OVERVIEW

Take your knowledge management in Perfex CRM to the next level with Knowledge Base Advancements. This module enhances the standard knowledge base by enabling seamless image pasting, improving article organisation, and introducing a structured way to manage content. With the addition of Spaces, you can group related articles under a common category, making information more accessible. Customisable space cards allow further personalisation, creating a well-structured and user-friendly knowledge hub.

With Knowledge Base Advancements module, your team can manage and share knowledge more efficiently, ensuring critical information is well-organised, visually engaging, and easy to access. Stay ahead with continuous improvements that refine the way you document and distribute knowledge in Perfex CRM.

WHO IS IT FOR?

This module is ideal for businesses and organisations using Perfex CRM that:

• Manage Extensive Documentation – Organise large volumes of articles into distinct ‘Spaces’ for better navigation.
• Need Richer Content – Easily paste images and screenshots directly into articles for better visual guides.
• Share Knowledge Publicly – Make selected knowledge base spaces accessible to customers and public users.
• Require Better Internal Organisation – Structure internal team knowledge efficiently with multi-space categorization.
• Want to Improve User Experience – Provide a more intuitive and visually appealing knowledge base for both staff and clients.

WHAT’S NEW

Spaces Are Now Available for Public Users

Knowledge Base spaces are now accessible to public users directly from the Perfex public page. Any Knowledge Base article that is not marked as an “Internal Article” will be visible to public users under the relevant space. This feature is particularly useful for sharing knowledge articles with your customers.