Custom Data Tables for Perfex CRM

Description

Feature Highlights

• 📊 No-Code Table Builder – Create powerful, filterable, and sortable data tables inside Perfex CRM without writing SQL or PHP.
• 🧠 Smart Data Sources – Pull records from Leads, Clients, Invoices, Projects, Tasks, Custom Fields, or your own DB views with a guided query wizard.
• ⚡ Blazing-Fast Grids – Server-side pagination, column indexing, and lazy loading for large datasets (10k+ rows) without slowing Perfex.
• 🔎 Advanced Search & Filters – Global search, per-column filters, date range pickers, and saved filter presets for one-click reporting.
• 🧾 Inline Edit & Bulk Actions – Update rows inline, apply bulk status changes, assign staff, or move pipeline stages from the table view.
• 📥 Export & Share – Export to CSV/XLSX/PDF, schedule email exports, and embed tables in dashboards or client portal pages.
• 🔐 Role-Based Visibility – Restrict tables and columns by role, department, or staff to keep sensitive fields private.
• 🔄 Lifetime Free Updates – Receive ongoing performance improvements and features at no extra cost.

Detailed Overview

Custom Data Tables for Perfex CRM gives teams a fast, flexible way to turn CRM data into actionable, interactive tables. Whether you’re a sales manager tracking lead velocity, a project owner monitoring tasks, or a finance admin reconciling invoices, this module replaces static lists with dynamic views you can filter, sort, edit, and export in seconds.

Built for performance and security, it supports server-side processing for large datasets, granular permissions, and reusable presets. Craft tailored tables for each department, embed them on dashboards or the client portal, and empower your team to make data-driven decisions directly inside Perfex CRM—no external spreadsheets required.

Comparison Table

Feature	Custom Data Tables	Default Perfex Lists / Generic Plugins
No-Code Builder	✔ Visual builder & wizard	✖ Limited columns / manual tweaks
Large Data Performance	✔ Server-side pagination & caching	✖ Client-side only, slow on 5k+ rows
Advanced Filters & Presets	✔ Column filters, saved views	✖ Basic filtering
Inline Edit & Bulk Actions	✔ Built-in	✖ Often missing
Role/Field-Level Permissions	✔ Fine-grained	✖ Global or coarse controls
Exports & Schedules	✔ CSV/XLSX/PDF & email	✖ Manual export only
Updates & Licensing	✔ GPL + lifetime free updates	✖ Paid renewals

Installation Guide

1. Download the Custom Data Tables for Perfex CRM GPL package from your wpshop.net account.
2. Log in to your Perfex CRM Admin Dashboard.
3. Navigate to Setup → Modules and click Install Module.
4. Upload the ZIP file and proceed with the on-screen installation steps.
5. Go to Modules and switch Custom Data Tables to Active.
6. Open Data Tables → New Table, choose a data source (e.g., Leads, Invoices, Tasks), pick columns, add filters, and Save.
7. Assign visibility to roles/departments, then add the table to dashboards or portal pages as needed.

Licensing Information

This product is distributed under the GPL (General Public License), allowing use and modification on unlimited Perfex CRM installations. Purchases from wpshop.net include lifetime free updates and limited support via email for installation guidance and core troubleshooting.

FAQs

Can I build tables without writing SQL?

Yes. Use the visual builder to select sources, columns, and filters. An Advanced mode is available for custom queries if you need it.

Will it slow down Perfex with large datasets?

No. The module uses server-side processing, pagination, and optional indexing to keep tables fast with 10,000+ rows.

Can staff edit CRM records from the table?

Yes. Enable inline editing and bulk actions per table and restrict actions by role or ownership.

Does it work with custom fields?

Absolutely. Custom fields from Leads, Customers, Projects, Tasks, and more can be selected as columns and used in filters.

Can I share tables with clients?

Yes. You can embed read-only tables into the client portal and control which columns and filters are visible.

Why Choose Custom Data Tables for Perfex CRM?

Custom Data Tables transforms Perfex into a data powerhouse: tailored, secure, and blazing fast. Replace static lists and external spreadsheets with interactive views your team can actually use—complete with inline edits, advanced filters, and automated exports. Backed by GPL freedom, lifetime updates, and wpshop.net’s reliable email support, it’s the most efficient way to operationalize your CRM data.

Build your perfect views today. Download Custom Data Tables for Perfex CRM from wpshop.net and start creating fast, secure, and insightful tables your whole organization will love—complete with lifetime free updates and limited support via email.