Platform

Nothing is easier for you to discover PerfectWORK than subscribing to the PerfectWORK Online offer. You just need a web browser to get started.

The Online service can be particularly useful to any companies, that just want to get going quickly at low cost. You have immediate access to PerfectWORK’s Integrated Business Management System built on the type of enterprise architecture used in many organizations.

PerfectWORK’s Online offer includes several services: hosting at high bandwidth, database management, stable security update, backups, maintenance (24/7 server monitoring), bug fixing and migrations.

So even if the PerfectWORK Online solution might be the best solution to suit your needs today, you can easily switch to other cloud providers; such as AWS, Google Cloud or Microsoft Azure according to your company’s changing requirements or growth, while continuing to use the exact same system. Hence, you do not depend on your host. In addition, PerfectWORK works with standard and open formats and programming languages which allow you to export your data and use them in any other software.

These advantages give you total control over your data, your software, your platform.

• Users and companies
  • Manage users
    • Add individual users
    • Deactivate users
    • Passwords management
      • Reset passwords
        • Enable password resets from login page
        • Send reset instructions to users
      • Change users’ passwords
    • Multi Companies
  • Change language
    • Load your desired language
    • Change your language
    • Change another user’s language
  • Access Rights
    • Groups
  • Companies
    • Manage companies and records
    • Employees’ access
    • Documents’ format
    • Inter-Company Transactions
  • Portal access
    • Provide portal access to customers
  • Deleting an PerfectWORK Account
• Authentication
  • Google Sign-In Authentication
    • Configuration
      • Google API Dashboard
        • OAuth consent screen
        • Credentials
      • Google Authentication on PerfectWORK
        • Retrieve the Client ID
        • PerfectWORK activation
    • Log in to PerfectWORK with Google
  • Microsoft Azure sign-in authentication
  • Sign in with LDAP
  • Two-factor Authentication
    • Requirements
    • Setting up two-factor authentication
    • Logging in
• Apps and modules
  • Install apps and modules
  • Upgrade apps and modules
  • Uninstall apps and modules
• Export and import data
  • Export data from PerfectWORK
  • Import data into PerfectWORK
    • How to start
    • How to adapt the template
    • How to import from another application
    • I cannot find the field I want to map my column to
    • Where can I change the date import format?
    • Can I import numbers with currency sign (e.g.: $32.00)?
    • What can I do when the Import preview table isn’t displayed correctly?
    • How can I change the CSV file format options when saving in my spreadsheet application?
    • What’s the difference between Database ID and External ID?
    • What can I do if I have multiple matches for a field?
    • How can I import a many2many relationship field (e.g. a customer that has multiple tags)?
    • How can I import a one2many relationship (e.g. several Order Lines of a Sales Order)?
    • Can I import several times the same record?
    • What happens if I do not provide a value for a specific field?
    • How to export/import different tables from an SQL application to PerfectWORK?
  • How to adapt an import template
  • How to customize the file
  • Why an “ID” column
  • How to import relation fields
• Search and filter records
  • Preconfigured filters
  • Custom filters
  • Search for values
  • Group records
• Reporting
  • Selecting a view
    • Graph view
    • Pivot view
  • Choosing measures
  • Using the pivot view
  • Using the graph view
• Email Communication
  • Send and receive emails in Perfectwork with an email server
    • Perfectwork Online or Perfectwork.sh users
    • Scope of this documentation
    • Default notifications system
    • Manage outbound messages
      • Port restriction
      • Use a default “From” email address
      • Utilizing the “From” filter on an outgoing email server
      • Set up different dedicated servers for transactional and mass emails
    • Manage inbound messages
  • Configure DNS records to send emails in Perfectwork
    • SPAM labels overview
    • Be SPF compliant
    • Enable DKIM
    • Check the DMARC policy
    • SPF, DKIM & DMARC documentation of common providers
  • Email Templates
    • Defining a default reply to on your mail template
    • Transactional emails and corresponding URL for each company
      • Updating translations within email templates
  • FAQ
    • Outgoing emails
      • What do you have to check if your email is not sent?
        • Common error messages
          • You reached your daily limit:
          • SMTP Error
          • No Error
          • Why is my email sent late?
    • Incoming emails
      • Emails are not received
      • Get help from support
• VoIP (Voice over Internet Protocol)
  • Configure your VoIP Asterisk server for Odoo
    • Installing Asterisk server
      • Dependencies
      • Asterisk
      • DTLS Certificates
    • Configure Asterisk server
    • Configure Odoo VOIP
  • Use VoIP services in Odoo with OnSIP
    • Introduction
    • Configuration
    • OnSIP on Your Cell Phone
  • Use VoIP services in Odoo with Axivox
    • Introduction
    • Configuration
      • Configure the VOIP user in the PerfectWORK’s user
    • Phone Calls
• Calendars
  • Synchronize Outlook Calendar with PerfectWORK
    • Register the application with Microsoft Azure
    • Configuration in Perfectwork
    • Sync with Outlook
      • Sync Perfectwork Calendar and Outlook
  • Synchronize Google Calendar with PerfectWORK
    • Setup in Google
      • Enable Google Calendar API
      • Create credentials
      • Client ID & Client Secret
    • Setup in PerfectWORK
• Digest Emails
  • Customize Your PerfectWORK Periodic Digest
  • Custom digest emails
    • Custom KPIs with Studio
      • Computed values reference table