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...
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...
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...
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...
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...