Perfex CRM Module
PolyUtilities for Perfex CRM
Integrated utility features have been added to Perfex CRM to enhance operations and optimize workflow. These include projects, banners, widgets, a collapsible menu for search and rearrangement, a quick access menu, a custom menu (admin, setup, clients, grouping, popup, multi-level), a data table filter for displaying or reordering columns, an All-in-One support button, custom/embedded JavaScript/CSS, and additional operational functions.
- Dynamic widgets for flexible content display
- Backup & restore you site
- Easily create multi-level custom menus for the sidebar, setup, and client areas
- Menu and group-based permission control
- Grouping for sidebar, setup, and client menus
- Sort and filter visible columns in data tables
- Custom login page design
- …and many more productivity-focused features to streamline your CRM experience
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Perfex CRM Module
FlexiNote for Perfex CRM
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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Perfex CRM Module
Data Builder for Perfex CRM
Data Builder introduces a visual query builder and reporting system that allows teams to combine data across multiple Perfex CRM modules without writing SQL.
Using a drag-and-drop interface, administrators and staff can design custom data views, apply advanced filters, generate aggregated reports, and export results for analysis or operational monitoring.
This approach simplifies cross-module reporting while maintaining control over database access and permissions.
Build powerful cross-module reports in Perfex CRM without writing SQL
Visual Report Builder
- Drag-and-drop canvas for designing custom data views
- Select fields from multiple tables and arrange report columns visually
- Rename fields with user-friendly aliases and hide technical columns when needed
- Live preview results instantly while building queries
Flexible Data Relationships
- Automatically detect table relationships based on foreign keys and naming conventions
- Create custom table relations for third-party modules or custom tables
- Support multiple join types including INNER JOIN, LEFT JOIN, and RIGHT JOIN
Advanced Filtering & Aggregation
- Create complex filtering rules using a visual interface
- Combine conditions with AND / OR logic
- Use operators such as Equals, Contains, Greater/Less Than, Between, IN, Null checks
- Generate summarized reports using SUM, COUNT, AVG, MIN, MAX with Group By
Secure Runtime Reporting
- Execute saved views securely using CodeIgniter Query Builder
- Server-side pagination ensures fast loading even with large datasets
- Access reports through dedicated runtime routes inside Perfex CRM
Export & Data Sharing
- Export complete report datasets to CSV or Excel (XLSX)
- Share reports with team members or use exports for further analysis
Access Control & Permissions
- Restrict accessible database tables using a Table Whitelist
- Integrate with Perfex CRM role permissions for View, Manage, and Export access
- Configure reports as Public, Private, or shared with selected users/roles
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