Word: This Add-on features as a module for Perfex CRM
Click here to view the Changelog & Tasks in Progress
FlexiNote is the quickest approach for workers to create floating notes anyplace inside Perfex CRM – draggable, resizable, immediately accessible on any web page.
Using PolyUtilities already? FlexiNote integrates seamlessly – mix each for the very best Perfex productiveness workflow.
FlexiNote extends note-taking functionality inside Perfex CRM. Helps employees creating and managing private notes immediately from any admin web page. Notes can connect to impartial pages similar to Tasks, Orders, Duties, Tickets, Invoices, Funds, Modules, or Settings, giving customers an summary every time they begin a brand new session. Workflow turns into quicker, extra constant, and extra environment friendly.
Core Options
Add Word: Create or edit notes shortly on any CRM web page with out restrict.
Floating & Draggable UI: Notes float over interface; add, edit, drag, resize, cover or present independently per web page; transfer freely throughout Perfex structure.
Mindmap Sub Notes: Construct limitless hierarchical sub notes as much as 8 depth ranges, with visible connecting traces displaying relation to mum or dad notes.
Panel Notes: Show and search notes by three tabs — Present Web page Notes, All Notes, and Admin Notes. Every observe contains fast hyperlink redirecting to its connected web page.
Broaden/Decrease & Pin to High: Collapse, broaden, or pin essential notes on prime of record.
Colour & Structure Customization: Assign colours, freely modify dimension and place.
Context Menu: Proper-click menu provides new observe or sub observe anyplace on web page, toggle all notes on/off, or change to focus view mode.
Language: Helps all languages built-in in Perfex CRM core: English, Bulgarian, French, German, Greek, Portuguese, Portuguese (Brazil), Russian, Spanish, Turkish, Vietnamese, Japanese, Chinese language, French (Canada), Indonesian, Dutch.
Collaboration & Management
- Admin Dashboard: View, filter, and search employees observe actions throughout CRM system.
- Permission Management: Outline entry for view, create, edit, delete, and handle.
- Admin Notes: Managers can create shared or task-specific notes for workers. When employees log in, admin notes seem instantly on dashboard.
Documentation & Assist
Set up information and have documentation included in connected .zip package deal.
For assist, submit a ticket in Codecanyon remark part – crew will reply as quickly as attainable.
Adjustments
NOTE: Minimal PerfexCRM model required is 3.2.0 P/S: In case you encounter any conflicts throughout utilization, please go away suggestions or contact me at [email protected]. I'll assist you straight away! Thanks. -------- Model 1.2.1 (December 23, 2025) -------- NEW - Todos show integrates present extra/present much less to keep away from displaying lengthy content material. (December 22, 2025) - Combine verify modal for affirmation actions, e.g., delete observe. (December 17, 2025) - Combine icons for cover/present all notes, exit/give attention to notes, add observe proper under Toggle Panels icon for handy observe operations when FAB Button and World Context Menu (Proper-click on web page) are disabled. (December 20, 2025) CHANGED - When a observe is energetic, all sub-notes in mindmap if any are displayed above different notes for simpler manipulation. (December 17, 2025) - Bear in mind Give attention to Notes state on web page refresh. (December 17, 2025) - Bear in mind energetic tab state and search key phrases for notes/todos in Notes Panel. Regulate energetic tab type for higher visibility. (December 17, 2025) FIXED - Repair and enhance stability of Decrease to Icon state persistence for particular person notes. Then Decrease All Notes to Icons. (December 17, 2025) TASKS IN PROGRESS Word: 1.2.1 - Combine encrypted password and account sharing in notes between employees. (November 2, 2025) - Combine forwarding notes to different employees with affirmation, used to ship password data, recordsdata, photos. (November 2, 2025) P/S: These options will probably be built-in to satisfy the wants of consumers utilizing the module and requiring integration inside the system. -------- Model 1.2.0 (November 28, 2025) -------- NEW - Robotically prepare notes on the web page when clicking the Auto Prepare Notes icon. (November 27, 2025) - Built-in significance stage labels (Low, Regular, Excessive, Essential) with customizable colours to mark observe precedence. Added animation results to visually establish observe significance ranges. (November 28, 2025) CHANGED - Convert to Activity: convert to clean textual content earlier than changing into Activity Description. Do Activity Description doesn't assist HTML tag. (November 26, 2025) - Regulate when deciding on which energetic observe will probably be on prime to facilitate operations. (November 26, 2025) - Regulate the assist of drag drop transfer when energetic into observe. (November 26, 2025) - Regulate the customization of the Pin-it button to indicate/cover. (November 26, 2025) - Regulate the width of the observe as much as 80% of the display screen width. (November 26, 2025) - Take away the resize impact within the strategy of resizing the observe dimension. (November 26, 2025) - Bear in mind the broaden/ collapsed state of every stage of sub-notes. (November 27, 2025) -------- Model 1.1.0 (November 8, 2025) -------- NEW - Added FlexiNote/Settings choice to assist drag-and-drop adjustment of the Floating Motion Button (FAB) place. (November 2, 2025) - Added function to attenuate notes into tiny observe icons on the web page. (November 6, 2025) - Added opacity setting for every particular person observe to cut back workspace distraction - full visibility on hover. (November 6, 2025) - Added context menu settings: permit excluding context menus on particular pages or disabling them completely. (November 6, 2025) - Added auto-close Panel when clicking outdoors the Panel, decreasing the necessity to transfer the cursor to the shut icon. (November 6, 2025) - Context menu integration for icon mode (Decrease to Icon / Broaden from Icon) (November 6, 2025) - Added reminder/notification function. Admin can allow or disable this feature based mostly on their wants. (November 7, 2025) - Combine changing notes to duties. (November 2, 2025) - Combine textual content formatting, insert photos and hyperlinks, and embed video hyperlinks in notes. (November 2, 2025) FIXED - Repair battle with Perfex core hotkeys when coming into observe content material. (November 3, 2025) - Mounted problem the place a number of hidden notes briefly appeared and disappeared when accessing or refreshing a web page. (November 6, 2025) -------- Model 1.0.0 (November 2, 2025) -------- - Preliminary launch
