FlexiNote for Perfex CRM

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40 sold 5.0 (3 reviews) 360 views
SKU flexinote-perfex

FlexiNote is the fastest way for staff to create floating notes anywhere inside Perfex CRM – draggable, resizable, instantly accessible on any page. Using PolyUtilities already? FlexiNote integrates seamlessly – combine both for the best Perfex productivity workflow.

FlexiNote extends note-taking capability inside Perfex CRM. Supports staff creating and managing personal notes instantly from any admin page. Notes can attach to independent pages such as Projects, Orders, Tasks, Tickets, Invoices, Payments, Modules, or Settings, giving users an overview each time they start a new session. Workflow becomes faster, more consistent, and more efficient.

FlexiNote for Perfex CRM

Documentation & Resources

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What We're Working On

No feature updates scheduled currently.

Recent Releases

v1.4.3 (03/10/2026)
NEW
-Added Dedicated FlexiNote Media Library Manager: Isolated local media manager managing uploads/flexinote/ with automatic directory & security initialization (.htaccess, index.html), zero conflicts with external media systems like PolyCMS.
-Added FlexiNote Media standalone management page (/admin/flexinote/media) and TinyMCE embed modal.
-Added physical thumbnail generation (uploads/flexinote/thumb/) on image upload and clipboard paste (Ctrl+V) with automatic aspect-ratio preservation.
-Optimized Media Library (grid and list view) to serve lightweight thumbnails by default, loading full-size high-resolution original only in fullscreen custom lightbox view.
-Added Clipboard Screenshot Paste (Ctrl+V) directly into notes with physical original and thumbnail creation.
-Enhanced note description image rendering: Responsive scalable thumbnail sizing with hover zoom icon button and custom lightbox modal (identical to Media styling).
-Added interactive click-to-toggle checklist items on sticky note cards with dynamic visual progress bar.
-Added hierarchical checklist progress rollup: Root and parent notes automatically aggregate and display overall completion progress from all child/sub-notes containing checklists.
-Added Note Templates Library (Quick Checklist, Call Log, Meeting Notes, Bug Report).
CHANGED
-Convert Note to Task universal CRM entity support: Convert notes into tasks associated with Projects, Customers, Leads, Invoices, Estimates, Contracts, or Tickets.
-Added automatic page context detection to pre-fill entity type and record ID.
-Added bi-directional note-to-task tracking via new task_id database column and clickable task badge.
-Added direct "Convert to Task" action button on the Manage Notes dashboard.
-Implemented universal drag-and-drop mobility for Floating Action Button (FAB) across all admin pages with coordinate auto-save.
-Added direct 1-click Quick-Hide FAB action button in the radial action menu.
FIXED
-Resolved 404 missing assets error on packaged releases by compiling and serving strictly from dist/assets/.
-Fixed infinite spinning wheel on note management dashboard by resolving manage.min.js correctly.
-Cleaned and normalized all asset URLs with strict cache-busting version query parameters.
v1.4.2 (23/09/2026)
COMPATIBILITY & STABILITY
-Hardened compatibility with Perfex CRM v3.4.1+ and PHP 8.2+.
-Added strict authentication check guards to prevent execution during logged-out lifecycle.
-Ensured complete output buffer hygiene and header redirection safety on /admin routes.
IMPROVED
-Cleaned and isolated language file definitions to prevent generic key overrides with core translation terms.
-Reinforced migration sequence continuity and database version synchronization.
v1.4.1 (05/05/2026)
NEW
-Add Parent Note Selection: Enable cross-page note relocation by assigning new parent. Moving parent automatically transfers all nested sub-notes. (May 5, 2026)
CHANGED
-Implemented random color generation for every new note created. (May 5, 2026)
-Enhanced Note Content Preview modal in Manage Notes: added support for YouTube/Image embeds rendering, improved checklist (read-only) display, blocked backdrop click closing, and ensured it stays on top of all floating notes. (May 5, 2026)
-Refined the "Delete Note" confirmation modal layout (set custom 400px width and centered text content) for better visual proportion and readability. (May 5, 2026)
FIXED
-Fixed UI layout issue where empty sub-notes tabs container occupied space in the note footer when no data was present. (May 5, 2026)
v1.4.0 (02/05/2026)
NEW
-Add Loading state for note save to improve UX during slow network connections. (April 30, 2026)
-Implement auto-save draft to localStorage to prevent data loss on network timeouts. (April 30, 2026)
-Add Lock Note feature: blur note content to protect privacy when others can see the screen. (April 30, 2026)
-Add Embed YouTube & Image: toolbar buttons to insert [youtube] and [flexiimg] shortcodes with responsive rendering. (April 30, 2026)
-Add Nested Tabs View Mode: toggle switch on parent notes to render sub-notes as navigable tabs inside the parent note. (May 1, 2026)
CHANGED
-Improve checklist user experience: auto-spacing, caret positioning on new items, and SVG icons. (May 1, 2026)
FIXED
-Fix checklist (tasklist) state persistence in View mode and Modal Edit mode. (May 1, 2026)
-Fix missing nested tabs rendering for sub-notes upon page reload. (May 1, 2026)
-Fix visibility logic: properly hide all deep descendants recursively when a parent note is collapsed. (May 1, 2026)
-Enhance UI: align and restyle the Note footer action buttons (Tabs Toggle, Reminder) for a more harmonious look. (May 1, 2026)
-Fix z-index of connection lines when switching between tabs mode and floating mode. (May 1, 2026)
v1.2.2 (26/02/2026)
NEW
-Integrate custom setting to toggle display of fallback icons at the bottom right of the topbars menu, providing more flexibility when the FAB button is disabled. (February 25, 2026)
-Implemented a note count badge on the header toggle icon, displaying the total number of active notes for the current URL (including subnotes). (February 25, 2026)
CHANGED
-Improved Importance Level Colors settings UI with a 2-row layout: independent level label on top and all controls (color, content-based preview width, and flexible effect) on the second row for better organization and responsiveness. (February 25, 2026)
-Integrated clickable anchor links for both Note Titles and URLs in the manage table and detail view, allowing users to jump directly to the target page in a new tab. (February 25, 2026)
FIXED
-Resolved mini icon rendering discrepancy by replacing CSS pseudo-elements with real <i> tags in icon-mode, ensuring visual consistency between settings preview and actual notes. (February 25, 2026)

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Average Rating

5.0

Based on 3 ratings

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Envato Market 5.0 ★ (3 ratings)
Local Website 0.0 ★ (0 reviews)
Merged Total 5.0 ★ (3 ratings)
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