Task Templates with Checklist Items and Categories
Reusable workflows streamline setup and reduce repeated task creation across projects. Category-based organization and n...
Category
PolyUtilities 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...
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...
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 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 to Create Favorite Links for Perfex CRM
When managing daily workflows in Perfex CRM, quick access to frequently used sections can significantly improve producti...
Customizing Menus for Perfex CRM
Are you looking to organize multi-level menus, arrange, or add new custom menus for PerfexCRM? The PolyUtilities module...
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...
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...