Guide to Install and Use FlexiNote for Perfex CRM

The Power of Note-Taking in Modern Work

Boost Productivity in Perfex CRM with FlexiNote – Smart Sticky Notes for Every Workflow

TASKS IN PROGRESS

Features processed and integrated in version 1.2.2

- [New Feature] - Integrate encrypted password and account sharing in notes between staff. (November 2, 2025)
- [New Feature] - Integrate forwarding notes to other staff with confirmation, used to send password info, files, images. (November 2, 2025)

TASKS COMPLETED (PENDING RELEASE)

- (No completed tasks)

P/S: These features will be integrated to meet the needs of customers using the module and requiring integration within the system.

VERSION HISTORY

Version 1.2.1 (December 23, 2025)

NEW

- Todos display integrates show more/show less to avoid displaying long content. (December 17, 2025)
- Integrate confirm modal for confirmation actions, e.g., delete note. (December 17, 2025)
- Integrate icons for hide/show all notes, exit/focus on notes, add note right below Toggle Panels icon for convenient note operations when FAB Button and Global Context Menu (Right-click on page) are disabled. (December 17, 2025)

CHANGED

- When a note is active, all sub-notes in mindmap if any are displayed above other notes for easier manipulation. (December 17, 2025)
- Remember Focus on Notes state on page refresh. (December 17, 2025)
- Remember active tab state and search keywords for notes/todos in Notes Panel. Adjust active tab style for better visibility. (December 17, 2025)

FIXED

- Fix and improve stability of Minimize to Icon state persistence for individual notes. Then Minimize All Notes to Icons. (December 17, 2025)

Version 1.2.0 (November 28, 2025)

NEW

- Automatically arrange notes on the page when clicking the Auto Arrange Notes icon. (November 27, 2025)
- Integrated importance level labels (Low, Normal, High, Critical) with customizable colors to mark note priority. Added animation effects to visually identify note importance levels. (November 28, 2025)

CHANGED

- Convert to Task: convert to blank text before converting into Task Description. Do Task Description does not support HTML tag. (November 26, 2025)
- Adjust when selecting which active note will be on top to facilitate operations. (November 26, 2025)
- Adjust the support of drag drop move when active into note. (November 26, 2025)
- Adjust the customization of the Pin-it button to show/hide. (November 26, 2025)
- Adjust the width of the note up to 80% of the screen width. (November 26, 2025)
- Remove the resize effect in the process of resizing the note size. (November 26, 2025)
- Remember the expand/ collapsed state of each level of sub-notes. (November 27, 2025)

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