πŸ› οΈActivating the Module

How to install and activate the Assets Management Module for Perfex CRM

Follow these steps to install and activate the Assets Management Module in Perfex CRM.


1. πŸ“₯ Download the Module

  1. Download the Assets Management Module zip file

  2. Save your Envato License Key β€” you'll need it for activation


2. πŸ“€ Upload the Module

  1. Log in to your Perfex CRM admin panel

  2. Go to Setup β†’ Modules

  3. Click Upload Module or Add New Module

  4. Select the downloaded zip file

  5. Click Upload

  6. If prompted, click Refresh to see the new module


3. βœ… Enable the Module

  1. Find Assets Management in the modules list

  2. Click Enable or Activate

  3. If a migration screen appears, click Run Migrations to apply database updates


4. πŸ”‘ Enter License Key

  1. You'll be redirected to the module activation page

  2. Enter your Envato License Key (from your CodeCanyon download)

  3. Click Activate

  4. Wait for verification β€” you should see a success message


5. πŸŽ‰ You're Done!

The Assets menu will appear in your sidebar. You can now:

  • Go to Assets β†’ Settings to configure groups, units, and locations

  • Go to Assets β†’ Assets to create your first asset

  • Go to Assets β†’ Dashboard for an overview


🚨 Troubleshooting

Issue
Solution

Module doesn't appear after upload

Refresh the page; check file permissions

Activation fails

Verify license key; ensure no typos

Migrations required

Always run migrations when prompted

"Module failed verification"

Contact support with your purchase code


πŸ“Œ Important Notes

  • One license per domain β€” Each Perfex installation needs its own license

  • Keep Perfex updated β€” Module requires Perfex 2.3.* or higher

  • Backup first β€” Always backup your database before major updates

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