Thanks in your curiosity and help within the module! Your suggestions and critiques encourage us to repeatedly enhance, combine, and develop new options. In the event you want help with troubleshooting, adjusting options, or have any additional enter, be at liberty to contact me.
The #1 Resolution for Customizing Perfex CRM
(Customized Context Menu: a right-click menu with multi-level entry to system elements).
(All-in-one, simply customise your Perfex CRM)
In case you want pressing help or troubleshooting attributable to module set up points, please contact us immediately at polyxgo@gmail.com. As quickly as we obtain your data, I’m all the time prepared to help you!
Assist SaaS modules with out the necessity to buy further licenses. You’ll be able to set up poly utilities in your prospects.
Dwell Demo
Web site: https://perfexmodules.wikipoly.com/admin
Observe: poly utilities is a module for customized Perfex CRM. You should purchase Perfex CRM at: Perfex – Powerful Open Source CRM
Version 3.0.0 is out! (February 01, 2025). Click here to view the Changelog
Necessary Observe: Model 2.5.2+ requires PerfexCRM model 3.2+. Decrease variations of PerfexCRM should not supported for this replace. Please chorus from updating.
Customized menu – customized hyperlinks for Perfex CRM
Try the information now: Customizing Menus for Perfex CRM
Sidebar menu (Grouping, customized sidebar menu)
Setup menu (Grouping, customized setup menu)
Shoppers/ customers menu (Grouping, customized purchasers menu)
Customized Context Menu
Simply create, group, and handle lists of right-click menu objects throughout the working surroundings of the Perfex CRM system.
Try the information now: Context Menu for Perfex CRM: A Powerful Tool for Quick and Efficient Navigation
Just like the Fast Entry Menu, the Context Menu permits personnel to rapidly navigate to key system elements configured via the right-click menu, resembling invoices, prospects, tasks, and extra.
Widgets
This can be a function that integrates common widgets that will help you add content material show elements to the PerfexCRM system with out the necessity for programming information. The function works equally to Widgets within the WordPress CMS.
The function additionally integrates help for hook and filter strategies, permitting builders to develop customized information show modules on supported widget positions and customise them in keeping with their very own necessities.
Supported widgets
At present, the modules help default widgets resembling:
- Textual content: to show textual content content material.
- Picture: to show photos. In comming quickly.
- HTML: to show customized HTML content material.
- Language: to show the language switcher with a flag icon. (v2.7.1)
An inventory of common and important widgets can be progressively built-in in upcoming variations.
Supported widget show areas
- After topbar menu: Show content material abow the principle menu.
- Proper avatar: Show content material proper the avatar.
- After avatar: Show content material under the avatar.
- Earlier than sidebar emblem: Show earlier than sidebar emblem place.
- Earlier than sidebar menu: Show content material earlier than the sidebar menu.
- After sidebar menu: Show content material after the sidebar menu.
- Earlier than setup menu: Show content material earlier than the setup menu.
- After setup menu: Show content material after the setup menu.
- Earlier than dashboard: Show content material abow the dashboard.
- Earlier than article particulars: Show content material earlier than article particulars.
- Between article particulars: Show content material between article particulars, guaranteeing that there are a minimum of 4 paragraphs of content material created by the p tag.
- After article particulars: Show content material after article particulars.
- Admin footer: Show content material in admin space footer.
- Buyer dashboard header: Show content material at prime of buyer account web page.
- Buyer footer: Show content material in buyer space footer.
- Earlier than buyer login kind: Show content material above the shopper login kind.
- After buyer login kind: Show content material under the shopper login kind.
- Earlier than admin login kind: Show content material above the admin login kind.
- After admin login kind: Show content material under the admin login kind.
- Login prime web page header: Show content material at prime of login web page (v2.1.0).
- Login backside web page footer: Show content material at backside of login web page (v2.1.0).
Hooks add further show positions for Widgets
The perform under will add one widget show place and an inventory of default positions. When creating customized modules, if you want to arrange a selected hook to show widget information, you need to use this function.
Learn extra at: https://wikipoly.com/en/guide-to-install-and-use-polyutilities-for-perfex-crm/#hooks-add-additional-display-positions-for-widgets
All-in-One Assist for Shoppers
The All-in-one Assist function helps you join with prospects via common communication channels resembling telephone, e-mail, chat messenger, WhatsApp, Viber, linking to paperwork, and help facilities. Assist customization of interplay messages with prospects for the help button.
- It’s attainable to show customized AIO for Admin, Shoppers, or each.
- Personalised Assist: When logged in, prospects can entry contact data for personnel answerable for particular tasks presently underway. The function can be built-in within the upcoming model.
Banners sliders
The fundamental performance of Banners & Bulletins will help directors in delivering and interacting with content material for employees and prospects throughout your entire system. That is particularly helpful for content material inside Data Base articles, the place Bulletins & Banners will be displayed originally, center, and finish of the article. The built-in function helps displaying in all widget areas supported by the module.
Try the information now: How to Create Banners & Announcement Sliders in Perfex CRM?
Create and handle an inventory of banners for Perfex CRM.
- Banner objects help importing banners, banner hyperlinks, video iframes, article iframes, HTML content material, and so on.
- Show banner slides in supported widget areas: admin, purchasers, widget positions in submit content material, and so on.
- Set show and finish schedules for every banner.
- Select common slider results for banners: fadeInOut, slide, flip, flipX, flipY, zoomInOut, jackInTheBox, rotateInOut.
Announcement sliders
Create and handle an inventory of bulletins for Perfex CRM.
- Announcement objects help displaying textual content content material and customized HTML content material.
- Show announcement slides in supported widget areas: admin, purchasers, widget positions in submit content material, and so on.
- Set show and finish schedules for every announcement.
- Select common slider results for bulletins: fadeInOut, slide, flip, flipX, flipY, zoomInOut, jackInTheBox, rotateInOut (built-in over time primarily based on buyer necessities).
Prolonged venture options
Handle prefix lists for venture naming, supporting venture categorization. Examples: APP-, WEB-, MOD-, PLU-, IOS-, CRM-, and so on.
On the venture web page, combine a quick-create button for Estimates, Proposals, and Contacts with pre-filled data for patrons, tasks, and so on. Shortly create contract, proposal, and estimate data immediately within the venture particulars part. Buyer, venture, and different particulars are auto-filled.
Shortly create contract, proposal, and estimate data immediately within the venture particulars part. Buyer, venture, and different particulars are auto-filled.
Collapsed icon-only Menu
Integrating a function to help customizing the show of icon lists when collapsing the sidebar menu. Show menu labels when hovering over icons.
Search menu for Perfex CRM
Accessing menus whereas working inside a system put in with quite a few modules will be fairly time-consuming. Alongside the Fast Entry Menu, the menu search function will help you in rapidly discovering the specified function menu. After looking for a menu, you can too add the search outcomes to the Fast Entry Menu for swift use in subsequent work periods. (v1.0.5)
Customizable desk listing titles by person: simply choose the titles to show for information desk on PerfexCRM.
Helps non-compulsory filtering columns on all information tables inside PerfexCRM & different related modules: Clients, Contracts, Invoices, Tasks, and so on. The function consists of storing configurations per administrative account and helps multi-language performance.
Try the information now: Custom Data Tables for PerfexCRM
Video demo
Add Customized JS, CSS Information
Try the information now: How do I customize my Perfex CRM?
Assist for directors to customise and handle JavaScript and CSS code for personalization in Admin, Shoppers, or each.
Supporting Options:
- Outline JS, CSS recordsdata. Customise activation or deactivation for every file or globally within the settings.
- Add customized JavaScript code to help admin: name APIs, combine exterior JavaScript libraries, embed chatbot, widgets, add Google analytics monitoring code, Google tag supervisor, Fb Pixel, or some other JS, CSS code to Perfex CRM.
- Technical group simply integrates further options in administration utilizing JavaScript and CSS code.
- Code enhancing part built-in with CodeMirror, supporting simple, fast formatting for writing JavaScript and CSS code, handy for builders.
- Customized CSS to help directors in simply customizing the admin element interfaces. Mixed with customized JS, it helps designing the Perfex CRM interface in a singular fashion matching the corporate’s model id.
Add, customized Javascript
Add, customized CSS
Fast Entry Menu
Time is efficacious in work. Shortly accessing ceaselessly managed elements contributes to elevated work effectivity.
Supporting Options:
- A number of activate/ deactivate modules. (v2.3.0)
- Customise an inventory of fast entry menu hyperlinks for ceaselessly managed sections, help customized shortcuts, type order, icons, and naming menus.
- Shortly change between languages through customized shortcuts.
- Shortly again up the database through customized shortcuts.
Different Utilities
- Breadcrumb: added breadcrumb help for Perfex CRM. Supported modules: tasks, contracts, bills, information base, proposals, estimates, invoices, funds, credit score notes, and objects. This listing is up to date primarily based on integration and buyer requests. (v2.2.0)
- Integration of utilizing the Ctrl+S shortcut to avoid wasting content material whereas enhancing: Contracts, Tasks, Mission Notes, including customized JavaScript, and CSS. These contents can typically be prolonged throughout enhancing, and supporting the Ctrl+S shortcut will guarantee safer and extra handy content material storage in comparison with clicking the Save button. (v1.0.1)
- When adjusting Mission data and saving, it gained’t redirect to the view web page. At present, after saving Mission data, it redirects to the data web page, making it inconvenient to proceed enhancing. You would want to edit the venture once more to entry the enhancing part. (v1.0.1)
- Activate affirmation pop-ups for deleting notes. Stop unintended deletion of notes with no probability of restoration.
- Repair the highest menu bar within the administration part.
- Combine a desk of contents creation function in contract drafting, articles. Help directors in rapidly navigating to related sections with out spending time looking out.
- Combine prolonged perform buttons: copy buyer telephone numbers, emails. Built-in into tables displaying telephone numbers, emails.
- Combine a scroll-to-top function within the administration part. Help directors in rapidly shifting to the highest of the web page.
- And different options that we are going to frequently analysis and combine sooner or later. For instance: swift switching from notes to tasks, contracts, activity assignments.
Look
Customized Login Web page
Simply customise the interface, background, and emblem for the login web page. Helps distinctive backgrounds for every login web page of Admin, Employees, and Clients. Consists of help for seasonal results resembling snowfall, rain, matrix, and so on. Permits integration of any customized results or interface options via customizable JavaScript and CSS.
Try the information now: Easy Custom Login Page for Perfex CRM
(Simple Customized Login Web page)
(Show Customized Login Web page with Impact)
Settings
Person can entry PolyUtilities
Specify the listing of accounts with the proper to handle the PolyUtilities module.
Customers can entry PolyUtilities/ Customized menu
Specify the listing of accounts with the proper to handle the customized menu listing.
Allow account identify after emblem?
Show the presently logged-in account after the brand.
Allow Search Menu?
Activate the menu listing search function.
Allow Sticky Menu?
Customise to allow the Sticky Menu function throughout the administration part.
Allow collapsed icon-only Sidebar Menu?
Allow the combination of a function that helps customizing the show of icon lists when collapsing the sidebar menu.
Allow Fast Entry Menu?
Allow/ disable Fast Entry Menu function.
Allow Fast Entry Menu icons?
When hovering over important menus, an icon will seem to help in including that menu to the Fast Entry Menu part.
Allow fast entry to the desk of contents within the editor part?
Customise to allow the Desk of Contents function for content material utilizing editors resembling tasks, articles, supporting quicker content material creation.
Allow the usage of customized JavaScript (JS)?
Customise to allow the operation of the listing of customized JavaScript codes at PolyUtilities > JavaScript (JS)?
Allow the usage of customized CascadingStyleSheets (CSS)?
Customise to allow the operation of the listing of customized CSS codes at PolyUtilities > Model (CSS)?
Allow affirmation previous to deleting the be aware?
Customise to activate a affirmation dialog for deletion motion of notes.
Allow operation features?
Customise to activate prolonged functionalities resembling an edit button whereas viewing venture data, copying telephone numbers, emails inside tables displaying this data, and extra options to be up to date.
Allow scroll to prime?
Customise to activate the scroll to prime button throughout the administration part.
Export/Import
Assist backup/restore customized menu lists for: sidebar, setup, purchasers, and settings.
Allow column show filter for information tables
Show a filter bar to pick out which information desk columns to point out above information tables.
Allow column reordering for information tables
Permits admins to reorder column show order utilizing drag-and-drop on information tables. After setting the show order of knowledge desk columns, this feature will be disabled to lock the adjusted order and forestall additional reordering.
Demo
As a result of customization of JavaScript and CSS supply code relying on every buyer’s integration wants, we would not have any particular demo model obtainable. Nevertheless, you possibly can preview the function set that our module provides by viewing the supplied picture listing for reference.
Compatibility
The module has been developed and examined to make sure 100% compatibility with Perfex CRM supply code and the CodeIgniter framework. When integrating customized JavaScript code, it’s important to make sure there aren’t any conflicts with the Perfex CRM supply code. In case of conflicts, prospects can contact us for integration help, session, and error decision.
Tutorial Documentation
Set up: Clients can set up and make the most of the steerage module by referring to the “index.html” file within the “documentation.zip”.
Thanks in your curiosity within the PolyUtilities module. We’re delighted to help you with any inquiries associated to this module. You’ll be able to depart your suggestions at https://codecanyon.net/user/polyxgo. We are going to present help as quickly as we obtain your data.
Modifications
NOTE: Minimal PerfexCRM model required is 3.2.0 P/S: In case you encounter any conflicts throughout utilization, please depart suggestions or contact me at polyxgo@gmail.com. I'll help you instantly! Thanks. -------- Model 3.0.0 (February 01, 2025) -------- NEW - Login Web page: The TextCloud impact now helps displaying an inventory of key phrases, tags, names, and so on., on the login web page. Regularly introduce the key phrases, slogans, or motivational messages you want into the minds of shoppers and employees each time they use the system. UPDATED - Added translations for supported languages for options on PolyUtilities. CHANGED - Added disguise the default Language Switcher when utilizing the Widgets Language on the login web page. TASKS in PROGRESS - Assist for managing, categorizing, and creating an inventory of activity templates for brand new venture creation. This eliminates the necessity to recreate generic duties for many tasks, resembling gathering consumer necessities, function lists, design, function integration, handover, and so on. - Dealing with storage and operations on techniques with numerous modules and menu objects. - Fastened backside menu on cellular gadgets. - Assist for looking out and displaying customized fields within the PerfexCRM search bar. - Characteristic to pick out and ensure bulk deletion of invoices. P/S: These options can be built-in to fulfill the wants of shoppers utilizing the module and requiring integration throughout the system. -------- Model 2.9.4 (January 26, 2025) -------- NEW - Added alignment attributes for Widgets Language. That you must take away all beforehand added Widgets Language and add them once more. - Context Menu: Add an icon when a menu merchandise incorporates submenu objects. FIXED - Resolved customer-reported points: Widgets Language didn't show language flags in content material show positions of widgets. - Context Menu: Modify the clicking occasion in order that the hyperlink solely works when clicking immediately on the anchor textual content. -------- Model 2.9.3 (January 23, 2025) -------- NEW - Customized Login Web page: Added results: Fireflies, Starfield, Meteor Bathe. FIXED - Resolved customer-reported points: Fastened the backdrop showing beneath modals and popups when the Customized Login Web page function is activated. -------- Model 2.9.2 (January 22, 2025) -------- CHANGED - Customized Login Web page: Added the "None" choice to disable results on the login web page. - Customized Login Web page: Added help for previewing show results. FIXED - Resolved customer-reported points. - Dashboard background not displaying subject resolved. -------- Model 2.9.0 (January 22, 2025) -------- NEW - Customized Login Web page: Simply customise the interface, background, and emblem for the login web page. Helps distinctive backgrounds for every login web page of Admin, Employees, and Clients. Consists of help for seasonal results resembling snowfall, rain, matrix, and so on. Permits integration of any customized results or interface options via customizable JavaScript and CSS. - Settings/Fast Entry Menu: Added settings to cover the "+Add new hyperlink" button within the fast entry menu show. - Allow/Disable Context Menu: Added a customization to allow or disable the usage of the Context Menu in Settings / Allow right-click menu (Context Menu). UPDATED - Added language translations for the placeholder of the Search menu merchandise function. - Added lacking language translations for elements not included within the earlier replace (e.g., Context Menu). CHANGED - Customized CSS/JS: Routinely generates a slug for customized CSS and JS file names primarily based on the entered title. - Settings: Changes that have an effect on the interface will now reload the web page after modifications. Examples: Context Menu, Search Menu, Sticky Topbar, and so on. FIXED - Resolved customer-reported points. - PerfexCRM 3.2.1 Battle: Fastened a difficulty the place menu objects misplaced their energetic state when accessed, together with degree 2 and three menus, customized CSS/JS enhancing menus, and have tabs for banners, bulletins, and tasks. - Customized CSS File Locking: Fastened a difficulty the place enhancing locks weren't utilized to customized CSS recordsdata. -------- Model 2.8.2 (January 11, 2025) -------- NEW - All-in-one Contact: Added the "Telegram" kind for including buyer help channels through Telegram numbers. FIXED - Fastened a permission subject when configuring "Show to particular roles" and "Show to particular customers" for menu merchandise entry controls. - Fastened denied entry to hyperlinks with out correct permissions. - Fastened a script subject on the Assist web page the place the All-in-one Contact button encountered configuration errors within the contact data listing. -------- 2.8.1 (December 23, 2024) -------- NEW - Proper-click menu with multi-level entry to system elements. Helps role-based permissions. Every employees account or function will see a menu personalized to the instruments they use. - Todo enter popup now solely closes when clicking the Shut buttons. This prevents unintended closure and lack of enter content material when clicking outdoors the popup whereas enhancing. CHANGED - Adjusted the popup top when viewing, enhancing, or including new Todo objects to higher match the display screen top. FIXED - Fastened a permission subject the place Settings > Customers can entry PolyUtilities was not specified. -------- 2.7.1 (December 10, 2024) -------- NEW - Widget to show the language menu and flag icons in widget areas: admin, employees, purchasers, and inside article particulars. FIXED - Battle error with CSRF dealing with in PerfexCRM core prevents contact data from being saved. -------- 2.6.1 (Decemeber 8, 2024) -------- NEW - Customized Information Desk: Customise the show order of knowledge columns. Drag & Drop to rearrange column order in information tables. Admins can reset or lock this function after arranging the show order of columns. - Settings: Export/Import the configuration. - Customized Menu: Export/Import menu listing. CHANGED - Redesigned the settings web page into categorized tabs primarily based on options. Added descriptive notes for every function. - Up to date function illustrations to align with PerfexCRM's new interface. - Optimized and improved code for sure options. FIXED - Fastened the difficulty the place the edit venture icon was lacking. - Fast Entry Menu: Fastened the difficulty the place utilizing a hotkey with `goal="_blank"` didn't open in a brand new tab. - Fastened the non-functional delete affirmation for Todo objects. -------- 2.5.3 (November 20, 2024) -------- FIXED - Adjusted the show of the progress bar shade and completion proportion within the pinned venture part. - Fastened icons and default icons for degree 2 and three menus to align with mum or dad menus in collapsed mode. - Fastened energetic menu degree 3. NEW - Add languages and translations: Japanese, Chinese language, Francais_Canada, Indonesia and Dutch. -------- 2.5.2 (November 19, 2024) -------- UPDATED - Added a toggle button for the 'Desk of Contents' part when enhancing article content material. FIXED - Widget after avatar => after person data. Adjusted as a result of avatar being moved to the sidebar menu. - The account identify function on the menu bar now permits toggling visibility in model 3.2.1. - Adjusted the place of the logout button to be subsequent to the brand new avatar show. - Widget space: Proper avatar => modified to Proper topbar menu. Eliminated Earlier than sidebar emblem. - Menu setup shut on the finish of the listing was duplicated with the primary menu merchandise. - Adjusted CSS styling to match PerfexCRM 3.2.1 for conflicting parts. NOTE: Minimal PerfexCRM model required is < 3.2.0 -------- 2.5.1 (November 19, 2024) -------- FIXED - Fixing errors associated to the sidebar menu not recognizing authentic module menus at ranges 2 and three. - Fixing errors the place degree 2 sidebar menus don't show SVG icons. - Resolved points reported by prospects. -------- 2.5.0 (November 18, 2024) -------- NEW - Tasks: Handle prefix lists for venture naming, supporting venture categorization. Examples: APP-, WEB-, MOD-, PLU-, IOS-, CRM-, and so on. - Tasks: On the venture web page, combine a quick-create button for Estimates, Proposals, and Contacts with pre-filled data for patrons, tasks, and so on. CHANGED - Drag and drop the show place of the All-in-One Assist icon & Scroll to High icon to proportion models (%). Ensures constant show positions throughout cellular, pill, and desktop gadgets. - Up to date to enhance efficiency, JavaScript construction, and CSS show styling. UPDATED - Added a reset-to-default-position button for the All-in-One & Scroll To High icons to simply reconfigure new positions. - Customized menu: Added buttons to reset the sidebar, setup, and purchasers menus, or all menus, to their authentic default states. - Customized menu: Added buttons to delete the customized menu listing for sidebar, setup, and purchasers menus, or all menus. FIXED - ASSETS JS & CSS now use absolute paths, supporting module testing on localhost servers with port data within the tackle bar. - Resolved points reported by prospects. -------- 2.4.1 (November 3, 2024) -------- NEW - Customized menu merchandise kind: Popup. Helps displaying customized HTML content material throughout all 3 ranges of the Sidebar menu (Setup menu and Shoppers to be up to date later). Admins can create menus assigned to particular person accounts, purchasers, or roles with entry permissions to view the menu content material. Instance: a reward announcement board for personnel within the 'advertising roles' group (advertising division). - Customized JavaScript, CSS: built-in permission locking for enhancing every customized JavaScript and CSS code. Administrator with ID 1 can lock customized JavaScript and CSS code, stopping edits from different admins. This function helps directors be certain that customized scripts and CSS for the Perfex CRM interface stay unchanged. UPDATED - Assist for drag-and-drop to regulate the show place of the All-in-One Contact button icon. - Assist for drag-and-drop to regulate the show place of the Scroll to High button on the web page. FIXED - Briefly eliminated hook occasion dealing with in $ajax & fetch setup from routes containing the slug /chat. Dealing with could battle with modules that additionally hook into this occasion, inflicting one of many two modules to malfunction. Different routes stay unaffected. - Fastened overlapping points when setting the positions of the All-in-One Contact button and Scroll to High button. This happens on websites utilizing further modules with fastened icons on the web page, resembling chat plugins like WhatsApp. -------- 2.3.3 (October 25, 2024) -------- FIXED - Fastened the column show filter subject within the Gross sales/Invoices part with the 'Yr' discipline (due to my buyer's suggestions). - Fastened the sidebar menu merchandise fashion subject. -------- 2.3.2 (October 22, 2024) -------- NEW - Add languages and translations: Portugese and Brazil (Portugese BR). FIXED - Addressed points reported by prospects: Unable to Edit Lead Data. -------- 2.3.1 (October 17, 2024) -------- NEW - Deal with styling for the affirmation popup for delete actions throughout the PerfexCRM system. - Add languages and translations: Turkish, French, and German. FIXED - Addressed points reported by prospects. -------- 2.3.0 (October 16, 2024) -------- NEW - A number of activate/ deactivate modules. - Consumer menu: Assist sorting and grouping of client-side menus when the shopper logs in: Tasks, Contracts, Invoices, Estimates, Proposals, Subscriptions, and Assist. - Widgets: Characteristic buttons for "activate," "duplicate," and "delete" widget content material are built-in into widget headers (PolyUtilities/Widgets)). - CSRF: Integration of CSRF token help on techniques the place this function is enabled. Assist csrf_regenerate = true, regenerate token on each submission. - Add languages & translations: English, Spanish, Vietnamese. FIXED - Customized client-side menu and submenu objects that require login are incorrectly displayed even when not logged in. - Login battle error when accessing customized consumer group menu objects. -------- 2.2.1 (October 11, 2024) -------- NEW - Up to date breadcrumb help for Proposals, Estimates, Invoices, Funds, Credit score Notes, and Gadgets. FIXED - Fastened a difficulty the place the editor coated different associated parts. -------- 2.2.0 (October 8, 2024) -------- NEW - Added breadcrumb help for Perfex CRM. Supported modules: tasks, contracts, bills, information base (This listing is up to date primarily based on integration and buyer requests). - Assist for displaying 2-level menus in Perfex CRM on the consumer facet. - Added a brand new menu merchandise: setup/PolyUtilities. Admins can use this to re-enable the PolyUtilities menu if it was beforehand disabled. CHANGED - Briefly change the enhancing and sorting of customized menus to postback. Repair show problems with customized menus that aren't displaying accurately. FIXED - Fastened the divider subject within the sidebar & resolved the non-functional third-level setup menu. - Fastened the show subject for the drag-and-drop space in degree 3 menus. - Fastened the lacking `rel` and `goal` attributes in degree 2 menus. - Fastened the `iframe` menu kind function for degree 3 menus. - Excluded the present menu merchandise from the mum or dad menu listing whether it is being edited. - Fastened the difficulty the place enhancing a degree 3 menu merchandise triggered it to be moved to the top of the listing. - Fastened the difficulty with incorrect order of default consumer menus: Login, Register, Data Base. - Fastened full-width show for menu objects of kind `iframe`. Purposes like Google Sheets and embedded websites can be displayed in full width within the admin panel. - Fastened the difficulty with default icon show in collapsed menu mode for menu objects with out icons and with out displaying the menu label. - Fastened the scroll-to-top subject within the Desk of Contents: tasks and information base battle within the newest model of Perfex CRM. Resolved the difficulty with the Tinymce toolbar sticking to the highest when scrolling over different parts. -------- 2.1.0 (September 9, 2024) -------- NEW - Banners, Bulletins function: Handle and distribute slider content material/HTML, information, bulletins, promotions, and so on., with results, all displayed in widget areas. Helps textual content content material or customized HTML. - Customized sidebar menu supporting 3 ranges. - Add widget positions for displaying information: Login backside web page footer, Login prime web page header. FIXED - Fastened subject when updating the module model. -------- 2.0.1 (August 24, 2024) -------- FIXED - Fastened subject the place the banner listing was not displayed. - Fastened subject the place banner hyperlinks have been inaccessible when an iframe component was current. - Fastened subject the place the autoplay setting for banner sliders was not working. - Fastened subject the place loading customized menus utilizing iframes was not functioning. - Fastened subject the place customized menu CSS was not up to date after drag and drop. -------- 2.0.0 (August 22, 2024) -------- NEW - Banners: Handle and distribute slider banners displayed in widget areas. Helps importing photos, hyperlinks, or embedding YouTube iframes and different platforms. UPDATED - Customized menu: Added CSS customization. Helps customized CSS styling for aligning, coloring, font-size, and so on., for menu objects. - Customized menu: Added choice to take away customized menu icons. - Widgets space: Added Buyer dashboard header widgets space. Helps displaying customized notification information, prime banners on the shopper account dashboard. - Information desk columns filter: Characteristic to activate/deactivate the usage of column show filters on information tables. - Added tooltips describing function data. CHANGED - AJAX dealing with for menu elements: kind, goal, rels, roles, and so on. FIXED - Fastened points & validation checks for updating and enhancing customized menu objects. -------- 1.3.0 (July 10, 2024) -------- UPDATED - Enable permission task for every customized setup menu for accounts with Administrator rights (besides id 1). - Set as much as enable the Administrator with id 1 to designate the listing of accounts licensed to make use of the PolyUtilities module and the PolyUtilities/Customized menu (by default, solely the Administrator with id 1 has this permission). CHANGED - Adjusted the fashion of the person entry listing show. - Customized permission positions for customers on the menus don't present the Administrator account with id 1. This account by default has the best permissions within the system. FIXED - Fastened SVG show subject on the menus. - Fastened the difficulty of saving customized menu hyperlinks when drag-dropping to reorder menu objects. -------- 1.2.0 (June 15, 2024) -------- UPDATED - Adjusted the icon search function the place mandatory. - Fastened the difficulty of saving SVG icons in menus. - Optimized the scale of JavaScript and CSS recordsdata, built-in with Webpack to minify CSS and JS. CHANGED - Up to date the kinds and structure of module elements. - Modified the sidebar menu search field fashion to align with PerfexCRM. - Up to date the person profile fashion subsequent to the brand. FIXED - Fastened the difficulty the place the shopper menu didn't show after a menu reset. - Fastened the difficulty the place customized menus for logged-in prospects nonetheless confirmed register and login menus. - Fastened points with operations on JavaScript and CSS recordsdata within the code editor. - Fastened buyer suggestions points in manufacturing environments. -------- 1.1.1 (Could 22, 2024) -------- FIXED - Fastened PHP Warning errors when the event surroundings is activated. -------- 1.1.0 (Could 19, 2024) -------- NEW UPDATE - Built-in menu reset function: sidebar, setup, consumer. - Built-in affirmation popup for deleting Widgets. - Built-in widget cloning function. - Built-in customized menu cloning function: sidebar, setting, consumer. CHANGED - Modified VueJS library to vue.international.prod.js model. - Allow or disable customized JS/CSS for Admin/Consumer from the listing. - Synchronized CSS for displaying Popup in keeping with PerfexCRM fashion. FIXED - Fastened subject the place the affirmation button was not displayed when including new customized Javascript/Cascading fashion sheet. -------- 1.0.9 (Could 10, 2024) -------- UPDATED - Add hyperlink enhancing choices for the customized Shoppers menu listing. FIXED - Repair points associated to customized menu merchandise the place iframe hyperlinks can't be edited. -------- 1.0.9 (Could 6, 2024) -------- NEW UPDATE - Helps viewing a popup that shows detailed todo content material and actions when clicking on a todo merchandise. - Scroll to prime when clicking the menu merchandise Setup. - Add an in depth button for the Setup menu on the backside of the listing. Scroll to prime when clicking the menu merchandise. - Show account data under the principle emblem within the admin part. - Helps displaying or hiding menu objects within the sidebar & setup part. Combines options to customise completely different menu teams for numerous modules throughout the identical system. - Combine Kind Divider when creating customized menu objects. Assist creating spacing to divide completely different menu teams on the sidebar menu and setup. - When the Backup module is energetic, urgent the delete button for the backup database listing will show a affirmation popup dialog. CHANGED - Optimize, alter, and modify the programming code for some options. FIXED - The widget displaying content material in the midst of the article duplicates the content material from the start of the article widget. - Disable the desk of contents function on small display screen gadgets. - Customized Menu: Repair the difficulty the place iframe content material can't be interacted with. - Repair points associated to activation, deactivation, and notifications concerning the `config/my_routes.php` file. `Message: require_once(/www/your_site/modules/poly_utilities/config/my_routes.php): Did not open stream: No such file or listing. Filename: config/my_routes.php`. - Repair points associated to the Appointly module's routes. -------- 1.0.8 - April 21, 2024 -------- NEW UPDATE - Customized menu: helps creating, enhancing, deleting, and grouping lists of sidebar, setup, and purchasers menus. Handle show permissions for menus and customized menu teams in keeping with roles & customers. - Assist for creating search hyperlinks for data throughout numerous information tables: Duties, Tasks, Clients,... and sharing them within the workflow. For instance, sharing a hyperlink that shows all Duties associated to the key phrase "customized menu". CHANGED - Show scroll bar when the short entry menu has too many objects. -------- 1.0.7 - February 10, 2024 -------- NEW UPDATE - WIDGETS: Combine widget performance to show information at any location inside PerfexCRM. The widget function operates equally to WordPress CMS. PolyUtilities will help hook positions equivalent to widget-supported positions with out the necessity to intervene within the CRM supply code. For this widget function, Polyxgo helps displaying information from third-party modules on demand. - Combine an icon to help 'Login as Consumer' for the Buyer Checklist part and numerous buyer data show places. Support directors in visually previewing buyer data that's seen to them. - Bear in mind the Activate/Deactivate choices for the listing of modules. Helps retaining beforehand displayed states. CHANGED - Integration helps Line-Break within the customized JavaScript and CSS code editor. FIXED - Repair the difficulty of displaying the venture particulars web page on cellular the place it overflows the display screen width as a result of Avatar and venture standing being on the identical line because the lengthy venture title. - Modify the permissions for utilizing options. -------- 1.0.6 - January 04, 2024 -------- NEW UPDATE - Show menu labels when hovering over icons if the Collapsed Menu function is activated. - Fast Entry Menu: Add choices to activate options, fast further activation in PolyUtilities/Settings. - Search Menu: Add an choice to activate the Search Menu in PolyUtilities/Settings. -------- 1.0.5 - January 02, 2024 -------- NEW UPDATE - Search Menu: Accessing menus whereas working inside a system put in with quite a few modules will be fairly time-consuming. Alongside the Fast Entry Menu, the menu search function will help you in rapidly discovering the specified function menu. After looking for a menu, you can too add the search outcomes to the Fast Entry Menu for swift use in subsequent work periods. (v1.0.5) - Customized JavaScript code enhancing with the choice to embed script/CSS hyperlinks from CDN. This helps customers in inserting widgets, chatbots, and so on., extra conveniently. - Possibility to put customized JavaScript code on the header or footer of the web page. CHANGE - Modify default show of the collapsed icon when activating the icon-only Sidebar Menu. FIXED - Make the most of the default sidebar menu with out activating the Collapsed function on cellular and small interfaces. -------- 1.0.4 - December 29, 2023 -------- NEW UPDATE - Menu: Integrating a function to help customizing the show of icon lists when collapsing the sidebar menu. (Thanks, manuelfer13, in your request and options). -------- 1.0.3 - December 21, 2023 -------- NEW UPDATE - AIO: The All-in-one Assist function helps you join with prospects via common communication channels resembling telephone, e-mail, chat messenger, WhatsApp, Viber, linking to paperwork, and help facilities. Assist customization of interplay messages with prospects for the help button. - Fast Entry Menu: The help function permits creating fast hyperlinks for the Fast Entry Menu in the principle menu and the settings menu. - Modules: Show an inventory of energetic/deactivated modules or each. CHANGED - Modify the listing of icons on the PolyUtilities Modules menu. - Standardize the design of notification dialog bins throughout the options of the module. FIXED - Customizable desk listing titles: Repair the difficulty of not displaying the interface for sure tables that lack information. -------- 1.0.2 - December 16, 2023 -------- NEW UPDATE - Customizable desk listing titles: Built-in popup dialog displaying title lists, supporting compatibility on cellular & desktop. (Thanks, fmlisboajr, in your request and options). FIXED - Default blue display screen error failing to load configuration when a variable isn't set between PHP variations, PerfexCRM model. CHANGED - Customise JS/CSS: Decreased the variety of affirm popups throughout code writing. Added help for Ctrl+S shortcut to avoid wasting code whereas enhancing. - Settings: Activate every function independently, take away the Save button. FIXED - Editor: Fastened occasional errors with Hotkeys Ctrl+S throughout saving venture data, venture notes, and article drafting. - Fast Entry Menu: Sorting by dragging is now triggered solely upon icon press, avoiding drag-drop errors whereas enhancing on cellular. - Customizable desk listing titles: Resolved web page reload subject when deciding on displayed titles. - Cellular show: Rectified Fast Entry Menu show on cellular. Fastened PolyUtilities-related textual content enter zoom subject on IOS whereas inputting information. - Repair error of not loading or viewing customized JavaScript code and CSS formatting. -------- 1.0.0 -> 1.0.1 - December 7, 2023 -------- NEW UPDATE - Customization of column data show filters throughout Buyer, Contracts, Tasks, Invoices, Posts, and Customized JS/CSS editor sections. - Integration of Ctrl+S shortcut to avoid wasting Contracts, Contract notes, and Articles. - Combine attributes for hyperlink tags: rel, goal when creating hyperlinks within the Fast Entry Menu. CHANGED - Enhanced search integration, improved visible icons for the Fast Entry Menu. FIXED - Desk of Contents changes: Not producing Desk of Contents when content material lacks header tags. NOTE: Minimal PerfexCRM model required is 3.0.0.
