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Discussion on Staff Outsourcing & Smart Resources Booking module for Perfex CRM - Outsource your employees

Discussion on Staff Outsourcing & Smart Resources Booking module for Perfex CRM - Outsource your employees

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32 comments found.

Is this module still actively being developed with more features for the future? There seems to have been virtually no changes since the initial release, which leaves me hesitant to purchase.

Yeap. Last update was performed a couple weeks ago.

Pre-sales question: can our customers and client make a freelancer booking from the frontend? Thanks

Hello.

In the current version, only staff members can allocate resources.

I have the SaaS module installed. Will this allow the Tenants of the SaaS to be able to book my staff for a resource?

All third party modules can be included (as available) in Plan Management of our SaaS module.

Admins of the tenant installations that fall in the same plan, can activate them with the respective license key, making their functionality available to the whole installation.

Hello, I would like to know if this module could help me with the following:

I have a group of managers who each have assigned sales representatives. In the leads and clients section, I need to be able to filter to view how the sales representatives are performing. As a manager, would this be possible?

Our module’s scope is resources booking.

Please try our product’s online demo – what you see there is what you will get.

i want to order this this module it looks amazing. I just got some more questions.

- is it possible to connect a booking with a client? I want to use the booking as a tool for my sale guy to visit a client

- If i book an appointment for person A , doest person B sees the booking if you didn’t tag him?

- is it possible to connect a booking with a proposal?

- is this calendar a calendar of bookings for that person u book it in?

The best way to ensure that our module will fit your needs, is to try its online demo.

What you see there is what you will get. Whats not there, will need to be custom developed according to your own needs.

Ps: thanks for your kind words.

Hi there, can double bookings be avoided? I really need this to avoid any resource being able to be booked at the same time for effective resource management. TIA.

Your module’s copy shall work just like our demo. You are supposed to receive an exact copy of its files and functionality.

How can i use this to avoid double booking…when a staff has been booked for lets say 7am – 3pm…if i try to book that same staff for 10am – 12pm for instance the system should not allow me do that. Please where do i set this

Hello.

Feel free to ask our support team regarding your support question.

They’ll get back to you with an accurate technical reply – its sales here.

hi, i have tested demo, but i can saw how allocate resource to a project? there are a way to do this ? if not, is under your considerations for future versions ?

This is not included in our current plans, however, it will be considered for a future integration.

Thank you.

Does your plugin support a situation where a parent company can outsource staff to various specific clients and manage those staff and thier records under those specific clients.

Please check our module’s screenshots and brief description.

Flow shown there is what you will exactly get. Nothing more, nothing less.

I just purchased it, and it is perfect. Is there any type of option like we can add the resource email and he/she can communicate on the task we will give him/her?

Feel free to ask our support team regarding your support question. Theyll get back to you with an accurate technical reply – its sales here. Support area details can be found at the Support tab of item’s page.

Ok

Thanks for the understanding

Its possible to give the clients the ability to book depeending on the product? In the case, they should see just if the timeslot is available or not.

Thats a module handled by admins, at admin area. Customers area is not involved at any way, at the current version, as the scope of the module is to help companies to outsource their staff members’ time, by providing an efficient way of managing their outsourced resources inside Perfex’s admin interface.

Hello, I really like the look of your product, however, does it have the ability of the external resource to accept the booking?

So administrator or HR Manager adds booking to a group Ideally, on booking, identify the number of positions needed. Whoever in the group is available to pick up the work agrees to it Adds it to the person’s calendar. Once positions have been filled – stop people booking on.

As this would solve a huge gap for us, or if you are able to custom make this plugin please can we discuss this?

Hello.

Thats something not included in the scope of the module’s actions.

I do understand that this is a mandatory functionality for your business, but this is not something general audience considers as a deal-breaker factor, thus we havent implemented it at all, as there is no volume of requests for it.

Every CodeIgniter developer should be able to provide such a customization – our module is open source and follows HMVC architecture.

do you think it could do this?

1. Objective is to have a visual representation of all the installation teams 1. When are they scheduled and for 2. How long 3. Quick scheduling reference 1. ¼ day 2. ½ day 3. ¾ day 4. Full Day 4. All the above displayed visually

not sure what TAT support means BUT I AM a customer – I have put in a 2nd helpdesk support request 9 HOURS ago and NOT a word from any support team. I was to demo this to a client tomorrow and it IS NOT WORKING as per advertised… maybe is that why you have no demo? YES I AM PISSED off its been 2 weeks and it does not populate calendar – I have suppled admin login details and disabled ALL other modules…. PLEASE support your paying customers

We do support, respect and appreciate paying customers, but for the ones who ignore support policy (which was there and crystal clear prior purchasing the item, and you had the chance to check it aswell before placing the order) and our team’s efforts, it might be better to look for an alternative, more-closer to their needs software and vendor, to cover their needs.

The TAT of support tickets is 24hrs max, during business days, and as far as I understand, thats not working for you now because you probably missed reading it, prior purchasing the item.

Please raise a refund request if you are not willing to comply with the support terms, so we can refund your order.

HI THERE I bought the module, but it is in Turkish, it shows, I am installing, I do not have Turkish.

thanks.

English language is provided by default.

You can translate the module’s language terms, just like you translate the language terms of the CRM (lang files).

If you need support, feel free to ask our support team with a ticket within our support area ( https://themesic.com/support/ )

Hi,

I already have this script PERFEX license, i want to make sure that this module will work fine with this – https://codecanyon.net/item/staff-outsourcing-resources-booking-for-perfex-crm/26539369

i am looking for – booking module for perfex

Please let me know about this, thanks a lot

Hello.

Yes it will.

I did not understand if this module is visible only on the administrator side or also on the customer side, thanks

This is not actually a “NO”, as there is no need to apply things on customer’s side, for a module that is supposed to manage the staff team’s outsourcing.

Adding things in the frontend is completely outside of the scope of the module. Asking such a question means that you were probably confused with the module’s purpose and just because of that, we prompt you to take full look of the videocast in order to understand the purpose of it completely.

I understand well the purpose of the module, thank you. There are many different business activities and some of these (like mine) provide exactly this function on the customer side. Anyway, thank you for your reply, I have read that you may accept customizations in private. Greetings

Cheers!

If I am booking outsourced staff, it seems odd to not have a way to schedule them against specific tasks… For example, the “Purpose” dropdown should allow the option to select a task OR enter a custom title. Please advise as this would solve A LOT of issues with Perfex and scheduling/planning resources for the different projects/tasks within the system and being able to see it in a calendar view with different colors per staff so me, as the manager can see what everyone has assigned that week and know whether or not I can add more tasks to their day/week and even have them plan out their own week with the tasks they are assigned too.

Thanks for the feature request. We will consider this, in case a heavy number of identical requests for this need arises.

Well on this page alone out of 16 comments – 5 are about assigning the resource to a project/task specifically – over 25%

Do you all do custom development? How can I get a quote on custom development for some things??

Please contact our sales team through our profile’s contact form, for a custom development quote.

Hi, is there a possibility to add a booking to a project/task?

Hello and thanks for your suggestion.

Of course, everything is possible when it comes to coding. However, this module affects also others, not only your specific requirements, thus, unless a heavy number of identical requests arise, our team will not implement such a functionality.

Please can you give me a demo access

Our videocast showscases a real-demo usage.

Hello, I looking for the demo, and there is any direct contact. thank you

Here’s what our module offers: https://www.youtube.com/watch?v=UhkvaLtulLU

All showcased functionality will be included in your purchase.

Any extra custom requests will need custom development.

yes I need a custom development

Feel free to contact us through our profile’s contact form with a clear brief that will include your requests, expected behaviors, case scenarios etc, so we can analyze your custom development request with the help of the developers and get back to you.

Can custom fields be added?

Our module is developed respecting HMVC architecture of Perfex CRM. Custom fields are not included since they may vary from installation to installation (and needs to needs) – but you can easily include them in the code of the module with the help of a professional developer.

Perfex CRM has added custom fields, can I use your application?

You need to integrate your custom fields in the module, if you want to use them internally.

All supported available options of our module can be seen in the videocast of the real-use example.

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