How to Create Banners in Perfex CRM

To create banners or announcements displayed on the Perfex CRM system after installing the PolyUtilities module, follow these steps:

Step 1: Navigate to PolyUtilities/Banners.

Step 2: Select “Create new banner” and enter the information for the banner to be displayed. Each banner currently supports the following parameters:

• Title: The banner’s title.
• Widgets area: Choose positions where the banner will be displayed within the system. Refer to the widget area list here.

Each banner media supports 4 types:

• Upload image: Upload a custom image.
• Link image: Use an image link from an external source.
• Embed iframe code: Insert HTML embed iframe code.
• HTML/Text: Custom HTML or plain text content.
• Date from: Start date for display. If not set, it defaults to the current date.
• Date to: End date for display. If not set, the banner will remain active if its status is enabled.
• Url: Redirect URL when a user clicks on the banner.
• Target: _blank for external sites, or customize as needed.
• Rel: For external links, set to nofollow if not transferring backlink authority to the URL.
• Is active?: Banner activation status.

Step 3: Configure animation effects for the banner slider under the Settings section.

• Activate all banner positions?: Enable/disable the display status of all banner sliders.
• Autoplay?: Enable automatic animation.
• Show controls?: Display navigation buttons on the slider.
• Thumbnails?: Show thumbnails on the slider.
• Transition effects: Supports fadeInOut, slide, flip, flipX, flipY, zoomInOut, jackInTheBox, rotateInOut effects.