PolyUtilities for Perfex CRM: Quick Access Menu, Custom JS, CSS, and More

🚀 Overview

The PolyUtilities module is a feature-rich add-on crafted specifically for **Perfex CRM**, empowering administrators and developers to streamline workflows, customise UI/UX, and inject custom scripts/styles without altering core files. :contentReference[oaicite:1]{index=1}

With real-world enterprise workflows in mind—such as quick navigation links, branding through custom JS/CSS, dashboard widgets, and performance-enhancing utilities—this module draws from practical experience in improving CRM usability and productivity.

Ideal for: Businesses using Perfex CRM who want deeper UI/UX customisation, CRM administrators looking for productivity boosts, developers embedding custom functionality, and agencies offering CRM premium setups under a GPL-friendly framework.

✨ Key Features

• Quick Access Menu: Define custom shortcuts to frequently used sections of Perfex CRM—set icons, names, hotkeys, sort order—to save clicks and speed up operations. :contentReference[oaicite:2]{index=2}
• Custom JavaScript Injection: Add arbitrary JS code from the admin panel—great for tracking (Google Analytics, Tag Manager), chat widgets, API integration or UI tweaks. :contentReference[oaicite:3]{index=3}
• Custom CSS Injection: Apply your own styling via custom CSS from the UI, enabling brand customisation without modifying core templates. :contentReference[oaicite:4]{index=4}
• Widget Framework: Add widgets (text, HTML, etc.) in pre-defined display zones within the CRM (dashboard, sidebar, login page, client area) for improved information display. :contentReference[oaicite:5]{index=5}
• Menu Search & Context Menus: Search across large menus for quick access, and create right-click context menu items for faster navigation. :contentReference[oaicite:6]{index=6}
• UI/UX Productivity Utilities: Features like “scroll to top”, “fix menu bar”, confirmation dialogs on delete, icon-only sidebar collapse, table-of-contents for content editors, copy phone/email buttons in tables. :contentReference[oaicite:7]{index=7}
• Role & Permission Control: Specify which admins/users may manage when JS/CSS injection or quick-menus are editable—maintain governance over customisation. :contentReference[oaicite:8]{index=8}

⚙️ Technical Stack & Requirements

• Platform: Built as a module for Perfex CRM (CodeIgniter/PHP framework) and tested for compatibility. :contentReference[oaicite:9]{index=9}
• Languages: PHP (module logic), JavaScript (front-end injection), CSS (styling overrides).
• Database: Uses Perfex’s existing MySQL/MariaDB structure; no additional database system required.
• Server Requirements: Standard Perfex CRM stack (PHP, CodeIgniter, web server). Because custom JS/CSS may interact with external libraries, ensure your hosting environment allows safe script loading and SSL/HTTPS for any analytics or tracking. :contentReference[oaicite:10]{index=10}

🧩 Installation Guide

1. Prerequisite: Ensure Perfex CRM is installed and you have administrator access. Confirm compatibility (module notes mention Perfex CRM version 3.0.0 or higher). :contentReference[oaicite:11]{index=11}
2. Upload Module: Navigate to Setup → Modules in Perfex admin area and upload the module ZIP (e.g., poly_utilities.zip). :contentReference[oaicite:12]{index=12}
3. Activate Module: After installation, activate the module. Then locate “PolyUtilities” in your admin menu. :contentReference[oaicite:13]{index=13}
4. Configure Settings: Go to PolyUtilities → Settings and enable features you require (Quick Access Menu, Custom JS, Custom CSS, Widgets, etc.). Set permissions for who can manage these. :contentReference[oaicite:14]{index=14}
5. Create Shortcuts & Custom Scripts: Create quick menu links and upload custom JS/CSS via module interface (PolyUtilities → Quick Menu / JS / CSS). :contentReference[oaicite:15]{index=15}
6. Test & Go Live: Verify that the custom menu, widgets and script injections function correctly in admin and client areas. Once satisfied, train users and apply across your organisation. Monitor performance and ensure no conflicts arise with other modules or JS code.

📦 Deliverables

• Full source-code package of “PolyUtilities for Perfex CRM” (GPL licensed when distributed under the GPL-compliant channel). :contentReference[oaicite:16]{index=16}
• Module files including admin panel UI, Quick Access Menu logic, JS/CSS editor, widget management, documentation/README. :contentReference[oaicite:17]{index=17}
• Documentation covering installation steps, feature-usage, hook positions for widgets, custom-menu creation and script injection. :contentReference[oaicite:18]{index=18}

📱 Supported Platforms

• Web Browsers: Chrome, Firefox, Safari, Edge – compatibility with Perfex admin and client UI.
• Devices: Desktop and laptop for full admin/customisation experience; basic functionality accessible via tablet/mobile browser when Perfex CRM is mobile-responsive.
• Server OS: Linux distributions (Ubuntu, Debian, CentOS) recommended; Windows work-server supported if Perfex stack met.

🧠 Notes

• License: The module is offered under the GNU General Public License (GPL) via certain distributors, which means you are free to use, modify and distribute under GPL terms. Always verify the distributor terms and domain-usage rights. :contentReference[oaicite:19]{index=19}
• Customization Tips: Because you have full source access, you can extend this module by adding custom widgets, hook positions, custom scripts or integrate with third-party APIs (e.g., analytics, chatbots, niche modules). The custom JS/CSS editor makes non-developers capable of visually tailoring the CRM interface too. :contentReference[oaicite:20]{index=20}
• SEO & Trust Assurance: Enhancing the UI and navigation of your CRM fosters organisational efficiency, reduces user-friction and indirectly supports better team productivity and trustworthiness in your internal workflows. When deployed responsibly, it reflects a well-managed system which can bolster stakeholder and client trust.
• Experience highlight: The module supports many small but high-impact utilities (quick-menu, custom scripts, widgets) that map to real admin pain-points—this indicates the developer’s domain awareness and practical expertise in CRM usability improvements. :contentReference[oaicite:21]{index=21}

👨‍💻 Original Developer Credit

Developed by POLYXGO and publicly listed as “PolyUtilities for Perfex CRM: Quick Access Menu, Custom JS, CSS and More”. :contentReference[oaicite:23]{index=23}

🔒 Disclaimer

This description is provided for informational and GPL-listing purposes only. We are not the original rights-holder. All trademarks and brand assets (such as “Perfex CRM”) remain the property of their respective owners. For production deployment, make sure you obtain a valid licence/source from an authorized distributor, host in a secure environment (SSL/HTTPS), test custom scripts thoroughly (especially when injecting JS/CSS), and maintain backups and permissions governance.