How do I customize my Perfex CRM?
PerfexCRM is a robust and flexible customer relationship management (CRM) system, specifically designed for small and me...
Category
Documentation
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...
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 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...
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...
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...