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Mailbox Pro — How to Install

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How to Install — Mailbox Pro

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

Enterprise Outlook-style email management 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 mailbox_pro.

Step-by-step installation

  1. Upload the mailbox_pro 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 Mailbox Pro 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 Mailbox Pro → Settings and save defaults.

Install notes from README

Requirements

  • Perfex CRM 3.2+
  • PHP 7.4+ (8.1+ recommended)
  • PHP extensions: imap, openssl, curl, json (optional: zip for Excel export)
  • MySQL 5.7+ / MariaDB 10.3+ with InnoDB
  • Server cron required for email sync and background jobs

Installation

  1. Upload mailbox_pro folder to modules/ in your Perfex CRM installation.
  2. Go to Setup → Modules and activate Mailbox Pro.
  3. Run the setup wizard at Mailbox Pro → Setup (or configure manually).
  4. Assign permissions under Setup → Staff → Roles.
  5. Configure cron to run Perfex CRM's cron URL every 1–5 minutes.

Uninstall

Deactivating leaves data intact. Uninstalling the module from Setup → Modules removes all tblmail_* tables, module options, and files under uploads/mailbox_pro/.

After activation — configuration checklist

  1. Go to Setup → Modules and activate Mailbox Pro.
  2. Open Mailbox Pro → Setup to run the first-time configuration wizard.
  3. Assign permissions under Setup → Staff → Roles.
  4. Ensure PHP imap extension is enabled on your server.
  5. Configure server cron to hit Perfex CRM's cron URL every 1–5 minutes.
  6. Perfex CRM 3.2+
  7. PHP 7.4+ (8.1+ recommended)
  8. Extensions: imap, openssl, curl, json
  9. Optional: zip for native Excel report export
  10. MySQL 5.7+ / MariaDB 10.3+ (InnoDB, FULLTEXT support)

Official documentation — Installation

Installation

  1. Upload the mailbox_pro folder to modules/ in your Perfex CRM installation.
  2. Go to Setup → Modules and activate Mailbox Pro.
  3. Open Mailbox Pro → Setup to run the first-time configuration wizard.
  4. Assign permissions under Setup → Staff → Roles.
  5. Ensure PHP imap extension is enabled on your server.
  6. Configure server cron to hit Perfex CRM's cron URL every 1–5 minutes.

No core CRM files are modified. All tables and settings are created on activation.

System Requirements

  • Perfex CRM 3.2+
  • PHP 7.4+ (8.1+ recommended)
  • Extensions: imap, openssl, curl, json
  • Optional: zip for native Excel report export
  • MySQL 5.7+ / MariaDB 10.3+ (InnoDB, FULLTEXT support)

Staff permissions (from module)

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

FeatureActions
Mailbox Pro - Mailbox
mailbox_pro_mailbox		view, create, edit, delete
Mailbox Pro - Send Email
mailbox_pro_send_email		view
Mailbox Pro - Email Accounts
mailbox_pro_accounts		view, create, edit, delete
Mailbox Pro - Shared Mailboxes
mailbox_pro_shared_mailboxes		view, create, edit, delete
Mailbox Pro - Templates
mailbox_pro_templates		view, create, edit, delete
Mailbox Pro - Automation
mailbox_pro_automation		view, create, edit, delete
Mailbox Pro - Reports
mailbox_pro_reports		view, export
Mailbox Pro - Settings
mailbox_pro_settings		view, edit
Mailbox Pro - Audit Logs
mailbox_pro_audit		view
Mailbox Pro - AI Assistant
mailbox_pro_ai		view

Verify installation (checklist)

  1. Setup → Modules shows Mailbox Pro as Active.
  2. Admin sidebar shows the Mailbox Pro menu for an admin user.
  3. Setup → Staff → Roles lists this module's permission groups.
  4. Opening Mailbox Pro → 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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