Report Templates and JSON Portability in Data Builder
Scaling Your CRM Reporting Creating a comprehensive, cross-module report in Perfex CRM is incredibly valuable. But once...
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Data Builder for Perfex CRM
Mastering Per-Table CRUD Permissions in Perfex CRM
The Danger of the Global "Write Access" Toggle When connecting external applications—like Zapier, mobile apps,...
Comprehensive Guide: Restful API & GraphQL for Perfex CRM - Configuration and Security
The Data Builder module provides the most robust solution for Restful API for Perfex CRM and GraphQL for Perfex CRM. Bey...
Build Mobile Apps with Perfex CRM API (Android & iOS Guide)
Mobile Architecture with CRM APIA mobile app connected to Perfex CRM needs three things: secure authentication, efficien...
Guide to Install an Use Data Builder for Perfex CRM
Build advanced cross-module reports inside Perfex CRM without writing SQL. Combine data, apply filters, and generate str...
How to Build Dynamic Timesheet Reports for specific Staff, Customers, and Date Ranges
Before diving into the tutorial, it’s important to understand the core engine behind Data Builder. Report Templates are...