Customizing Menus for Perfex CRM
Are you looking to organize multi-level menus, arrange, or add new custom menus for PerfexCRM? The PolyUtilities module...
Category
Modules for Perfex CRM
Context Menu for Perfex CRM: A Powerful Tool for Quick and Efficient Navigation
Right-click menus, also known as context menus, are powerful tools that make it easier for administrators and staff to q...
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...
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...
Optimize Custom Content Display on PerfexCRM with PolyUtilities
Widgets feature in PolyUtilities module of PerfexCRMÂ enables users to easily customize and manage content such as notifi...
Guide to Install and Use PolyUtilities for Perfex CRM
Thank you for choosing PolyUtilities module for Perfex CRM. If you have any questions that are beyond the scope of this...
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...
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 Data Tables for Perfex CRM with PolyUtilities
In business data management, flexibility and intuitiveness are among the key factors. PolyUtilities, a module designed f...
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...
Your CRM Data Shouldn't End at the Browser
The Desktop Limitation Perfex CRM is a web application. Your team accesses it from a browser on their computer. But busi...
Turn Your Perfex CRM Into an API-First Platform
The Integration Problem Perfex CRM’s default API covers the basics — invoices, clients, payments. But real businesses ne...