---
title: "Memos for Perfex CRM"
date: 2026-03-07
author: "Jeroen Moolenschot"
---

# Memos for Perfex CRM

**Version:** 1.0.0  
**Author:** Cloudmill  
**Support:** [support@cloudmill.nl](mailto:support@cloudmill.nl)
---

 
## 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

 Administrators can adjust global settings via Memos > Memo Manager 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.