PolyUtilities for Perfex CRM Quick Access Menu Custom JS CSS and More

Description

Thank you for your interest and support in the module Your feedback and reviews motivate us to continually improve integrate and develop new features If you need assistance with troubleshooting adjusting features or have any further input feel free to contact me In case you need urgent support or troubleshooting due to module installation issues please contact us directly at polyxgo gmail com As soon as we receive your information I am always ready to assist you Live Demo Site https perfexmodules wikipoly com admin Note This is an extension utility module for Perfex CRM You can purchase Perfex CRM at Perfex Powerful Open Source CRM Version 2 1 0 is out September 9 2024 Click here to view the Changelog Update coming soon 2 2 0 Multi-level menu integration for clients version 2 2 0 is expected to be released in September 2024 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 Sidebar menu supports 3 display levels Combined with menu item grouping feature it allows administrators to easily categorize menu links from various feature modules v2 1 0 Easily organize and regroup the list main menu settings menu and user-side menu Supports adding icons label content background color and custom CSS for each menu item 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 Grouping custom sidebar menu Setup menu Grouping custom setup menu Clients users menu Grouping custom clients 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 dashboard header Display content at top of customer account page 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 Login top page header Display content at top of login page v2 1 0 Login bottom page footer Display content at bottom of login page v2 1 0 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 Banners sliders The basic functionality of Banners Announcements will assist administrators in delivering and interacting with content for staff and customers across the entire system This is especially useful for content within Knowledge Base articles where Announcements Banners can be displayed at the beginning middle and end of the article The integrated feature supports displaying in all widget areas supported by the module Create and manage a list of banners for Perfex CRM Banner items support uploading banners banner links video iframes article iframes HTML content etc Display banner slides in supported widget areas admin clients widget positions in post content etc Set display and end schedules for each banner Choose popular slider effects for banners fadeInOut slide flip flipX flipY zoomInOut jackInTheBox rotateInOut Announcement sliders Create and manage a list of announcements for Perfex CRM Announcement items support displaying text content and custom HTML content Display announcement slides in supported widget areas admin clients widget positions in post content etc Set display and end schedules for each announcement Choose popular slider effects for announcements fadeInOut slide flip flipX flipY zoomInOut jackInTheBox rotateInOut integrated over time based on customer requirements 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 Add custom Javascript Add custom CSS 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 Settings User can access PolyUtilities Specify the list of accounts with the right to manage the PolyUtilities module Users can access PolyUtilities Custom menu Specify the list of accounts with the right to manage the custom menu list Enable account name after logo Display the currently logged-in account after the logo Enable Search Menu Activate the menu list search feature Enable Sticky Menu Customize to enable the Sticky Menu feature within the administration section Enable collapsed icon-only Sidebar Menu Enable the integration of a feature that supports customizing the display of icon lists when collapsing the sidebar menu Enable Quick Access Menu Enable disable Quick Access Menu feature Enable Quick Access Menu icons When hovering over main menus an icon will appear to assist in adding that menu to the Quick Access Menu section Enable quick access to the table of contents in the editor section Customize to enable the Table of Contents feature for content using editors such as projects articles supporting faster content creation Enable the use of custom JavaScript JS Customize to enable the operation of the list of custom JavaScript codes at PolyUtilities JavaScript JS Enable the use of custom CascadingStyleSheets CSS Customize to enable the operation of the list of custom CSS codes at PolyUtilities Style CSS Enable confirmation prior to deleting the note Customize to activate a confirmation dialog for deletion action of notes Enable operation functions Customize to activate extended functionalities such as an edit button while viewing project information copying phone numbers emails within tables displaying this information and additional features to be updated Enable scroll to top Customize to activate the scroll to top button within the administration section 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 ——– 2 1 0 September 9 2024 ——– NEW – Banners Announcements feature Manage and distribute slider content HTML news announcements promotions etc with effects all displayed in widget areas Supports text content or custom HTML – Custom sidebar menu supporting 3 levels – Add widget positions for displaying data Login bottom page footer Login top page header FIXED – Fixed issue when updating the module version ——– 2 0 1 August 24 2024 ——– FIXED – Fixed issue where the banner list was not displayed – Fixed issue where banner links were inaccessible when an iframe element was present – Fixed issue where the autoplay setting for banner sliders was not working – Fixed issue where loading custom menus using iframes was not functioning – Fixed issue where custom menu CSS was not updated after drag and drop ——– 2 0 0 August 22 2024 ——– NEW – Banners Manage and distribute slider banners displayed in widget areas Supports uploading images links or embedding YouTube iframes and other platforms UPDATED – Custom menu Added CSS customization Supports custom CSS styling for aligning coloring font-size etc for menu items – Custom menu Added option to remove custom menu icons – Widgets area Added Customer dashboard header widgets area Supports displaying custom notification data top banners on the customer account dashboard – Data table columns filter Feature to activate deactivate the use of column display filters on data tables – Added tooltips describing feature information CHANGED – AJAX handling for menu components type target rels roles etc FIXED – Fixed issues validation checks for updating and editing custom menu items ——– 1 3 0 July 10 2024 ——– UPDATED – Allow permission assignment for each custom setup menu for accounts with Administrator rights except id 1 – Set up to allow the Administrator with id 1 to designate the list of accounts authorized to use the PolyUtilities module and the PolyUtilities Custom menu by default only the Administrator with id 1 has this permission CHANGED – Adjusted the style of the user access list display – Custom permission positions for users on the menus do not show the Administrator account with id 1 This account by default has the highest permissions in the system FIXED – Fixed SVG display issue on the menus – Fixed the issue of saving custom menu links when drag-dropping to reorder menu items ——– 1 2 0 June 15 2024 ——– UPDATED – Adjusted the icon search feature where necessary – Fixed the issue of saving SVG icons in menus – Optimized the size of JavaScript and CSS files integrated with Webpack to minify CSS and JS CHANGED – Updated the styles and layout of module components – Modified the sidebar menu search box style to align with PerfexCRM – Updated the user profile style next to the logo FIXED – Fixed the issue where the customer menu did not display after a menu reset – Fixed the issue where custom menus for logged-in customers still showed register and login menus – Fixed issues with operations on JavaScript and CSS files in the code editor – Fixed customer feedback issues in production environments ——– 1 1 1 May 22 2024 ——– FIXED – Fixed PHP Warning errors when the development environment is activated ——– 1 1 0 May 19 2024 ——– NEW UPDATE – Integrated menu reset feature sidebar setup client – Integrated confirmation popup for deleting Widgets – Integrated widget cloning feature – Integrated custom menu cloning feature sidebar setting client CHANGED – Changed VueJS library to vue global prod js version – Enable or disable custom JS CSS for Admin Client from the list – Synchronized CSS for displaying Popup according to PerfexCRM style FIXED – Fixed issue where the confirmation button was not displayed when adding new custom Javascript Cascading style sheet ——– 1 0 9 May 10 2024 ——– UPDATED – Add link editing options for the custom Clients menu list FIXED – Fix issues related to custom menu item where iframe links cannot be edited ——– 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