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...
Category
Documentation
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 and Use FlexiNote for Perfex CRM
FlexiNote for Perfex CRMÂ extends note-taking capability inside Perfex CRM. Staff can create and manage personal notes in...
Custom Data Tables for Perfex CRM with PolyUtilities
In business data management, flexibility and intuitiveness are among the key factors. PolyUtilities, a module designed f...
Custom Language Selector for PerfexCRM with PolyUtilities
Widgets Language feature in PolyUtilities module allows you to customize display of language options on PerfexCRM system...
Custom Login Page for PerfexCRM with PolyUtilities
PolyUtilities is a module developed to provide customization features for PerfexCRM. One of the most common needs busine...
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...