Note: This is an extension utility module for Perfex CRM. You can purchase Perfex CRM at: Perfex - Powerful Open Source CRM
Demo of PolyUtilities features:
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.
- 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”. You can also refer to the usage guide article here: Guide to Install and Use PolyUtilities for Perfex CRM
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 https://codecanyon.net/user/polyxgo. We will provide support as soon as we receive your information.