1. Projects: Overview
The Projects module is the foundational container in Wifox Business Core Solution. Every record you create under Projects represents a discrete business unit—whether that’s a corporate office, a website, a geographic region, or a product line. Projects isolate data (Desks, Clients, Employees, financials, support tickets, etc.) so that each team only sees the records relevant to their scope of work.
Default Project
Upon first login, you’ll see a a Default project (with one default Desk). Use this for testing or small-scale operations.
Unlimited Projects
Create as many Projects as your organization needs—each with its own:
- Desks (structural units)
- Clients (customer records)
- Employees (system users)
- Sub-modules (Buckets, Actions, Requests, Core Banking, etc.)
Access Control
All permissions (view own/all, manage own/all) are scoped at the Project level and inherited by underlying Desks, Clients, and sub-modules. Without at least one active Project, no other CRM functions can be used.
The following actions are available in the Projects module: