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Discussion on Performance Module for Worksuite CRM

Discussion on Performance Module for Worksuite CRM

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ajay138 supports this item

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7 comments found.

Hello, does this module work like KPI or something?

You check the video of it on our youtube channel. Search performance module worksuite on youtube

zaynyi

zaynyi Purchased

I have newly downloaded this module, but version was 1.0.1 not updated version (1.0.11). Why and where I can download to get latest updated module version?

zaynyi

zaynyi Purchased

Currently updated version is 1.0.12 and I downloaded the latest is just 1.0.11. Please check in “Download file” area.

Download again

zaynyi

zaynyi Purchased

Thanks, I got it latest.

Great work!

can you send me the link to buy for WORKSUITE SAAS?

We have shared the link multiple times every where you asked https://1.envato.market/worksuite-saas

Can we request Feature connect to task, so we can monitor which task connect to which goal

This feature is not available now.

Thank you

Good morning, I have a question. I have the project system. Can I integrate it with the CRM? If I purchase it separately, how do I integrate the two databases? or can I integrate this performance module?

Do you have worksuite or another crm.

Thank you

yes, I have WORKSUITE – Project Management, and Can I integrate it with the CRM? If I purchase it separately, how do I integrate the two databases? or can I integrate this performance module?

This module will work only with worksuite. Just check the installation documentation for installing the module on worksuite

Good work! However, in the Roles & Permissions section, we need to disable the performance module for a specific role. Currently, the setup does not include this feature. As a result, the Performance Tab is visible to all parent user roles, including the role we have cloned.

Additionally, we need one more default role, ‘Manager,’ alongside Admin, Employee, and Client. This will help differentiate between Employee and Manager permissions, reducing confusion. Currently, we need to clone any of the three default modules for other roles since only three are available in the Module Settings. Adding another default role will provide a smoother and clearer approach.

You can disable Performance module for specific role by – Settings -> Module Setting -> Click on role to disable/enable module. And uncheck the Performance module. You can create any role but it will not default. But you can give that role any permission. For more details contact via support ticket.

Thank You

No, please check in Roles & Permissions. In the module, yes, we can make changes, but all sub-roles created under the employee role will be affected.

Please contact us via a support ticket. We will share screenshots and a short video to clarify the issue better.

Thank you

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