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Quick Start — Mailbox Pro
Enterprise Outlook-style email management for Perfex CRM
5-minute Quick Start
Follow this short path the first time you use Mailbox Pro:
- Activate — Setup → Modules → activate Mailbox Pro (run Upgrade if prompted).
- Permissions — Setup → Staff → Roles → enable view/create/edit (and approve/settings if needed) for this module.
- Settings — Open Mailbox Pro → Settings and save company defaults, prefixes, and integrations.
- Master data — Create the first required masters (products, warehouses, templates, channels, accounts, routes, etc.).
- First transaction — Create one sample record end-to-end (save → submit/approve → complete) and confirm it appears in lists/reports.
- Cron — If the module uses alerts, sync, queues, or AI, confirm Perfex CRM cron is scheduled on the server.
Full how-to guide (from module package)
The steps below come from the module author's printable guide — follow them in order for best results.
HOW TO USE — Mailbox Pro v1.0.0
Author: Nasbix Technologies
For Perfex CRM 3.2+
1. INSTALLATION
1. Upload the "mailbox_pro" folder into your Perfex CRM /modules/ directory
(FTP / cPanel / Setup → Modules → Upload).
- Log in as administrator.
- Go to Setup → Modules.
- Find "Mailbox Pro" and click Activate.
5. On activate the module:
- Creates all tblmail_* database tables
- Seeds default tags, templates, and shared mailbox placeholders
- Registers permissions and cron jobs
- Sets installed version to 1.0.0
2. FIRST-TIME SETUP
- Open Mailbox Pro → Setup (wizard) if shown, or Mailbox Pro → Settings.
- Configure OAuth credentials (optional) for Gmail / Microsoft / Yahoo / Zoho.
- Go to Mailbox Pro → Email Accounts → Add Account.
- Choose provider, enter IMAP/SMTP or connect via OAuth.
- Test connection and enable sync.
- Assign staff permissions under Setup → Staff → Roles.
- Ensure server cron hits Perfex CRM cron URL every 1–5 minutes.
3. DAILY USE (MAILBOX)
- Open Mailbox Pro from the sidebar.
- Select an account / folder (Inbox, Sent, Drafts, Archive, Trash, Spam…).
- Click a message to read in the right pane.
- Use Compose / Reply / Forward / Archive / Delete / Tags.
- Link emails to CRM records (lead, customer, ticket, project, invoice…).
- Use Templates and Signatures when composing.
- Check Dashboard for analytics and Reports for exports.
4. TEAM FEATURES
- Shared Mailboxes: Mailbox Pro → Shared Mailboxes
- Assignment / watchers / internal notes on messages
- Automation: Mailbox Pro → Automation (rules)
- SLA alerts for shared mailbox response times
- Spam filter lists: Mailbox Pro → Spam Filter
- Legal hold: Mailbox Pro → Legal Hold (audit permission)
5. SETTINGS
Path: Mailbox Pro → Settings
(or click Settings on the module row in Setup → Modules)
Tabs include:
- General (sync interval, theme, ticket department)
- OAuth (Google, Microsoft, Yahoo, Zoho)
- AI (OpenAI / DeepSeek keys and models)
- Tracking, Notifications (web push), Security, Retention, Backup
6. PERMISSIONS
Assign under Setup → Staff → Roles:
- mailbox_pro_mailbox
- mailbox_pro_send_email
- mailbox_pro_accounts
- mailbox_pro_shared_mailboxes
- mailbox_pro_templates
- mailbox_pro_automation
- mailbox_pro_ai
- mailbox_pro_reports
- mailbox_pro_audit
- mailbox_pro_settings
7. UNINSTALL (CLEAN REMOVAL)
- Setup → Modules → Deactivate Mailbox Pro.
- Click Uninstall.
Removed automatically:
- All {db_prefix}mail_* database tables
- mailbox_pro_* options
- Files under uploads/mailbox_pro/
NOT removed:
- Perfex core files
- CRM leads / customers / tickets (only email module data)
8. DOCUMENTATION
Open documentation/index.html from the package in any browser.
Support: CodeCanyon item comments (6 months from purchase).
Include: purchase code, Perfex version, PHP version, module version.
Related: How to Install · Features · FAQ & Tips