The Power of Note-Taking in Modern Work
Note-taking is more than a personal habit — it is a powerful productivity tool that helps individuals and teams save time, improve focus, and organize work efficiently. With structured notes, employees can easily track progress,…
Guide to Install and Use FlexiNote for Perfex CRM
FlexiNote for Perfex CRM extends note-taking capability inside Perfex CRM. Staff can create and manage personal notes instantly from any admin page. Notes attach to pages such as Projects, Orders, Tasks, Tickets, Invoices, Payments, Modules, or…
How to Create Favorite Links for Perfex CRM
When managing daily workflows in Perfex CRM, quick access to frequently used sections can significantly improve productivity. While Perfex CRM provides a powerful foundation, it lacks built-in shortcuts for personal or team use. Fortunately, with…
Customizing Menus for Perfex CRM
Are you looking to organize multi-level menus, arrange, or add new custom menus for PerfexCRM? The PolyUtilities module is the most powerful and unique tool currently available that provides comprehensive menu customization features. This module…
Context Menu for Perfex CRM: A Powerful Tool for Quick and Efficient Navigation
Right-click menus, also known as context menus, are powerful tools that make it easier for administrators and staff to quickly access various system features. PerfexCRM is a powerful CRM platform designed for small and medium-sized…
Optimize Custom Content Display on PerfexCRM with PolyUtilities
Widgets feature in PolyUtilities module of PerfexCRM enables users to easily customize and manage content such as notifications, advertisements, and more in key interface positions. With this feature, users can add content types such as HTML,…
Custom Language Selector for PerfexCRM with PolyUtilities
Widgets Language feature in PolyUtilities module allows you to customize display of language options on PerfexCRM system. You can easily configure supported languages and let users select their preferred language through an intuitive interface with…
Custom Login Page for PerfexCRM with PolyUtilities
PolyUtilities is a module developed to provide customization features for PerfexCRM. One of the most common needs businesses have is personalizing the CRM system’s login page to showcase professionalism and uniqueness. Simplify Login Page Customization…
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…
How do I customize my Perfex CRM?
PerfexCRM is a robust and flexible customer relationship management (CRM) system, specifically designed for small and medium-sized businesses to optimize workflows, manage customers, and enhance business performance. With its user-friendly interface and diverse features, PerfexCRM…
How to Create Banners & Announcement Sliders 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…
Guide to Install and Use PolyUtilities for Perfex CRM
Thank you for choosing PolyUtilities module for Perfex CRM. If you have any questions that are beyond the scope of this help file, please feel free to email us via contact form here. Demo of PolyUtilities…