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Contract Lifecycle Management — How to Install

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How to Install — Contract Lifecycle Management

Module folder: modules/contract_lifecycle_management/   Version: v1.0.0

End-to-end contract lifecycle tracking, stages, and governance for Perfex CRM

Before you begin

  • Backup your database (Setup → Backup or your host backup tool).
  • Use a staff account with Modules / Settings access.
  • PHP version and Perfex CRM version should match the module README requirements when listed.
  • Keep the module folder name exactly contract_lifecycle_management.

Step-by-step installation

  1. Upload the contract_lifecycle_management folder into your CRM modules/ directory (FTP, cPanel, or Setup → Modules → Upload when available).
  2. Log in to Admin.
  3. Go to Setup → Modules.
  4. Find Contract Lifecycle Management and click Activate (or Upgrade if already installed).
  5. Wait for migrations/tables to finish — do not refresh mid-activation.
  6. Go to Setup → Staff → Roles and assign permissions for this module.
  7. Open Contract Lifecycle Management → Settings and save defaults.

Install notes from README

Installation

  1. Module is located at modules/contract_lifecycle_management/
  2. Go to Setup → Modules → Activate
  3. Assign permissions under Setup → Staff → Roles

After activation — configuration checklist

  1. Extract the purchased ZIP.
  2. Login as administrator → Setup → Modules.
  3. Click Activate on Contract Lifecycle Management.
  4. Database tables, default lifecycle stages, and options are created automatically.
  5. Assign permissions under Setup → Staff → Roles.
  6. Open Contract Lifecycle Management → Settings and configure the module.
  7. Perfex CRM 2.3+ (3.x recommended)
  8. PHP 7.4+ (8.1+ recommended)
  9. MySQL 5.7+ / MariaDB 10.3+ (InnoDB)
  10. PHP extensions: mysqli, json, mbstring, curl, fileinfo

Official documentation — Installation

1. Installation

  1. Extract the purchased ZIP.
  2. Upload the folder contract_lifecycle_management to your Perfex CRM modules/ directory.
  3. Login as administrator → Setup → Modules.
  4. Click Activate on Contract Lifecycle Management.
  5. Database tables, default lifecycle stages, and options are created automatically.
  6. Assign permissions under Setup → Staff → Roles.
  7. Open Contract Lifecycle Management → Settings and configure the module.

Note: No core Perfex CRM files are modified. Version 1.0.0 by Nasbix Technologies.

Requirements

  • Perfex CRM 2.3+ (3.x recommended)
  • PHP 7.4+ (8.1+ recommended)
  • MySQL 5.7+ / MariaDB 10.3+ (InnoDB)
  • PHP extensions: mysqli, json, mbstring, curl, fileinfo

Staff permissions (from module)

Assign under Setup → Staff → Roles. Each feature can expose different actions:

FeatureActions
CLM Dashboard
clm_dashboard		view
Contracts
clm_contracts		view, create, edit, delete, transition
Lifecycle Stages
clm_stages		view, create, edit, delete
Milestones
clm_milestones		view, create, edit, delete
Amendments
clm_amendments		view, create, edit, delete, approve
Renewals
clm_renewals		view, create, edit, delete, approve
Approvals
clm_approvals		view, create, edit, delete, approve
Reports
clm_reports		view, export
Settings
clm_settings		view, edit

Verify installation (checklist)

  1. Setup → Modules shows Contract Lifecycle Management as Active.
  2. Admin sidebar shows the Contract Lifecycle Management menu for an admin user.
  3. Setup → Staff → Roles lists this module's permission groups.
  4. Opening Contract Lifecycle Management → Settings loads without PHP errors.
  5. Creating one sample record succeeds and appears in the list/table.
  6. (If used) Cron-dependent features have Perfex CRM cron enabled on the server.

After install — first actions

  1. Create master data required by this module.
  2. Create one sample record and walk it through approve/complete if applicable.
  3. Train staff using the Quick Start Guide.

Related: Features · Quick Start · FAQ · Version & Changelog

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