Description
The “CSV Task Import Module for Perfex CRM” enhances Perfex CRM by allowing users to import tasks from CSV files, streamlining task management and improving productivity. Below is a comprehensive list of its features:
Feature List
- CSV File Import Functionality
- Bulk Task Import
- Customizable CSV Mapping
- Field Mapping Configuration
- Support for Multiple Task Fields
- Task Title Import
- Task Description Import
- Task Priority Import
- Task Status Import
- Task Start Date Import
- Task Due Date Import
- Task Assignee Import
- Task Tags Import
- Task Milestone Import
- Support for Custom Fields
- Duplicate Task Detection
- Error Handling and Reporting
- Preview Before Import
- Data Validation
- Import Summary Report
- Scheduled Imports
- Automation of Recurring Imports
- Integration with Task Management Module
- Import History Logs
- Undo Last Import Option
- CSV Template Download
- Customizable Import Settings
- Email Notifications for Imports
- Role-Based Access Control
- Multi-Language Support
- Import Progress Bar
- User-Friendly Interface
- Drag-and-Drop CSV Upload
- Real-Time Data Import
- Compatibility with Large CSV Files
- Performance Optimization
- Integration with Third-Party Plugins
- Detailed Documentation
- Regular Module Updates
- Dedicated Customer Support
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