Multiple Companies for One Contact in Perfex CRM
Perfex CRM has a major limitation: one contact can only belong to one company, forcing businesses to create duplicate ac...
Category
Modules for Perfex CRM
Multiple Addresses for Companies - Solving the Single-Address Limitation in Perfex CRM
Perfex CRM only allows one address per company, which quickly becomes a problem for businesses operating multiple branch...
Integrate Perfex CRM with WordPress or Any CMS
Why Connect CRM to Your Website? Your WordPress site shows marketing content. Your Perfex CRM holds real business data:...
How to Use GraphQL Mutations for CRUD in Perfex CRM
Write Operations in GraphQL GraphQL mutations let you create, update, and delete records in Perfex CRM through the same...
How to Create Favorite Links for Perfex CRM
When managing daily workflows in Perfex CRM, quick access to frequently used sections can significantly improve producti...
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...
How REST API Works in Perfex CRM (With Examples)
API Base URL All REST endpoints follow a consistent pattern: https://databuilder.polyxgo.com/api/v1/{resource} Where {r...
How do I customize my Perfex CRM?
PerfexCRM is a robust and flexible customer relationship management (CRM) system, specifically designed for small and me...
How Authentication Works in Perfex CRM API (Tokens & Access Control)
API Security Architecture Every Data Builder API request passes through a 7-stage security middleware pipeline before re...
Guide to Install an Use WooSync - WooCommerce Sync Hub
WooSync for Perfex CRM. The ultimate bridge between WooCommerce and Perfex CRM. Synchronize Products, Orders, and Custom...
GraphQL vs REST in Perfex CRM: When to Use Each
The Same Module, Different Strengths Data Builder gives Perfex CRM both REST API and GraphQL through a single module. Th...
RFC 9457 Error Handling Standard for RESTful API & GraphQL — Developer Documentation
RESTful API and GraphQL Developer Documentation RFC 9457 — Problem Details for HTTP APIs defines a standardized error re...