Description
๐ Custom Data Tables Module for Perfex CRM
๐ Overview
The Custom Data Tables module for Perfex CRM allows administrators to create, manage, and customize data tables for projects, clients, invoices, and other CRM entities.
It enhances Perfex CRM by providing flexible table structures and better data organization for business needs.
Inspired by real-world business workflows, this module helps teams track information more efficiently, generate reports, and integrate additional custom fields into existing CRM tables.
โจ Key Features
- Custom Tables: Create new tables to manage any type of data within Perfex CRM.
- Custom Fields: Add text, number, date, dropdown, and checkbox fields to tables.
- Table Management: Edit, delete, and reorder tables and fields with ease.
- Data Import/Export: Import CSV files or export table data for reporting.
- Integration with CRM: Link tables to projects, clients, invoices, and tasks.
- Access Control: Role-based permissions for viewing or editing data tables.
- Reports & Analytics: Generate reports based on custom table data.
- User-Friendly Interface: Intuitive design for administrators and staff.
- Responsive Design: Fully compatible with desktop and mobile interfaces.
- Performance Optimized: Handles large data sets efficiently.
โ๏ธ Technical Stack
- Backend: PHP 7/8, Laravel Framework (Perfex CRM compatible)
- Frontend: HTML5, CSS3, Bootstrap 5, JavaScript, jQuery
- Database: MySQL / MariaDB
- Server Requirements: Apache / Nginx with PHP extensions (pdo, mbstring, curl, openssl, zip)
- Integration: Designed to extend Perfex CRM modules without altering core functionality
๐งฉ Installation Guide
- Upload the Custom Data Tables module to
Perfex CRM/modulesdirectory. - Go to Perfex Admin Panel โ Setup โ Modules โ Install and activate the module.
- Configure custom tables and fields via the module dashboard.
- Assign tables to projects, clients, invoices, or tasks as needed.
- Start managing your data efficiently within Perfex CRM.
๐ Full installation and usage guide is included in the package.
๐ฆ Deliverables
- โ Custom Data Tables Module Source Code (GPL Licensed)
- โ Admin Dashboard for Table Management
- โ Sample Tables and Fields for Quick Setup
- โ Installation & Customization Documentation
- โ Fully Compatible with Latest Perfex CRM Version
๐ฑ Supported Platforms
- Operating Systems: Linux, Windows, macOS (LAMP/LEMP compatible)
- Devices: Desktop, Tablet, Mobile (responsive design)
- Browsers: Chrome, Firefox, Edge, Safari (latest versions)
๐ง Notes
- License: Distributed under the GNU General Public License (GPL) for educational and non-commercial purposes.
- Customization: Create additional tables, fields, and relationships as per business requirements.
- Security: Role-based access control recommended for sensitive data.
- Performance: Optimized for handling large datasets within Perfex CRM.
๐จโ๐ป Original Developer Credit
Developed by CodeCanyon Author. This GPL version is shared for educational and open-source purposes, fully crediting the original developer.
๐ Disclaimer
This module is not affiliated with or endorsed by the original developer or CodeCanyon.
Distributed under the GNU General Public License (GPL), allowing modification, study, and redistribution for educational and non-commercial purposes.
All trademarks, logos, and brand names remain the property of their respective owners.

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