PolyUtilities for Perfex CRM By Head Random 2026-05-04 3:20 AM

How to Create Banners & Announcement Sliders in Perfex CRM?

To create banners or announcements displayed on the Perfex CRM system after installing the PolyUtilities module, follow these steps:

Step 1: Navigate to PolyUtilities/Banners.

Step 2: Select β€œCreate new banner” and enter the information for the banner to be displayed. Each banner currently supports the following parameters:

  • Title: The banner’s title.

  • Widgets area: Choose positions where the banner will be displayed within the system. Refer to the widget area list here.

Each banner media supports 4 types:

  • Upload image: Upload a custom image.

  • Link image: Use an image link from an external source.

  • Embed iframe code: Insert HTML embed iframe code.

  • HTML/Text: Custom HTML or plain text content.

  • Date from: Start date for display. If not set, it defaults to the current date.

  • Date to: End date for display. If not set, the banner will remain active if its status is enabled.

  • Url: Redirect URL when a user clicks on the banner.

  • Target: _blank for external sites, or customize as needed.

  • Rel: For external links, set to nofollow if not transferring backlink authority to the URL.

  • Is active?: Banner activation status.

Step 3: Configure animation effects for the banner slider under the Settings section.

  • Activate all banner positions?: Enable/disable the display status of all banner sliders.

  • Autoplay?: Enable automatic animation.

  • Show controls?: Display navigation buttons on the slider.

  • Thumbnails?: Show thumbnails on the slider.

  • Transition effects: Supports fadeInOut, slide, flip, flipX, flipY, zoomInOut, jackInTheBox, rotateInOut effects.