Showcase: Sharing Perfex CRM Reports with Clients via Embeds & Iframes
Transparency and communication are the cornerstones of strong client relationships. When managing projects, finances, or...
Category
Documentation
Optimizing Perfex CRM Reporting: How Data Builder's Cache & Index Advisor Turbocharge Performance
When dealing with large datasets in Perfex CRM, complex reporting queries can slow down your system. Whether you are gen...
Unlimited Multi-Chart Reporting Dashboards - The Ultimate Live Data Consolidation Engine for Perfex CRM
Create Unlimited Custom Data Reports & Take Live Analytics AnywhereIf you need a powerful, diverse, easy-to-use data...
PolyCMS REST API Guide
REST API Overview PolyCMS includes a robust REST API, allowing you to use it as a headless CMS. You can fetch content t...
Building a Custom Theme for PolyCMS - Scaffold Guide
Overview PolyCMS themes control the entire frontend appearance and layout of your blog. The theme system uses a templat...
Building a Custom Plugin for PolyCMS - Scaffold Guide
Overview PolyCMS uses a WordPress-inspired plugin architecture that lets you add features without touching core module...
PolyCMS Hooks & Filters - Complete Reference
Overview PolyCMS provides a WordPress-inspired hook and filter system that allows developers to extend functionality wi...
Quick Start: Your First Blog Post in PolyCMS
Overview This guide walks you through creating and publishing your first blog post in PolyCMS. By the end, you'll have...
PolyCMS Installation & Activation Guide
Before You Start Make sure your environment meets these requirements: RequirementMinimum Version Perfex CRM3.0.0 o...
Widgets & Sidebars in PolyCMS
Widget System Overview Widgets are modular content blocks that can be placed in theme-defined Widget Areas (sidebars, f...
PolyCMS Troubleshooting & Common Issues
404 Errors on Frontend Pages Symptom: Blog frontend pages return 404 "Page Not Found" errors. Solution: Navigate to B...
PolyCMS Theme Management
Theme System Overview Themes control the entire frontend appearance and layout of your PolyCMS blog. Navigate to Blog >...