62 comments found.
One question, is there a prevention from file to be deleted from an employee?
That happens on permissions level (straight from Google).
couldnt make it work! It doesnt create automatically the config folder, and after doing it manually it starts to loop to an unknown page.
Please work your issue with the support team. This is not the default and expected behavior of our module.
Hi, we are inquiring about the suggestions commenter @ZENICS gave you 4 months ago. We too need these same feature abilities:
1. Be able to create folder and sync just the specific folders.
2. Real-Time Collaboration, editing in real-time with assigned user on file.
3. Be able to share specific file with staff and customer.
4. Creating notification on customer platform that they have a documentation that needs review or checked.
5. Create an email template for clients/staff when we are sharing documents. It goes through with a branded email with the Google Linked attached.
What is the status of these needed improvements?
Thanks for the upvote.
We have already added most of them in our evaluation board. We will notify this comment in case they are added to our backlog.
can you assign docs or spreadsheets to customers accounts?
If you add their emails in the shared list, they will gain direct access through their Google account. We inherit permission system of Google.
Any plan to add google calendar synchronization on this module?
Thats not currently on our plans – but it might be added in a future version.
Hello, can you add Gmail integration as well?
I know you have a mailbox module, but it doesn’t work well with Gmail. I have it, tried it, and not much, but if you make the integration here with Gmail, it would be awesome.
Our Mailbox module works flawlessly with Gmail IMAP.
Gmail integration is kinda outside of this module’s scope.
Nope, it doesn’t, and I tried so many ways with no use! Anyway, I made my peace with it, so no worries.
Its a pity. We have tons of working examples with Gmail’s IMAP. You shall consider asking for help from the support team.
Hello. I purchased this plugin extension for Perfex, but I’m having some issues getting it to work. I sent a support ticket yesterday, but I haven’t received a response. Can you please check it? Thanks
Hello.
Support team will get back to you during item’s support estimated turnaround time.
Hello. I’m waiting for your assistance to resolve the issue. Thanks.
Please bare with us for a response by the support team, under this item’s TAT.
Will it work with Free Google Accounts (Gmail Accounts) or Google Workspace only with the Official Domain based IDs Only.
Yes, it works with the free version aswell.
When will you include gmail?
This is not a mail client – we have another module for Gmail and related services (Mailbox module)
I purchased the Google Workspace Integration Module for Perfex CRM. However, I am facing an issue where I am unable to edit Google Docs, Sheets, Forms, and Slides within Perfex CRM. While I can view the files, the editing functionality does not seem to be working. I have checked the API configuration and permissions, but the issue persists. Could you please provide guidance on how to enable editing within the module?
Please raise a support ticket within support area so our engineers can help you with your local issue.
My support expired January… and i dont want to create a ticket because i checked your demo as there also this problem exist
There is no demo of this item – as one would contain sensitive information.
Please consider renewing your support plan in case you need technical assistant by our support team.
Its sales here, we cannot do much. I csn confirm that things should work as expected and what you claim is not being reproduced at the local copy I just tested.
Did you added the feature as Share entire google folder? And Staff can also create doc or sheet as they want inside the shared folder?
An ongoing update will be launched within February, introducing Google Drive, Slides and Forms support.
And Staff can also CREATE doc or sheet as they want inside the shared folder and all other member can see those have that folder shared?
Thats correct.
Any plan to add one drive? microsoft produts ?
One Drive is currently on our to-dos (with no ETA yet), but Microsoft Products are not.
Hello, if I have a constantly updating google sheet – is it possible to use this module to upload data from it to the leads section (without module I can import leads via csv). and is there any way to separate already imported leads from new ones?
Our module is dynamically connected with your Sheets through Google Drive/Sheets API. Changes (even real time ones) are supposed to be seen instantly inside Perfex.
this is not exactly the answer to my question. does sync work with leads section or not? I need info from google sheets to be loaded into leads. IMPORTANT: I don’t have the ability to change column names in the source table. will it work in my case?
Your question was not answered as its outside the scope of our module.
Our module is not related to the leads section at all – it enables seamless two-way synchronization between Google Sheets, Google Docs and Perfex CRM, empowering you to Create, Edit, and Manage Spreadsheets effortlessly, right from your Perfex CRM dashboard.
Hello, good morning.
The support period is about to end since I purchased the plugin, and unfortunately, I haven’t been able to use it because I haven’t been able to configure it properly or make it work on my installation. What would be the solution? Can you refund the money or fix the problem?
I really appreciate that you always respond to my support tickets and I value the time dedicated, but so far the issue I have hasn’t been resolved.
I only have 10 days of support left, so I would appreciate a prompt solution.
Please raise a support ticket within the support portal.
Team will help you with the issue you are locally facing, as long as you created this ticket within the support time left.
Ticket #44265 thank you very much, it’s the Tickets. Created 08/06/2024
I checked this with the support team – This ticket’s replies were provided during an average of 1 business day.
Please bare with the support team for a reply under this item’s support TAT for the question you raised one hour ago.
Is there support for this product? I created a ticket and nothing! Where is the documentation to let us know how to set up the app in google console? Or how do I get a refund?
Hello.
Its weekend mate – please bare with the support team for a reply. The turnaround time of our support team can be found at the Support tab of item’s page.
And yes, our documentation mentions everything. Thats supposed to be included in the zip file you downloaded – please give a closer look.
The refund policy of the marketplace can be found here
It’s a good start, I just purchased your script, but a lot of features that might be really beneficial to this is missing. So here are my suggestions.
- Be able to create folder and sync just the specific folders.
- Real-Time Collaboration, editing in real-time with assigned user on file.
- Be able to share specific file with staff and customer.
- Creating notification on customer platform that they have a documentation that needs review or checked.
- Create an email template for clients/staff when we are sharing documents. It goes through with a branded email with the Google Linked attached.
I hope you consider these. Thanks
Thanks for your suggestions – they were noted.
if i create folders in google drive, do they show up in Perfex in the addon file list page ?
Our module will fetch your Docs/Sheets and not your account’s structure.
Hi is it possible to add relations to clients and projects?
Thats not something that comes prebuilt, but it can achieved with the help of a developer.
hello, can we use multi google drive account by using this module?
One account can be connected there to have its files fetched – but multiple accounts can access the sheets/docs, according to the sharing options of them.
I love this!!! but can you do it for Gmail? It would be great to have this but for gmail!!! I am impressed!
Our module works currently with Spreadsheets and Dos.
How much would it cost to do one for gmail?
Please contact us through our profile’s contact form in order to receive a customization quote.
- Dont forget to include your project’s brief.
i think i finally found the themesic module that can help me. with my presales answer of seasability with out sending me to the support forum as i havent bought this yet and need to make sure it works before i buy and submit a ticket
i have ready made fillable pdf forms .. what i want to do is have a place in perfex where my users can fill them out and the data be available in my perfex dashboard or better yet sent to google sheets are available offline in the even that we dont have an internet connection
i already bought the zapier module from you so im assuming that with that i can have my users fill out the jotforms and pull the data into perfex crm or into google sheets
please advise here is my form https://form.jotform.com/243056007468052
Hello.
This module is related to Google Spreadsheets and Docs – You might be able to connect your JotForm using our API module.
