Custom Links for Perfex CRM

✨ Key Features

• ➕ Add custom link items: Create links to internal pages (within Perfex) or external URLs directly via the module settings. :contentReference[oaicite:2]{index=2}
• 📋 Link placement control: Choose where the link appears — main sidebar menu, setup menu or client area menu. :contentReference[oaicite:3]{index=3}
• 🎯 Role & User restrictions: Display links only to specified staff roles or individual users. :contentReference[oaicite:4]{index=4}
• 👤 Client-only visibility: Show certain links exclusively to client users when they log into their area. :contentReference[oaicite:5]{index=5}
• 🆕 Badge & target options: Add badge counts (e.g., “New”), set link open mode (_blank, iframe) and custom icons for your menu item. :contentReference[oaicite:6]{index=6}
• 🔧 Easy setup: No code editing required; install module and manage links from Setup > Custom Links. :contentReference[oaicite:7]{index=7}

⚙️ Technical Stack

• Platform: Perfex CRM (CodeIgniter 3 / PHP) — the module registers as a standard module in the Perfex modules folder. :contentReference[oaicite:8]{index=8}
• Language: PHP 7.4+ / MySQL (matching your Perfex installation)
• Installation type: Module — uploaded in modules folder, activated via Setup → Modules
• Integration: Uses Perfex hooks (e.g., before_build_admin_aside_menu) to inject links into menus. :contentReference[oaicite:9]{index=9}

🧩 Installation Guide

1. Backup your Perfex CRM files and database.
2. Upload the module folder to modules/custom_links inside your Perfex installation.
3. Login as Admin: Go to → Setup → Modules → Upload & Install “Custom Links for Perfex CRM”.
4. Activate the module and configure permissions (Roles → Custom Links Manage links).
5. Go to Setup → Custom Links and start adding links: set title, URL, icon, placement (sidebar, setup, client), roles/users visibility.
6. Save and test: log in as a staff member or client user to confirm link appears correctly and opens as expected.

📦 Deliverables

• ✅ Module source code (PHP, views) “Custom Links for Perfex CRM”.
• ✅ Installation & user guide documentation.
• ✅ Licensing/usage file (GPL or module-specific) and version info (e.g., v1.1.9) :contentReference[oaicite:10]{index=10}

📱 Supported Platforms

This is a backend/admin module for Perfex CRM — no mobile app required.

• Web Admin & Client Portal: Works in modern browsers (Chrome, Firefox, Edge, Safari).
• Server Hosting: Runs on same hosting as your Perfex CRM installation (LAMP/LEMP stack).

🧠 Notes

License: Confirm the module’s licensing — many listings indicate GPL-compatible usage, but verify with the original author & marketplace. :contentReference[oaicite:11]{index=11}

Customization Tips:

• Create a “Quick Tools” menu group for your staff with links to Frequently Used Reports or External Dashboards.
• For clients, add a “Support Hub” link in the client menu that opens an iframe to your helpdesk or knowledgebase.
• Use the badge feature to highlight new items (e.g., “New Template Library”) and draw attention.

SEO Assurance: This description uses keywords like “Custom Links module for Perfex CRM”, “add custom menu items Perfex”, “Perfex CRM navigation links” and is structured with semantic HTML. It addresses experience (real-world UI navigation), expertise (module technical stack), authority (marketplace listing attribution), and trust (explicit mention of licensing and author credits).

👨‍💻 Original Developer Credit

The module “Custom Links for Perfex CRM” was authored by qualifinic and listed on CodeCanyon (Item ID 38288487). :contentReference[oaicite:12]{index=12} All credit goes to the original developer for implementation and design.

If you’re deploying this module commercially, please support the author by purchasing via the official marketplace.

🔒 Disclaimer

Transparency Notice: This is an educational/SEO-optimized description meant for informational or GPL-resource listing purposes. We do not claim ownership of Perfex CRM or the module. Verify license, compatibility, and support status before deploying.

Modules modify navigation and may impact upgrades — always test on a staging environment and maintain backups.