How to Tag Users and Link CRM Records in Perfex CRM with OmniMention
Tagging colleagues and cross-referencing CRM records directly inside project discussions, task notes, and support ticket...
Category
Modules for Perfex CRM
Complete Guide to Install and Use OmniMention for Perfex CRM
OmniMention transforms communication across Perfex CRM by enabling instant @ user tagging and $ or # entity linking dire...
PolyCMS REST API: Complete Developer Guide with Media Database
The PolyCMS REST API enables external applications to interact with your CMS data programmatically. Whether you are buil...
API Explorer Plugin: Interactive REST API Sandbox
The API Explorer is a built-in developer tool that provides an interactive sandbox for testing all PolyCMS REST API endp...
Building Custom Blocks and Templates for MTBuilder
Core Architecture and Lifecycle MTBuilder runs on a high-performance Virtual DOM state engine that separates design-tim...
MTBuilder - Visual Drag-and-Drop Page & Landing Page Builder
Visual Page Building Overview MTBuilder is a premier drag-and-drop page and landing page builder plugin bundled with Po...
Showcase: Sharing Perfex CRM Reports with Clients via Embeds & Iframes
Transparency and communication are the cornerstones of strong client relationships. When managing projects, finances, or...
Optimizing Perfex CRM Reporting: How Data Builder's Cache & Index Advisor Turbocharge Performance
When dealing with large datasets in Perfex CRM, complex reporting queries can slow down your system. Whether you are gen...
Unlimited Multi-Chart Reporting Dashboards - The Ultimate Live Data Consolidation Engine for Perfex CRM
Create Unlimited Custom Data Reports & Take Live Analytics AnywhereIf you need a powerful, diverse, easy-to-use data...
PolyCMS REST API Guide
REST API Overview PolyCMS includes a robust REST API, allowing you to use it as a headless CMS. You can fetch content t...
Building a Custom Theme for PolyCMS - Scaffold Guide
Overview PolyCMS themes control the entire frontend appearance and layout of your blog. The theme system uses a templat...
Building a Custom Plugin for PolyCMS - Scaffold Guide
Overview PolyCMS uses a WordPress-inspired plugin architecture that lets you add features without touching core module...