Local mode chal raha hai β data sirf is computer par hai.
π
Panel ka saara data Google Sheet mein save hota hai, taaki poori team kisi bhi computer se same board dekhe. Login se pehle Sheet connect karna zaroori hai.
URL aur Secret key admin se lein. Team ko admin ki di hui "ready file" mili hai to ye step apne aap ho jaata hai.
Ye pehli baar setup ho raha hai. Jo account yahan banega wahi Admin hoga.
PIN sirf team ke andar identify karne ke liye hai (lightweight), koi enterprise-grade security nahi.
β ya β
Har baar panel kholne par naam select karna hoga (browser storage restriction ki wajah se login yaad nahi rehta).
Naya account admin ke approve karne ke baad hi chalega.
CRM Desk
team task panel
View
Status
Assigned to
Admin
Shared board β sab members ko same tasks dikhte hain.
v1 Β· Roles, notifications, custom fields
My tasks
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β
Notifications
Date allotedse
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Team chat
Assign new task
Date aur Order ID ya Tracking no. (dono mein se kam se kam ek) zaroori hai.
Aap is task ke assignee nahi hain, isliye sirf dekh sakte hain. Edit karne ke liye assignee ya admin hona zaroori hai.
ya screenshot lekar Ctrl+V dabayein Β· file yahan kheench kar chhodein Β· max 10 MB
π Task history
Transfer task
Naya assignee choose karein β unhe notification mil jayega.
Task history
Manage team
Sirf admin members add/remove kar sakta hai.
Activity & deleted tasks
Sabhi delete hue tasks ka record β kisne, kab, kyun.
Dropdowns & columns
Status, Delivery aur Action ke options yahan se manage karein, ya naya column add karein. Sirf admin ke liye.
Status options
Delivery status options
Action options
Custom columns
π Attachments (hosting)
Screenshots / files aapki hosting (Hostinger) ke uploads folder mein save hongi. upload.php ka URL aur config.php wala ATTACH_KEY yahan daalein β team ko setting apne aap mil jaati hai.
Sheet connect karne par sabka data ek hi Google Sheet mein save hoga β team kisi bhi computer se same board dekhegi.
Team ke liye: neeche wale button se ek ready file download karein jismein ye connection pehle se laga hai. Team ko bas wo file deni hai β unhe URL/key daalne ki zaroorat nahi.
Reset CRM data
Ye action undo nahi hota. Isliye reset se pehle backup download hona zaroori hai.
Ye sirf CRM Desk ka data hai. Ops Desk (assets, employees, asset history, expenses, purchases, my tasks) par iska koi asar nahi β uska reset Admin panel β Settings β "Data reset β section-wise" mein alag hai.
π₯ Desktop notifications β computer se chalane ke liye
Browser (Chrome / Edge) double-click se khuli file (file://) ko desktop notification ki permission nahi deta. Iska hal: CRM Desk ko ek chhote launcher se kholiye β wo isi computer par (localhost) file chalata hai, internet ki zaroorat nahi.
Neeche se CRM Desk Start.bat download karein.
Use isi HTML file ke saath, same folder mein rakhein.
Ab hamesha CRM Desk Start.bat par double-click karke kholiye (file par nahi). Portal apne aap Google Chrome mein khulega.
Pehli baar π₯ Desktop notifications par click karke Allow karein.
Launcher wala address alag hota hai, isliye pehli baar Google Sheet connection / login ek baar dobara karna pad sakta hai. Team ki ready file mein connection pehle se hota hai. Windows mein "Focus assist / Do not disturb" band rakhein, aur Windows Settings β Notifications mein Chrome / Edge allowed ho.