Custom Data Tables for Perfex CRM with PolyUtilities

In business data management, flexibility and intuitiveness are among the key factors. PolyUtilities, a module designed for Perfex CRM, has been developed to integrate features that allow you to easily customize the display and organization of data within tables (Data Tables). This feature introduces a completely new experience, helping businesses save time and optimize management efficiency.

Key Highlights of the Data Table Customization Feature

1. Intuitive Column Display Management

• Easily select or deselect columns to display on data tables by simply ticking or unticking your desired options.
• Free yourself from default table structures, enabling customizations tailored to the unique needs of each business or department.

2. Drag-and-Drop Column Reordering

• Rearrange columns directly within the table interface using simple drag-and-drop actions.
• Flexibly prioritize the display of essential information without requiring technical expertise.

3. Support for Custom Fields

• Beyond default columns, you can display and reorder custom fields.
• No coding knowledge is required, as all functionalities are pre-integrated, making them convenient and easy to use.

4. Customizable Table Appearance

• Combine this feature with support for JavaScript and CSS customizations, allowing you to modify table appearances effortlessly.
• Businesses can create unique table layouts or tailor them to match their brand identity.

5. Enhanced Work Efficiency

• Focus on critical information by dragging important columns to the forefront.
• Adapt table structures flexibly to meet immediate work requirements.

Benefits of Customizing Data Tables in Perfex CRM

Boost Work Efficiency

Employees can easily locate and access crucial information without needing to perform multiple steps. This saves time and improves overall productivity.

Streamline Workflow

The customization feature is adaptable to the needs of various departments, from sales to finance, enabling data to be organized clearly and effectively.

Increase Customization Flexibility

Businesses can modify how data is displayed to suit specific workflows, enhancing the user experience.

Supported Data Tables

PolyUtilities currently supports the Data Table customization feature for most major default tables in Perfex CRM as well as data tables from third-party modules. The default supported tables include:

• Leads: Manage potential customers with fields like Email, Phone, Tags, Value, etc.
• Customers: Customize customer information, including phone numbers, addresses, and customer groups.
• Proposals: Track proposals with fields such as total tax, discounts, creation date, and status.
• Estimates: Display detailed estimates with fields like amount, tax, status, and creation date.
• Invoices: Manage invoices, including fields such as amount, status, discounts, and payment information.
• Expenses: Track expenses with fields like date, customer, project, and payment methods.
• Projects: Manage project progress, costs, members, and statuses.
• Tasks: Monitor tasks with details about assignees, statuses, and completion dates.
• Contracts: Manage contracts with fields such as contract type, value, start date, and end date.

A Practical Solution for Perfex CRM Users

The feature of customizing and organizing data within Data Tables, brought to you by PolyUtilities, is an effective solution for individuals and businesses using Perfex CRM who require tailored data management. With simple actions like drag-and-drop and column selection, you not only save time but also optimize your information management processes.

Experience the features of PolyUtilities today to elevate your management efficiency and maximize the power of your business data!