FlexiNote extends note-taking capability inside Perfex CRM. Supports staff creating and managing personal notes instantly from any admin page.

Notes can attach to independent pages such as Projects, Orders, Tasks, Tickets, Invoices, Payments, Modules, or Settings, giving users an overview each time they start a new session.

Workflow becomes faster, more consistent, and more efficient.

• Create or edit notes quickly on any CRM page without limit
• Notes float over interface; add, edit, drag, resize, hide or show independently per page; move freely across Perfex layout
• Build unlimited hierarchical sub notes up to 8 depth levels, with visual connecting lines showing relation to parent notes
• Display and search notes through three tabs — Current Page Notes, All Notes, and Admin Notes. Each note includes quick link redirecting to its attached page
• Collapse, expand, or pin important notes on top of list
• Assign colors, freely adjust size and position
• Right-click menu adds new note or sub note anywhere on page, toggle all notes on/off, or switch to focus view mode
• …and features focused on enhancing performance in using the Perfex CRM system efficiently, saving time and effort

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