How Do I Customize My Perfex CRM Interface and Features?
PerfexCRM is a robust and flexible customer relationship management (CRM) system, specifically designed for small and me...
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 to Create Banners and Announcement Sliders in Perfex CRM
Learn how to create, customize, and display multi-position banner sliders and announcement widgets across your Perfex CR...
How to Create Favorite Quick Links in Perfex CRM
When managing daily workflows in Perfex CRM, quick access to frequently used sections can significantly improve producti...
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...
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...
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...
Customizing Menus for Perfex CRM
Are you looking to organize multi-level menus, arrange, or add new custom menus for PerfexCRM? The PolyUtilities module...
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...
Context Menu for Perfex CRM: Quick and Efficient Navigation Tool
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 and Widget Display in Perfex CRM with PolyUtilities
Widgets feature in PolyUtilities module of PerfexCRM enables users to easily customize and manage content such as notifi...