Customized Tables for Perfex CRM
Unlock the Energy of Information Customization with our Customized Information Tables module for Perfex CRM.
Are you able to take management of your knowledge tables in Perfex CRM like by no means earlier than? Welcome to the way forward for knowledge administration with our groundbreaking module, which is designed to empower you with unparalleled flexibility and management over your CRM knowledge, being a game-changer for companies of all sizes.
Key Options:
1. Dynamic Column Administration: With our module, you may effortlessly add, take away, and rearrange columns in your desk views. Tailor your knowledge presentation to satisfy your distinctive enterprise wants. Say goodbye to inflexible knowledge shows and embrace the liberty to customise.
2. Make the most of Unused Information: Unlock the hidden potential of your CRM by incorporating current knowledge that always goes unused. Make knowledgeable choices by accessing and displaying knowledge that issues most to your group.
3. Customized Discipline Integration: Seamlessly combine customized fields into your desk views. No extra sifting by way of a number of screens to entry very important info. It’s all at your fingertips, proper the place you want it.
4. Consumer-Pleasant Interface (Drag ‘n’ Drop): Our module boasts an intuitive and user-friendly interface, guaranteeing that customization is a breeze, even for these with out superior technical expertise.
5. Enhanced Productiveness: Tailor-made knowledge views imply improved effectivity. Entry the data you want rapidly and make data-driven choices with ease.
6. Customized Desk Aesthetics: Change the looks of your desk views, utilizing customized CSS code, based on your wants.
Why Select Customized Information Tables for Perfex CRM?
In right now’s dynamic enterprise panorama, knowledge is king. Ensure you’re maximizing its potential with a software that places you in management. Our module empowers you to customise your knowledge views, enhance decision-making, and improve productiveness. Whether or not you’re a small enterprise or an enterprise, this module is designed to satisfy your knowledge customization wants.
Who Can Profit?
All Admin employees members of:
- Gross sales Groups: Customise your CRM to deal with key gross sales metrics and buyer knowledge.
- Buyer Help: Streamline help operations by displaying related buyer info.
- Challenge Managers: Prepare challenge knowledge for environment friendly challenge monitoring.
- Entrepreneurs: Show vital advertising and marketing analytics and marketing campaign knowledge.
- Directors: Tailor knowledge views to watch system efficiency and consumer exercise.
- And Extra: Irrespective of your trade or position, customized knowledge views can revolutionize your CRM expertise.
Cease wrestling with one-size-fits-all knowledge views and begin making your CRM be just right for you. Our module is your passport to knowledge customization, effectivity, and higher decision-making.
Get began right now and unlock the true potential of your CRM knowledge. Elevate your small business with Customized Information Tables for Perfex CRM.
At present supported Controllers and Information:
Date,
Open Until,
Tags,
Date Created,
Challenge,
Subtotal,
Complete Tax,
Adjustment,
Low cost %,
Low cost Complete,
Low cost Kind,
Nation,
Zip,
State,
Metropolis,
Handle,
E-mail,
Cellphone,
Acceptance Firstname,
Acceptance Lastname,
Acceptance E-mail,
Acceptance Date)
Complete Tax,
Tags,
Date,
Expiry Date,
Reference #,
Standing,
Date Ship,
Date Created,
Subtotal,
Adjustment,
Shopper Be aware,
Admin Be aware,
Low cost %,
Low cost Complete,
Low cost Kind,
Invoiced Date,
Phrases,
Billing Avenue,
Billing Metropolis,
Billing State,
Billing Zip,
Billing Nation,
Delivery Avenue,
Delivery Metropolis,
Delivery State,
Delivery Zip,
Delivery Nation,
Acceptance Firstname,
Acceptance Lastname,
Acceptance E-mail,
Acceptance Date)
Complete Tax,
Date,
Tags,
Due Date,
Standing,
Date Ship,
Date Created,
Subtotal,
Adjustment,
Shopper Be aware,
Admin Be aware,
Final Overdue Reminder,
Final Due Reminder,
Low cost %,
Low cost Complete,
Low cost Kind,
Recurring Kind,
Final Recurring Date,
Complete Cycles,
Phrases,
Billing Avenue,
Billing Metropolis,
Billing State,
Nation,
Billing Zip,
Delivery Avenue,
Delivery Metropolis,
Delivery Zip,
Delivery Nation)
Challenge,
Buyer,
Bill,
Reference #,
Fee Mode,
Tax,
Be aware,
Billable,
Recurring Kind,
Final Recurring Date,
Date Added,
Complete Cycles)
Begin Date,
Deadline,
Members,
Standing,
Description,
Challenge Created,
Date Completed,
Challenge Price,
Estimated Hours,
Price Per Hour)
Assigned to,
Tags,
Description,
Date Completed,
Recurring Kind,
Rel Kind,
Hourly Price,
Final Recurring Date)
Contract Worth,
Begin Date,
Finish Date,
Signature,
Content material,
Description,
Date Added,
Acceptance Firstname,
Acceptance Lastname,
Acceptance E-mail,
Acceptance Date,
Final Despatched At,
Final Signal Reminder At)
At present supported areas:
Documentation
It takes solely a pair minutes to be put in and activated.
We created a whole documentation concerning the set up and configuration means of our module, which yow will discover contained in the downloaded zip file from CodeCanyon.
Help
Simply increase a help ticket inside help space and we’ll get again to you ASAP!
Model 1.1.7
-Guaranteeing compatiblity with the final model of Perfex CRM's core
Model 1.1.6
-Code enhancements
Model 1.1.5
-Code enhancements
Model 1.1.4
-Code enhancements
Model 1.1.3
-Columns sorting coding enhancements
Model 1.1.4
-Code enhancements
Model 1.1.2
-Compatibility Enchancment -Pagination logic improved -Language points in some installations
Model 1.1.1
-Pagination logic improved
Model 1.1.0
-Help for indepedent employees member's settings -Enhancements
Model 1.0.0
-Preliminary model
