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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…

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 is a popular choice for managing projects, invoices, and customer relationships. However, the basic version of PerfexCRM may not fully…

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: Each banner media supports 4 types: Step 3:…

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 features: Site: https://polyutilities.polyxgo.com/admin Due to the customization of JavaScript and CSS source code depending on each customer’s integration needs, we do…