Custom Data Tables for Perfex CRM
Custom Tables for Perfex CRM
Unlock the Power of Data Customization with our Custom Data 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 Features:
1. Dynamic Column Management: 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. Utilize Unused Data: Unlock the hidden potential of your CRM by incorporating present knowledge that usually goes unused. Make knowledgeable selections by accessing and displaying knowledge that issues most to your group.
3. Custom Field Integration: Seamlessly combine customized fields into your desk views. No extra sifting via a number of screens to entry important info. It’s all at your fingertips, proper the place you want it.
4. User-Friendly 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 Productivity: Tailored knowledge views imply improved effectivity. Access the data you want shortly and make data-driven selections with ease.
6. Custom Table Aesthetics: Change the looks of your desk views, utilizing customized CSS code, in keeping with your wants.
Why Choose Custom Data Tables for Perfex CRM?
In at this time’s dynamic enterprise panorama, knowledge is king. Make positive 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 you’re a small enterprise or an enterprise, this module is designed to satisfy your knowledge customization wants.
Who Can Benefit?
All Admin workers members of:
- Sales Teams: Customize your CRM to give attention to key gross sales metrics and buyer knowledge.
- Customer Support: Streamline assist operations by displaying related buyer info.
- Project Managers: Arrange challenge knowledge for environment friendly challenge monitoring.
- Marketers: Display important advertising and marketing analytics and marketing campaign knowledge.
- Administrators: Tailor knowledge views to observe system efficiency and person exercise.
- And More: No matter your trade or position, customized knowledge views can revolutionize your CRM expertise.
Stop wrestling with one-size-fits-all knowledge views and begin making your CRM work for you. Our module is your passport to knowledge customization, effectivity, and higher decision-making.
Get began at this time and unlock the true potential of your CRM knowledge. Elevate your small business with Custom Data Tables for Perfex CRM.
Currently supported Controllers and Data:
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)
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)
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)
Project,
Customer,
Invoice,
Reference #,
Payment Mode,
Tax,
Note,
Billable,
Recurring Type,
Last Recurring Date,
Date Added,
Total Cycles)
Start Date,
Deadline,
Members,
Status,
Description,
Project Created,
Date Finished,
Project Cost,
Estimated Hours,
Rate Per Hour)
Assigned to,
Tags,
Description,
Date Finished,
Recurring Type,
Rel Type,
Hourly Rate,
Last Recurring Date)
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)
Currently supported areas:
Documentation
It takes solely a pair minutes to be put in and activated.
We created a whole documentation relating to the set up and configuration means of our module, which you’ll find contained in the downloaded zip file from CodeCanyon.
Support
Just elevate a assist ticket inside assist space and we’ll get again to you ASAP!
Version 1.1.6
-Code enhancements
Version 1.1.5
-Code enhancements
Version 1.1.4
-Code enhancements
Version 1.1.3
-Columns sorting coding enhancements
Version 1.1.4
-Code enhancements
Version 1.1.2
-Compatibility Improvement -Pagination logic improved -Language points in some installations
Version 1.1.1
-Pagination logic improved
Version 1.1.0
-Support for indepedent workers member's settings -Enhancements
Version 1.0.0
-Initial model
