The Collab Module in MokoCRM introduces public and internal collaboration features such as shared notes, online spreadsheets, and real-time editing pads. It is designed to enhance teamwork across departments and external partners by embedding shared tools directly into your CRM interface. This module is in development and may require custom setup by Moko Consulting.
The Collab Module in MokoCRM introduces public and internal collaboration features such as shared notes, online spreadsheets, and real-time editing pads. It is designed to enhance teamwork across departments and external partners by embedding shared tools directly into your CRM interface. This module is in development and may require custom setup by Moko Consulting.
🧾 Enabling the Module
- Navigate to:
Home → Setup → Modules → Collab - Click Activate
- Configure endpoints for shared services (e.g., Etherpad, OnlyOffice, Collabora) under Setup → Collab Configuration
📝 Features (Planned)
- Shared Pads: Real-time collaborative text documents embedded in projects or events
- Online Spreadsheets: Integration with external tools like OnlyOffice or Ethercalc
- File Sync: Planned support for shared folder links or document check-in/check-out
- Live Comments: Enable threaded discussions on CRM records
🔗 Integration With Other Modules
- Projects: Assign shared pads to tasks, milestones, or team dashboards
- Events: Attach live agenda or sign-in sheets to meetings and webinars
- Documents: Link collaborative drafts directly to record pages
- CRM / Contacts: Create collaborative notes for shared customer management
📊 Access and Permissions
- Each collaboration item can be marked:
- Public – visible to external users via link
- Internal – for registered users only
- Permissions may be inherited from the parent object (e.g., project or event)
- Admins can manage all active sessions via the module control panel
📌 Best Practices
- Use this module only in environments with secure HTTPS and session control
- Coordinate with Moko Consulting to configure and test third-party integrations
- Train users on how to access and co-edit shared pads
- Restrict public access to documents containing sensitive data
- Review and archive collaboration records regularly
🚧 Development Status
- This module is under active development and may be unstable
- Not all collaborative tools are bundled—external services must be installed or configured
- Supported integrations vary depending on server environment and API compatibility