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Preview: Custom Data Tables for Perfex CRM

Unlock the Energy of Data Customization with our Custom Data Tables module for Perfex CRM.

Are you able to take management of your information tables in Perfex CRM like by no means earlier than? Welcome to the way forward for information administration with our groundbreaking module, which is designed to empower you with unparalleled flexibility and management over your CRM information, being a game-changer for companies of all sizes.

Key Options:

1. Dynamic Column Administration: With our module, you possibly can effortlessly add, take away, and rearrange columns in your desk views. Tailor your information presentation to satisfy your distinctive enterprise wants. Say goodbye to inflexible information shows and embrace the liberty to customise.

2. Make the most of Unused Data: Unlock the hidden potential of your CRM by incorporating current information that always goes unused. Make knowledgeable selections by accessing and displaying information that issues most to your group.

3. Custom Discipline Integration: Seamlessly combine customized fields into your desk views. No extra sifting by 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, making certain that customization is a breeze, even for these with out superior technical expertise.

5. Enhanced Productiveness: Tailor-made information views imply improved effectivity. Entry the knowledge you want rapidly and make data-driven selections with ease.

6. Custom Desk Aesthetics: Change the looks of your desk views, utilizing customized CSS code, based on your wants.

Why Select Custom Data Tables for Perfex CRM?

In right now’s dynamic enterprise panorama, information is king. Be sure to’re maximizing its potential with a instrument that places you in management. Our module empowers you to customise your information 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 information customization wants.

Who Can Profit?

  • Gross sales Groups: Customise your CRM to give attention to key gross sales metrics and buyer information.
  • Buyer Assist: Streamline help operations by displaying related buyer info.
  • Venture Managers: Prepare mission information for environment friendly mission monitoring.
  • Entrepreneurs: Show essential advertising analytics and marketing campaign information.
  • Directors: Tailor information views to observe system efficiency and consumer exercise.
  • And Extra: Regardless of your trade or position, customized information views can revolutionize your CRM expertise.

Cease wrestling with one-size-fits-all information views and begin making your CRM work for you. Our module is your passport to information customization, effectivity, and higher decision-making.

Get began right now and unlock the true potential of your CRM information. Elevate your online business with Custom Data Tables for Perfex CRM.

At the moment supported Controllers and Data:

  • Leads (Firm, E-mail, Telephone, Worth, Tags, Assigned, Supply, Final Contact, Place, Description, Nation, Metropolis, State, Handle, Lead Standing Change, Web site, Public)
  • Prospects (Main E-mail, Telephone, Teams, Date Created, Vat, Nation, Metropolis, State, Handle, Web site, Billing Avenue, Billing Metropolis, Billing State, Billing Nation, Billing Zip, Delivery Avenue, Delivery Metropolis, Delivery State, Delivery Nation, Delivery Zip)
  • Proposals (Complete,
    Date,
    Open Until,
    Tags,
    Date Created,
    Venture,
    Subtotal,
    Complete Tax,
    Adjustment,
    Low cost P.c,
    Low cost Complete,
    Low cost Sort,
    Nation,
    Zip,
    State,
    Metropolis,
    Handle,
    E-mail,
    Telephone,
    Acceptance Firstname,
    Acceptance Lastname,
    Acceptance E-mail,
    Acceptance Date)
  • Estimates (Quantity,
    Complete Tax,
    Tags,
    Date,
    Expiry Date,
    Reference #,
    Standing,
    Date Ship,
    Date Created,
    Subtotal,
    Adjustment,
    Shopper Observe,
    Admin Observe,
    Low cost P.c,
    Low cost Complete,
    Low cost Sort,
    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)
  • Invoices (Quantity,
    Complete Tax,
    Date,
    Tags,
    Due Date,
    Standing,
    Date Ship,
    Date Created,
    Subtotal,
    Adjustment,
    Shopper Observe,
    Admin Observe,
    Final Overdue Reminder,
    Final Due Reminder,
    Low cost P.c,
    Low cost Complete,
    Low cost Sort,
    Recurring Sort,
    Final Recurring Date,
    Complete Cycles,
    Phrases,
    Billing Avenue,
    Billing Metropolis,
    Billing State,
    Nation,
    Billing Zip,
    Delivery Avenue,
    Delivery Metropolis,
    Delivery Zip,
    Delivery Nation)
  • Bills (Date,
    Venture,
    Buyer,
    Bill,
    Reference #,
    Cost Mode,
    Tax,
    Observe,
    Billable,
    Recurring Sort,
    Final Recurring Date,
    Date Added,
    Complete Cycles)
  • Tasks (Tags,
    Begin Date,
    Deadline,
    Members,
    Standing,
    Description,
    Venture Created,
    Date Completed,
    Venture Value,
    Estimated Hours,
    Price Per Hour)
  • Duties (Begin Date,
    Assigned to,
    Tags,
    Description,
    Date Completed,
    Recurring Sort,
    Rel Sort,
    Hourly Price,
    Final Recurring Date)
  • Contracts (Contract Sort,
    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)
  • Custom Fields
  • At the moment supported areas:

    Documentation

    It takes solely a pair minutes to be put in and activated.
    We created an entire documentation concerning the set up and configuration strategy of our module, which you’ll find contained in the downloaded zip file from CodeCanyon.



    Assist

    Simply elevate a help ticket inside help space and we are going to get again to you ASAP!




    Model 1.0

    -Preliminary model
    

    Download Custom Data Tables for Perfex CRM Nulled

    Download Custom Data Tables for Perfex CRM

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