Custom Data Tables for Perfex CRM

Description

Unlock the Power of Data Customization with our Custom Data Tables module for Perfex CRM Are you ready to take control of your data tables in Perfex CRM like never before Welcome to the future of data management with our groundbreaking module which is designed to empower you with unparalleled flexibility and control over your CRM data being a game-changer for businesses of all sizes Key Features 1 Dynamic Column Management With our module you can effortlessly add remove and rearrange columns in your table views Tailor your data presentation to meet your unique business needs Say goodbye to rigid data displays and embrace the freedom to customize 2 Utilize Unused Data Unlock the hidden potential of your CRM by incorporating existing data that often goes unused Make informed decisions by accessing and displaying data that matters most to your organization 3 Custom Field Integration Seamlessly integrate custom fields into your table views No more sifting through multiple screens to access vital information It s all at your fingertips right where you need it 4 User-Friendly Interface Drag n Drop Our module boasts an intuitive and user-friendly interface ensuring that customization is a breeze even for those without advanced technical skills 5 Enhanced Productivity Tailored data views mean improved efficiency Access the information you need quickly and make data-driven decisions with ease 6 Custom Table Aesthetics Change the appearance of your table views using custom CSS code according to your needs Why Choose Custom Data Tables for Perfex CRM In today s dynamic business landscape data is king Make sure you re maximizing its potential with a tool that puts you in control Our module empowers you to customize your data views improve decision-making and enhance productivity Whether you re a small business or an enterprise this module is designed to meet your data customization needs Who Can Benefit All Admin staff members of Sales Teams Customize your CRM to focus on key sales metrics and customer data Customer Support Streamline support operations by displaying relevant customer information Project Managers Arrange project data for efficient project tracking Marketers Display critical marketing analytics and campaign data Administrators Tailor data views to monitor system performance and user activity And More No matter your industry or role custom data views can revolutionize your CRM experience Stop wrestling with one-size-fits-all data views and start making your CRM work for you Our module is your passport to data customization efficiency and better decision-making Get started today and unlock the true potential of your CRM data Elevate your business with Custom Data Tables for Perfex CRM Currently supported Controllers and Data Leads Company Email Phone Value Tags Assigned Source Last Contact Position Description Country City State Address Lead Status Change Website Public Customers Primary Email Phone Groups Date Created Vat Country City State Address Website Billing Street Billing City Billing State Billing Country Billing Zip Shipping Street Shipping City Shipping State Shipping Country Shipping Zip Proposals Total Date Open Till Tags Date Created Project Subtotal Total Tax Adjustment Discount Percent Discount Total Discount Type Country Zip State City Address Email Phone Acceptance Firstname Acceptance Lastname Acceptance Email Acceptance Date Estimates Amount Total Tax Tags Date Expiry Date Reference Status Date Send Date Created Subtotal Adjustment Client Note Admin Note Discount Percent Discount Total Discount Type Invoiced Date Terms Billing Street Billing City Billing State Billing Zip Billing Country Shipping Street Shipping City Shipping State Shipping Zip Shipping Country Acceptance Firstname Acceptance Lastname Acceptance Email Acceptance Date Invoices Amount Total Tax Date Tags Due Date Status Date Send Date Created Subtotal Adjustment Client Note Admin Note Last Overdue Reminder Last Due Reminder Discount Percent Discount Total Discount Type Recurring Type Last Recurring Date Total Cycles Terms Billing Street Billing City Billing State Country Billing Zip Shipping Street Shipping City Shipping Zip Shipping Country Expenses Date Project Customer Invoice Reference Payment Mode Tax Note Billable Recurring Type Last Recurring Date Date Added Total Cycles Projects Tags Start Date Deadline Members Status Description Project Created Date Finished Project Cost Estimated Hours Rate Per Hour Tasks Start Date Assigned to Tags Description Date Finished Recurring Type Rel Type Hourly Rate Last Recurring Date Contracts Contract Type Contract Value Start Date End Date Signature Content Description Date Added Acceptance Firstname Acceptance Lastname Acceptance Email Acceptance Date Last Sent At Last Sign Reminder At Custom Fields Currently supported areas Documentation It takes only a couple minutes to be installed and activated We created a complete documentation regarding the installation and configuration process of our module which you can find inside the downloaded zip file from CodeCanyon Support Just raise a support ticket within support area and we will get back to you ASAP Version 1 1 6 -Code improvements Version 1 1 5 -Code improvements Version 1 1 4 -Code improvements Version 1 1 3 -Columns sorting coding improvements Version 1 1 4 -Code improvements Version 1 1 2 -Compatibility Improvement -Pagination logic improved -Language issues in some installations Version 1 1 1 -Pagination logic improved Version 1 1 0 -Support for indepedent staff member s settings -Enhancements Version 1 0 0 -Initial version