POLYUTILITIES FOR PERFEX CRM QUICK ACCESS MENU CUSTOM JS CSS

PolyUtilities for Perfex CRM: Quick Access Menu, Custom JS, CSS, and More







PolyUtilities for Perfex CRM

PolyUtilities for Perfex CRM: Quick Access Menu, Custom JS, CSS, and More

Overview

PolyUtilities is a powerful set of tools that enhances the functionality of Perfex CRM. It provides users with additional features such as a quick access menu, custom JavaScript, and custom CSS to personalize and optimize their CRM experience. With PolyUtilities, users can streamline their workflow, improve productivity, and customize the CRM to meet their specific needs.

Quick Access Menu

The quick access menu is a convenient feature that allows users to easily access commonly used modules and pages within Perfex CRM. With PolyUtilities, users can customize the quick access menu by adding, removing, or rearranging links to suit their individual preferences. This saves time and improves efficiency by providing one-click access to frequently visited areas of the CRM.

Custom JavaScript and CSS

PolyUtilities also enables users to add custom JavaScript and CSS to their Perfex CRM installation. This allows for advanced customization and personalization of the CRM interface and functionality. Users can add custom scripts to enhance the user experience, automate repetitive tasks, and create unique features tailored to their specific business needs. Additionally, custom CSS can be used to style and modify the appearance of the CRM, making it more visually appealing and cohesive with the company’s branding.

Other Features

In addition to the quick access menu and custom JavaScript and CSS, PolyUtilities offers a range of other features to enhance the functionality of Perfex CRM. These include advanced search filters, custom fields, and improved data management tools. These features provide users with greater control and flexibility, allowing them to better organize and manipulate their CRM data to suit their specific business requirements.

Conclusion

PolyUtilities for Perfex CRM is a valuable tool for users looking to optimize and personalize their CRM experience. With features such as the quick access menu, custom JavaScript, CSS, and more, users can tailor their CRM to their exact specifications, improving efficiency and productivity. Whether you’re a small business or a large enterprise, PolyUtilities provides the tools you need to make the most of Perfex CRM.






PolyUtilities for Perfex CRM FAQ

Frequently Asked Questions

Quick Access Menu

  • What is the Quick Access Menu in PolyUtilities for Perfex CRM?

    The Quick Access Menu allows users to quickly navigate to frequently used sections of Perfex CRM, such as dashboard, clients, invoices, and more.

  • How can I customize the Quick Access Menu?

    To customize the Quick Access Menu, go to the PolyUtilities settings and select the items you want to appear in the menu. You can also rearrange the order of items to fit your preferences.

Custom JS

  • What is Custom JS in PolyUtilities?

    Custom JS allows users to add their own JavaScript code to customize the behavior and functionality of Perfex CRM.

  • How can I add Custom JS code in PolyUtilities?

    To add Custom JS code, navigate to the PolyUtilities settings and enter your JavaScript code in the designated section. Make sure to save your changes for the code to take effect.

CSS

  • What is CSS in PolyUtilities?

    CSS allows users to apply custom styling to the appearance of Perfex CRM, such as changing colors, fonts, and layout.

  • How can I apply custom CSS in PolyUtilities?

    To apply custom CSS, go to the PolyUtilities settings and enter your CSS code in the designated section. Once you save your changes, the custom styling will be applied to Perfex CRM.

More

  • Is there a way to revert back to the default settings in PolyUtilities?

    Yes, you can revert back to the default settings by disabling any customizations you have made in the PolyUtilities settings. This will return the Perfex CRM interface to its original state.

  • How can I get support for PolyUtilities for Perfex CRM?

    If you have any questions or need assistance with PolyUtilities, you can contact our support team by emailing support@polyutilities.com. We are happy to help with any issues or inquiries you may have.


Note: This is an extension utility module for Perfex CRM. You can purchase Perfex CRM at: Perfex – Powerful Open Source CRM
Version 1.0.6 is out! (January 05, 2024). Click here to view the Changelog

Live Demo

Site:
User: demo.test@gmail.com
Pass: 12345

All-in-One Support for Clients

The All-in-one Support feature helps you connect with customers through popular communication channels such as phone, email, chat messenger, WhatsApp, Viber, linking to documents, and support centers. Support customization of interaction messages with customers for the support button.

  • It’s possible to display custom AIO for Admin, Clients, or both.
  • Personalized Support: When logged in, customers can access contact information for personnel in charge of specific projects currently underway. The feature will be integrated in the upcoming version.

POLYUTILITIES FOR PERFEX CRM: QUICK ACCESS MENU, CUSTOM JS, CSS, AND MORE - 1

Collapsed icon-only Menu

Integrating a feature to support customizing the display of icon lists when collapsing the sidebar menu. Display menu labels when hovering over icons.
POLYUTILITIES FOR PERFEX CRM: QUICK ACCESS MENU, CUSTOM JS, CSS, AND MORE - 2

Search menu for Perfex CRM

Accessing menus while working within a system installed with numerous modules can be quite time-consuming. Alongside the Quick Access Menu, the menu search feature will assist you in quickly finding the desired feature menu. After searching for a menu, you can also add the search results to the Quick Access Menu for swift use in subsequent work sessions. (v1.0.5)
POLYUTILITIES FOR PERFEX CRM: QUICK ACCESS MENU, CUSTOM JS, CSS, AND MORE - 3

Customizable table list titles by user: easily select the titles to display for data table on PerfexCRM.

Supports optional filtering columns on all data tables within PerfexCRM & other associated modules: Customers, Contracts, Invoices, Projects, etc. The feature includes storing configurations per administrative account and supports multi-language functionality.

Video demo

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POLYUTILITIES FOR PERFEX CRM: QUICK ACCESS MENU, CUSTOM JS, CSS, AND MORE - 5

Add Custom JS, CSS Files

Support for administrators to customize and manage JavaScript and CSS code for customization in Admin, Clients, or both.

Supporting Features:

  • Define JS, CSS files. Customize activation or deactivation for each file or globally in the settings.
  • Add custom JavaScript code to support admin: call APIs, integrate external JavaScript libraries, embed chatbot, widgets, add Google analytics tracking code, Google tag manager, Facebook Pixel, or any other JS, CSS code to Perfex CRM.
  • Technical team easily integrates additional features in administration using JavaScript and CSS code.
  • Code editing section integrated with CodeMirror, supporting easy, quick formatting for writing JavaScript and CSS code, convenient for developers.
  • Custom CSS to support administrators in easily customizing the admin component interfaces. Combined with custom JS, it supports designing the Perfex CRM interface in a unique style matching the company’s brand identity.

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POLYUTILITIES FOR PERFEX CRM: QUICK ACCESS MENU, CUSTOM JS, CSS, AND MORE - 7

Quick Access Menu

Time is valuable in work. Quickly accessing frequently managed components contributes to increased work efficiency.

Supporting Features:

  • Customize a list of quick access menu links for frequently managed sections, support custom shortcuts, sort order, icons, and naming menus.
  • Quickly switch between languages via custom shortcuts.
  • Quickly back up the database via custom shortcuts.

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Other Utilities

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  • Integration of using the Ctrl+S shortcut to save content while editing: Contracts, Projects, Project Notes, adding custom JavaScript, and CSS. These contents can often be lengthy during editing, and supporting the Ctrl+S shortcut will ensure safer and more convenient content storage compared to clicking the Save button. (v1.0.1)
  • When adjusting Project information and saving, it won’t redirect to the view page. Currently, after saving Project information, it redirects to the information page, making it inconvenient to continue editing. You would need to edit the project again to access the editing section. (v1.0.1)
  • Activate confirmation pop-ups for deleting notes. Prevent accidental deletion of notes with no chance of recovery.
  • Fix the top menu bar in the administration section.
  • Integrate a table of contents creation feature in contract drafting, articles. Assist administrators in quickly navigating to relevant sections without spending time searching.
  • Integrate extended function buttons: copy customer phone numbers, emails. Integrated into tables displaying phone numbers, emails.
  • Integrate a scroll-to-top feature in the administration section. Assist administrators in quickly moving to the top of the page.
  • And other features that we will continually research and integrate in the future. For example: swift switching from notes to projects, contracts, task assignments.

Demo

Due to the customization of JavaScript and CSS source code depending on each customer’s integration needs, we do not have any specific demo version available. However, you can preview the feature set that our module offers by viewing the provided image list for reference.

Compatibility

The module has been developed and tested to ensure 100% compatibility with Perfex CRM source code and the CodeIgniter framework. When integrating custom JavaScript code, it’s essential to ensure there are no conflicts with the Perfex CRM source code. In case of conflicts, customers can contact us for integration support, consultation, and error resolution.

Instructional Documentation

Installation: Customers can install and utilize the guidance module by referring to the “index.html” file in the “documentation.zip”.

Thank you for your interest in the PolyUtilities module. We are delighted to assist you with any inquiries related to this module. You can leave your feedback at We will provide support as soon as we receive your information.

Changes

-------- 1.0.6 - January 04, 2024 --------
NEW UPDATE
- Display menu labels when hovering over icons if the Collapsed Menu feature is activated.
- Quick Access Menu: Add options to activate features, quick additional activation in PolyUtilities/Settings.
- Search Menu: Add an option to activate the Search Menu in PolyUtilities/Settings.

-------- 1.0.5 - January 02, 2024 --------
NEW UPDATE
- Search Menu: Accessing menus while working within a system installed with numerous modules can be quite time-consuming. Alongside the Quick Access Menu, the menu search feature will assist you in quickly finding the desired feature menu. After searching for a menu, you can also add the search results to the Quick Access Menu for swift use in subsequent work sessions. (v1.0.5)
- Custom JavaScript code editing with the option to embed script/CSS links from CDN. This supports users in inserting widgets, chatbots, etc., more conveniently.
- Option to place custom JavaScript code at the header or footer of the page. 

CHANGE
- Adjust default display of the collapsed icon when activating the icon-only Sidebar Menu.

FIXED
- Utilize the default sidebar menu without activating the Collapsed feature on mobile and small interfaces.

-------- 1.0.4 - December 29, 2023 --------
NEW UPDATE
- Menu: Integrating a feature to support customizing the display of icon lists when collapsing the sidebar menu. (Thank you, manuelfer13, for your request and suggestions).

-------- 1.0.3 - December 21, 2023 --------
NEW UPDATE
- AIO: The All-in-one Support feature helps you connect with customers through popular communication channels such as phone, email, chat messenger, WhatsApp, Viber, linking to documents, and support centers. Support customization of interaction messages with customers for the support button.
- Quick Access Menu: The support feature allows creating quick links for the Quick Access Menu in the main menu and the settings menu.
- Modules: Display a list of active/deactivated modules or both.
CHANGED
- Modify the list of icons on the PolyUtilities Modules menu.
- Standardize the design of notification dialog boxes across the features of the module.
FIXED
- Customizable table list titles: Fix the issue of not displaying the interface for certain tables that lack data.

-------- 1.0.2 - December 16, 2023 --------
NEW UPDATE
- Customizable table list titles: Integrated popup dialog displaying title lists, supporting compatibility on mobile & desktop. (Thank you, fmlisboajr, for your request and suggestions).

FIXED
- Default blue screen error failing to load configuration when a variable is not set between PHP versions, PerfexCRM version.

CHANGED
- Customize JS/CSS: Reduced the number of confirm popups during code writing. Added support for Ctrl+S shortcut to save code while editing.
- Settings: Activate each feature independently, remove the Save button.

FIXED
- Editor: Fixed occasional errors with Hotkeys Ctrl+S during saving project information, project notes, and article drafting.
- Quick Access Menu: Sorting by dragging is now triggered only upon icon press, avoiding drag-drop errors while editing on mobile.
- Customizable table list titles: Resolved page reload issue when selecting displayed titles.
- Mobile display: Rectified Quick Access Menu display on mobile. Fixed PolyUtilities-related text input zoom issue on IOS while inputting data.
- Fix error of not loading or viewing custom JavaScript code and CSS formatting.

-------- 1.0.0 -> 1.0.1 - December 7, 2023 --------
NEW UPDATE
- Customization of column information display filters across Customer, Contracts, Projects, Invoices, Posts, and Custom JS/CSS editor sections.
- Integration of Ctrl+S shortcut to save Contracts, Contract notes, and Articles.
- Integrate attributes for link tags: rel, target when creating links in the Quick Access Menu.

CHANGED
- Enhanced search integration, improved visual icons for the Quick Access Menu.

FIXED
- Table of Contents adjustments: No longer generating Table of Contents when content lacks header tags.

NOTE: Minimum PerfexCRM version required is 3.0.0.

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