How to Create Banners and Announcement Sliders in Perfex CRM
Learn how to create, customize, and display multi-position banner sliders and announcement widgets across your Perfex CRM system using the PolyUtilities module.
Accessing Banner Management
To begin managing banners and system announcements, log in to your Perfex CRM administrator portal and navigate to PolyUtilities > Banners.
Creating a New Banner
Click Create new banner and configure the display, media, and link routing settings for your banner:
| Parameter | Description | Configuration Details |
|---|---|---|
Title |
Descriptive title for internal tracking and display | Alphanumeric title |
Widgets Area |
Target location within Perfex CRM interface | Header, Dashboard, Client Portal, Invoices, Tasks |
Date From |
Scheduled start date for banner visibility | ISO Date (defaults to creation date if empty) |
Date To |
Expiration date for automatic banner hiding | ISO Date (leave empty for continuous display) |
Redirect URL |
Destination URL when a user clicks the banner | Absolute URL or internal relative path |
Target |
Link target window behavior | _blank for external websites or _self for internal |
Rel Attribute |
SEO link relationship | Set to nofollow for external links without backlink transfer |
Status |
Banner activation toggle | Enabled / Disabled |
Supported Banner Media Types
Each banner item in PolyUtilities supports four versatile media formats to accommodate diverse marketing and operational needs:
- Upload Image: Upload high-resolution custom graphics, logos, and promotional campaign banners directly from your local storage.
- Link Image: Reference external hosted image assets directly via secure HTTPS URLs.
- Embed HTML / Iframe Code: Embed responsive HTML iframes such as YouTube product demos, Google Maps, or external lead capture forms.
- Custom HTML / Text: Write styled HTML announcements, rich text alerts, or custom formatted promotional badges.
Video Demonstration
Watch the step-by-step walkthrough demonstrating how to configure and display interactive announcement banners in Perfex CRM:
Slider Animation and Display Settings
Customize global carousel behaviors and transition effects in the Settings section of the Banners module:
- Activate All Positions: Global master switch to enable or disable all banner slider positions across Perfex CRM.
- Autoplay: Automatically advance carousel slides at predefined intervals.
- Show Controls: Display navigation arrows and bullet pagination indicators for manual slide browsing.
- Thumbnails Navigation: Render thumbnail preview strips along the slider container.
- Transition Effects: Select from eight built-in CSS3 transition animations:
fadeInOut,slide,flip,flipX,flipY,zoomInOut,jackInTheBox, androtateInOut.
PolyUtilities boosts Perfex CRM with powerful customization and workflow enhancements. Create multi-level menus, group menus by purpose, embed iframe links, open content in popups, and reorganize system navigation with drag-and-drop. Add dynamic widgets across dozens of display positions, use right-click navigation, manage custom JS/CSS, support multi-company and multi-address structures, and convert selected text into tasks instantly. Combined with banners, announcements, quick-access shortcuts, and many smart utilities, PolyUtilities turns Perfex CRM into a faster, cleaner, and highly personalized workspace for every team member.