Idea Hub module for Perfex CRM

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  • Product Version : 1.1
  • Product Last Updated : 10.10.2023
  • License : GPL

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Description

💡 Idea Hub Module for Perfex CRM

Keywords: Perfex CRM idea hub, internal idea management, feature request module, innovation hub for Perfex, ticket-to-idea, customer feedback, suggestion box.

🚀 Overview

The Idea Hub module for Perfex CRM adds a structured, collaborative space inside Perfex where staff, clients, or selected customers can
submit ideas, vote on suggestions, comment, and track implementation status. Instead of losing good suggestions in emails or tickets,
this module centralizes them, assigns ownership, and lets management decide what to build next.

It’s ideal for teams using Perfex for projects, support, and sales who want to collect product improvements, service requests, or internal innovation ideas —
all without leaving the CRM.

E-E-A-T: based on common product-management flows (collect → triage → prioritize → implement), supports real-world feedback loops, and leverages Perfex’s user/role model.

✨ Key Features

  • 📝 Idea submissions – staff or clients can post new ideas with title, description, attachments, and categories.
  • 👍 Voting / likes – simple voting system to see which ideas matter most to users.
  • 💬 Comments & discussions – keep all clarifications under the idea, not across scattered emails.
  • 🏷️ Categories & tags – group ideas by product, department, feature, or client type.
  • 📊 Status pipeline – e.g. New → Under Review → Planned → In Progress → Completed / Rejected.
  • 👩‍💼 Admin moderation – approve, hide, merge, or close ideas; edit titles for clarity.
  • 🔔 Notifications – authors and voters get notified when status changes or when an admin comments.
  • 📦 Perfex native – respects Perfex permissions, customers, and staff roles; appears in the main menu as “Idea Hub”.
  • 📄 Export / reporting – export ideas for roadmap, management meetings, or client presentations.

⚙️ Technical Stack

  • Platform: Perfex CRM (CodeIgniter / PHP)
  • Language: PHP 7.4+ / 8.x, MySQL / MariaDB
  • Frontend: Perfex’s Bootstrap-based admin UI (no extra framework required)
  • Integration: Hooks into Perfex’s staff/client auth, notifications, and menu system
  • Server: Any existing Perfex-compatible LAMP/LEMP hosting

Expertise: If you already install Perfex modules, you can install this — follows the same drop-in module structure.

🧩 Installation Guide

  1. Upload the idea_hub module folder to your Perfex /modules/ directory.
  2. Login as AdminSetup → Modules → find Idea Hub and click Activate.
  3. Go to Setup → Staff Roles and enable permissions (view, create, edit, delete, moderate) for Idea Hub.
  4. Optionally enable client-side access so customers can submit or vote on ideas from the customer portal.
  5. Configure default idea statuses, categories, and notification templates.
  6. Create your first idea to test the workflow and notifications.

📦 Deliverables

  • 🗂️ Module source code folder /modules/idea_hub/
  • 📝 Installation & configuration guide
  • 📑 Sample statuses & categories
  • 🔔 Notification templates (new idea, status change, new comment)
  • 📄 This SEO / E-E-A-T HTML description for GPL/resource listing

📱 Supported Platforms

  • 🖥️ Perfex CRM web dashboard (Chrome, Firefox, Edge, Safari)
  • 📱 Customer/staff portal on mobile browsers (responsive)
  • ☁️ Any hosting where Perfex already runs (shared, VPS, cloud)

🧠 Notes

License: This description assumes GPL/resource-style redistribution. For commercial projects or to receive official updates/support, buy the original item from the marketplace/vendor.

Customization tips: link ideas to Tickets/Projects, add priority scores (votes × client value), or show “Planned features” on the client portal.

SEO assurance: target phrases like “Perfex idea module”, “Perfex feature request”, “Perfex customer feedback” and add SoftwareApplication schema to your listing page.

👨‍💻 Original Developer Credit

Originally developed by the Perfex CRM add-on author (CodeCanyon / similar marketplace) as “Idea Hub / Ideas Management for Perfex CRM”.
Please keep the original author credit and marketplace link when redistributing.

Original marketplace listing (placeholder)

🔒 Disclaimer

This is an independent, SEO-optimized, E-E-A-T-compliant description for GPL/resource catalogs.
It is not the official vendor documentation and does not guarantee updates or support.
Always test on a staging Perfex instance before installing to production.

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