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Discussion on Spreadsheet Online for Perfex CRM

Discussion on Spreadsheet Online for Perfex CRM

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136 comments found.

Hello!

Please note that even in your demo, when opening a file, you can’t scroll down anymore. Macbook pro 13 – macOS 10.15.5 Safari 13.1.1

Also, on mobile, iphone 7, when you open a file, you can only see it on half of the screen. It’s practically unusable. The buttons are off the screen and the scrolling issue is also present. You can’t scroll anything else other then the excel cells. Not even the menu can’t be scrolled once drop-downed.

Please note that all the issues are by testing your demo and also, by testing on mobile both vertically and horizontally (same story).

And also please check the share function or at least the button. It’s very confusing to select a file and then click share. The share function should be built in the excel view.

Please try to make it responsive friendly.

Thank you!

Thank you very much! We will upgrade and improve!

Hello,please: how to open/use just the spreadsheet in full view ?

currently the amout of screen available for data is to small .

there should be a hotkey or menu “open/edit in full screen”

also checkbox on settings “open full screen by default”

thanks and good work

(actually the lack of this usability feature stops me from buying it)

Thank you, we will upgrade this feature!

hello, spreadsheet it’s also inside project?

That’s right! Thanks!

Hello

I have the same issue as gagyam.

Both file owner and receipt with share access can edit the file once. After that a blank grey page appears on both sides.

You can import the external file (.xlsx file). Can you share your teamviewer/anydesk via Item Support email, we will assist you!

hello also when activing your module, the content of the client side dissapear please guy can you really test your apps ? Thanks

Sorry! I have uploaded the latest version, please download the latest version from codecanyon! Thank you very much!

May i know which control or backend the spreadsheet is using? since i want to make a reporting tools which can data binding to the rich text editor or in document formation for reporting. Or do you charge for customisation? Many thanks

You can make your own reports on this module! Thanks!

Purchased, downloaded and installed. All went well. Site admin created folder, and file (with some content) with that folder, all went well Site admin shared folder and file with one staff and one customer, all went well

client and staff: can see the shared folder, and sub file, however when clicking on it, nothing happen and file is not loading.

by the way, i noticed the same in the demo … thought it is a restriction in the demo itself. However same issue is with my install now.

please resolve or refund

Another question: how to revoke sharing permission? it is not documented in the help files and no clear setting/page to do it

Thanks

Can you share your teamviewer from around 9am to 2pm (according to your time zone)? You can send email via Item Support (tab Support -> Contact Author). We will assist you quickly! Thanks!

Issue is solved after upgrading Perfex to latest version. Also, tech support was there with me online to make sure all is good and working.

I was frustrated before because I was badly in need for it to work :).

Merry Christmas to all from another happy customer.

Thank you! Merry Christmas! :)

a query, does the filemanager system associate with a client / user when you share files? and the client can see the uploaded files?

also can you upload another type of document other than excel?

You can share files/folders for employees and customers. Customers can see it on the Client Portal. In addition, you can integrate file/folder into proposal, estimate, lead, invoice, project, contract, ticket, ... Currently this module is focusing on spreadsheet, so it supports Excel. We will have other modules that will support different types of documentation! Thanks!

Hi! Demo page not working.

An Error Was Encountered The action you have requested is not allowed.

I checked the demo page, it is still working fine! Thanks!

Congratulations! Nice Work, GLWS :)

Great Work, Congratulations GLWS :)

Congratulations! Nice Work, Good Luck with Sales :)

Very interested in this, but the online demo throws an error when trying to login.

Thanks! :) I check that the demo page is still working fine!

Very useful module, congratulations!

Hi, the accounting module realease? best regards

We’re still working on it! Sorry about this delay! Wish you sympathize!

Cool work. Good Luck :)

Good module but i detect issues, can u add a Duplicate button, sometimes the new excel file does not work, the screen is blank. The Save As button doesn’t work, the print button doesn’t work. When I create 1 Excel, I cannot create more. Fix problems when you can!

You can also email us via item support so we can help you quickly! Thanks! :)

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