PolyUtilities for Perfex CRM: Quick Access Menu, Custom JS, CSS, and More
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.
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.
What is Custom JS in PolyUtilities?
How can I add Custom JS code in PolyUtilities?
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.
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 email@example.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
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.
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.
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)
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.
Add Custom JS, CSS Files
- Define JS, CSS files. Customize activation or deactivation for each file or globally in the settings.
- 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.
Quick Access Menu
Time is valuable in work. Quickly accessing frequently managed components contributes to increased work efficiency.
- 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.
- 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.
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.
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