PolyUtilities for Perfex CRM: Quick Access Menu, Custom JS, CSS, and More v1.0.8

Thank you for your interest in the module and for your support. If you need assistance with troubleshooting or adjusting features, please feel free to contact me!

Note: This is an extension utility module for Perfex CRM. You can purchase Perfex CRM at: Perfex – Powerful Open Source CRM
Version 1.0.9 is out! (May 6, 2024). Click here to view the Changelog

Live Demo

Site: https://perfexmodules.wikipoly.com/admin
User: demo.admin@polyxgo.vn
Pass: thankyou

v1.1.0 Update comming soon

Scheduled for publication on May, 2024
List of features planned for integration:
- Integrate the database backup feature.
- Features supporting database backup, customizing file name structure, setting passwords for compressed files, etc.
- Feature supporting system-wide notification banners: admin, staff, clients.
- Feature supporting popup management by: admin, staff, clients, URL, etc. 

Custom menu – custom links for Perfex CRM

• Supports creating, editing, deleting, and grouping lists of sidebar, setup, and clients menus. Manage display permissions for menus and custom menu groups according to roles & users.
• Easily organize and regroup the list: main menu, settings menu, and user-side menu. Supports adding icons, label content, and background color.
• Custom menu links support iframes, links, convenient for querying general documents, Excel files, contracts, etc., related to a custom menu group. For example, creating a new group of social media links: YouTube, Facebook, TikTok, LinkedIn, Pinterest, etc.
• Supports displaying or hiding menu items in the sidebar & setup section. Combines features to customize different menu groups for various modules within the same system.
• Integrate Type Divider when creating custom menu items. Support creating spacing to divide different menu groups on the sidebar menu and setup.

Sidebar menu   Setup menu  Clients/ users menu 

Widgets

This is a feature that integrates popular widgets to help you add content display components to the PerfexCRM system without the need for programming knowledge. The feature works similarly to Widgets in the WordPress CMS. The feature also integrates support for hook and filter methods, allowing developers to develop custom data display modules on supported widget positions and customize them according to their own requirements.

Supported widgets

Currently, the modules support default widgets such as:

• Text: to display text content.
• Image: to display images. In comming soon.
• HTML: to display custom HTML content.

A list of popular and essential widgets will be gradually integrated in upcoming versions. 

Supported widget display areas

• After topbar menu: Display content abow the main menu.
• Right avatar: Display content right the avatar.
• After avatar: Display content below the avatar.
• Before sidebar logo: Display before sidebar logo position.
• Before sidebar menu: Display content before the sidebar menu.
• After sidebar menu: Display content after the sidebar menu.
• Before setup menu: Display content before the setup menu.
• After setup menu: Display content after the setup menu.
• Before dashboard: Display content abow the dashboard.
• Before article details: Display content before article details.
• Between article details: Display content between article details, ensuring that there are at least four paragraphs of content created by the p tag.
• After article details: Display content after article details.
• Admin footer: Display content in admin area footer.
• Customer footer: Display content in customer area footer.
• Before customer login form: Display content above the customer login form.
• After customer login form: Display content below the customer login form.
• Before admin login form: Display content above the admin login form.
• After admin login form: Display content below the admin login form.

Hooks add additional display positions for Widgets

The function below will add one widget display position and a list of default positions. When developing custom modules, if you need to set up a specific hook to display widget data, you can use this feature. Read more at: https://wikipoly.com/en/guide-to-install-and-use-polyutilities-for-perfex-crm/#hooks-add-additional-display-positions-for-widgets

All-in-One Support for Clients

The All-in-one Support feature helps you connect with customers through popular communication channels such as phone, email, chat messenger, WhatsApp, Viber, linking to documents, and support centers. Support customization of interaction messages with customers for the support button.

• It’s possible to display custom AIO for Admin, Clients, or both.
• Personalized Support: When logged in, customers can access contact information for personnel in charge of specific projects currently underway. The feature will be integrated in the upcoming version.

Collapsed icon-only Menu

Integrating a feature to support customizing the display of icon lists when collapsing the sidebar menu. Display menu labels when hovering over icons. 

Search menu for Perfex CRM

Accessing menus while working within a system installed with numerous modules can be quite time-consuming. Alongside the Quick Access Menu, the menu search feature will assist you in quickly finding the desired feature menu. After searching for a menu, you can also add the search results to the Quick Access Menu for swift use in subsequent work sessions. (v1.0.5) 

Customizable table list titles by user: easily select the titles to display for data table on PerfexCRM.

Supports optional filtering columns on all data tables within PerfexCRM & other associated modules: Customers, Contracts, Invoices, Projects, etc. The feature includes storing configurations per administrative account and supports multi-language functionality.

VIDEO DEMO

Add Custom JS, CSS Files

Support for administrators to customize and manage JavaScript and CSS code for customization in Admin, Clients, or both.

Supporting Features:

• Define JS, CSS files. Customize activation or deactivation for each file or globally in the settings.
• Add custom JavaScript code to support admin: call APIs, integrate external JavaScript libraries, embed chatbot, widgets, add Google analytics tracking code, Google tag manager, Facebook Pixel, or any other JS, CSS code to Perfex CRM.
• Technical team easily integrates additional features in administration using JavaScript and CSS code.
• Code editing section integrated with CodeMirror, supporting easy, quick formatting for writing JavaScript and CSS code, convenient for developers.
• Custom CSS to support administrators in easily customizing the admin component interfaces. Combined with custom JS, it supports designing the Perfex CRM interface in a unique style matching the company’s brand identity.

Quick Access Menu

Time is valuable in work. Quickly accessing frequently managed components contributes to increased work efficiency.

Supporting Features:

• Customize a list of quick access menu links for frequently managed sections, support custom shortcuts, sort order, icons, and naming menus.
• Quickly switch between languages via custom shortcuts.
• Quickly back up the database via custom shortcuts.

Other Utilities

• Integration of using the Ctrl+S shortcut to save content while editing: Contracts, Projects, Project Notes, adding custom JavaScript, and CSS. These contents can often be lengthy during editing, and supporting the Ctrl+S shortcut will ensure safer and more convenient content storage compared to clicking the Save button. (v1.0.1)
• When adjusting Project information and saving, it won’t redirect to the view page. Currently, after saving Project information, it redirects to the information page, making it inconvenient to continue editing. You would need to edit the project again to access the editing section. (v1.0.1)
• Activate confirmation pop-ups for deleting notes. Prevent accidental deletion of notes with no chance of recovery.
• Fix the top menu bar in the administration section.
• Integrate a table of contents creation feature in contract drafting, articles. Assist administrators in quickly navigating to relevant sections without spending time searching.
• Integrate extended function buttons: copy customer phone numbers, emails. Integrated into tables displaying phone numbers, emails.
• Integrate a scroll-to-top feature in the administration section. Assist administrators in quickly moving to the top of the page.
• And other features that we will continually research and integrate in the future. For example: swift switching from notes to projects, contracts, task assignments.

Demo

Due to the customization of JavaScript and CSS source code depending on each customer’s integration needs, we do not have any specific demo version available. However, you can preview the feature set that our module offers by viewing the provided image list for reference.

Compatibility

The module has been developed and tested to ensure 100% compatibility with Perfex CRM source code and the CodeIgniter framework. When integrating custom JavaScript code, it’s essential to ensure there are no conflicts with the Perfex CRM source code. In case of conflicts, customers can contact us for integration support, consultation, and error resolution.

Instructional Documentation

Installation: Customers can install and utilize the guidance module by referring to the “index.html” file in the “documentation.zip”.
Thank you for your interest in the PolyUtilities module. We are delighted to assist you with any inquiries related to this module. You can leave your feedback at https://codecanyon.net/user/polyxgo. We will provide support as soon as we receive your information.

Changes

-------- 1.0.9 (May 6, 2024) --------
NEW UPDATE
- Supports viewing a popup that displays detailed todo content and actions when clicking on a todo item.
- Scroll to top when clicking the menu item Setup.
- Add a close button for the Setup menu at the bottom of the list. Scroll to top when clicking the menu item.
- Display account information below the main logo in the admin section.
- Supports displaying or hiding menu items in the sidebar & setup section. Combines features to customize different menu groups for various modules within the same system.
- Integrate Type Divider when creating custom menu items. Support creating spacing to divide different menu groups on the sidebar menu and setup.
- When the Backup module is active, pressing the delete button for the backup database list will display a confirmation popup dialog.

CHANGED
- Optimize, adjust, and modify the programming code for some features.

FIXED
- The widget displaying content in the middle of the article duplicates the content from the beginning of the article widget.
- Disable the table of contents feature on small screen devices.
- Custom Menu: Fix the issue where iframe content cannot be interacted with.
- Fix issues related to activation, deactivation, and notifications regarding the `config/my_routes.php` file. `Message: require_once(/www/your_site/modules/poly_utilities/config/my_routes.php): Failed to open stream: No such file or directory. Filename: config/my_routes.php`.
- Fix issues related to the Appointly module's routes.

-------- 1.0.8 - April 21, 2024 --------
NEW UPDATE
- Custom menu: supports creating, editing, deleting, and grouping lists of sidebar, setup, and clients menus. Manage display permissions for menus and custom menu groups according to roles & users.
- Support for creating search links for information across various data tables: Tasks, Projects, Customers,... and sharing them in the workflow. For example, sharing a link that displays all Tasks related to the keyword "custom menu".

CHANGED
- Display scroll bar when the quick access menu has too many items.

-------- 1.0.7 - February 10, 2024 --------
NEW UPDATE
- WIDGETS: Integrate widget functionality to display data at any location within PerfexCRM. The widget feature operates similarly to WordPress CMS. PolyUtilities will support hook positions corresponding to widget-supported positions without the need to intervene in the CRM source code. For this widget feature, Polyxgo supports displaying data from third-party modules on demand.
- Integrate an icon to support 'Login as Client' for the Customer List section and various customer information display locations. Aid administrators in visually previewing customer information that is visible to them.
- Remember the Activate/Deactivate options for the list of modules. Supports retaining previously displayed states.

CHANGED
- Integration supports Line-Break in the custom JavaScript and CSS code editor.

FIXED
- Fix the issue of displaying the project details page on mobile where it overflows the screen width due to the Avatar and project status being on the same line as the long project title.
- Adjust the permissions for using features.

-------- 1.0.6 - January 04, 2024 --------
NEW UPDATE
- Display menu labels when hovering over icons if the Collapsed Menu feature is activated.
- Quick Access Menu: Add options to activate features, quick additional activation in PolyUtilities/Settings.
- Search Menu: Add an option to activate the Search Menu in PolyUtilities/Settings.

-------- 1.0.5 - January 02, 2024 --------
NEW UPDATE
- Search Menu: Accessing menus while working within a system installed with numerous modules can be quite time-consuming. Alongside the Quick Access Menu, the menu search feature will assist you in quickly finding the desired feature menu. After searching for a menu, you can also add the search results to the Quick Access Menu for swift use in subsequent work sessions. (v1.0.5)
- Custom JavaScript code editing with the option to embed script/CSS links from CDN. This supports users in inserting widgets, chatbots, etc., more conveniently.
- Option to place custom JavaScript code at the header or footer of the page. 

CHANGE
- Adjust default display of the collapsed icon when activating the icon-only Sidebar Menu.

FIXED
- Utilize the default sidebar menu without activating the Collapsed feature on mobile and small interfaces.

-------- 1.0.4 - December 29, 2023 --------
NEW UPDATE
- Menu: Integrating a feature to support customizing the display of icon lists when collapsing the sidebar menu. (Thank you, manuelfer13, for your request and suggestions).

-------- 1.0.3 - December 21, 2023 --------
NEW UPDATE
- AIO: The All-in-one Support feature helps you connect with customers through popular communication channels such as phone, email, chat messenger, WhatsApp, Viber, linking to documents, and support centers. Support customization of interaction messages with customers for the support button.
- Quick Access Menu: The support feature allows creating quick links for the Quick Access Menu in the main menu and the settings menu.
- Modules: Display a list of active/deactivated modules or both.
CHANGED
- Modify the list of icons on the PolyUtilities Modules menu.
- Standardize the design of notification dialog boxes across the features of the module.
FIXED
- Customizable table list titles: Fix the issue of not displaying the interface for certain tables that lack data.

-------- 1.0.2 - December 16, 2023 --------
NEW UPDATE
- Customizable table list titles: Integrated popup dialog displaying title lists, supporting compatibility on mobile & desktop. (Thank you, fmlisboajr, for your request and suggestions).

FIXED
- Default blue screen error failing to load configuration when a variable is not set between PHP versions, PerfexCRM version.

CHANGED
- Customize JS/CSS: Reduced the number of confirm popups during code writing. Added support for Ctrl+S shortcut to save code while editing.
- Settings: Activate each feature independently, remove the Save button.

FIXED
- Editor: Fixed occasional errors with Hotkeys Ctrl+S during saving project information, project notes, and article drafting.
- Quick Access Menu: Sorting by dragging is now triggered only upon icon press, avoiding drag-drop errors while editing on mobile.
- Customizable table list titles: Resolved page reload issue when selecting displayed titles.
- Mobile display: Rectified Quick Access Menu display on mobile. Fixed PolyUtilities-related text input zoom issue on IOS while inputting data.
- Fix error of not loading or viewing custom JavaScript code and CSS formatting.

-------- 1.0.0 -> 1.0.1 - December 7, 2023 --------
NEW UPDATE
- Customization of column information display filters across Customer, Contracts, Projects, Invoices, Posts, and Custom JS/CSS editor sections.
- Integration of Ctrl+S shortcut to save Contracts, Contract notes, and Articles.
- Integrate attributes for link tags: rel, target when creating links in the Quick Access Menu.

CHANGED
- Enhanced search integration, improved visual icons for the Quick Access Menu.

FIXED
- Table of Contents adjustments: No longer generating Table of Contents when content lacks header tags.

NOTE: Minimum PerfexCRM version required is 3.0.0.