typing # followed by a word (e.g., #meeting), that word is saved as a tag. You can click these tags in the sidebar to instantly see all related memos.

Visibility

When creating a memo, you can choose between:

• Private: Visible only to you.
• Public: Visible to all staff members with the appropriate permissions.

5. Settings

Default Visibility: Set whether new memos are Private or Public by default.

File Size: Determine the maximum size for attachments.

Retention Policy: Set how many days memos should be kept before automatic deletion (set to 0 to disable).

6. Changelog

Version 1.0.0 – March 2026

Initial release.

Features include:

• Quick-Composer
• Hashtag Organization
• Customer Linking
• Visibility Management
• Pin Function
• Attachments
• Code Snippets
• Emoji Reactions
• Live Search
• Retention Policy
• Support for 20+ languages, including:  
  • Brazilian Portuguese
  • Bulgarian
  • Canadian French
  • Catalan
  • Chinese
  • Czech
  • Dutch
  • English
  • Finnish
  • French
  • German
  • Greek
  • Indonesia
  • Italian
  • Japanese
  • Norwegian
  • Persian
  • Polish
  • Portuguese
  • Romanian
  • Russian
  • Slovak
  • Spanish
  • Swedish
  • Turkish
  • Ukrainian
  • Vietnamese

7. Known Issues

Emojis appearing as ????
If emoji reactions or emojis in text are not displayed correctly (appearing as question marks), it is because your Perfex installation's database settings do not support 4-byte characters.

Solution: (Always create a full backup of your database and files before making changes!)

Open the file public_html/application/config/app-config.php.

Locate the following lines:
define('APP_DB_CHARSET', 'utf8');
define('APP_DB_COLLATION', 'utf8_general_ci');

Change them to:
define('APP_DB_CHARSET', 'utf8mb4');
define('APP_DB_COLLATION', 'utf8mb4_unicode_ci');

Save the file. New memos and reactions will now display emojis correctly.