Note: This is a module for Perfex CRM, not a standalone script. This module works best on Perfex CRM version 3.2.1 and later. This module may not work if you are using Perfex CRM as a SaaS service. We recommend testing this module on a staging copy before deploying to your production Perfex instance.

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View knowledge base spaces on the Perfex CRM public page.

module introduction image

OVERVIEW

Take your knowledge management in Perfex CRM to the next level with Knowledge Base Advancements. This module enhances the standard knowledge base by enabling seamless image pasting, improving article organisation, and introducing a structured way to manage content. With the addition of Spaces, you can group related articles under a common category, making information more accessible. Customisable space cards allow further personalisation, creating a well-structured and user-friendly knowledge hub.

With Knowledge Base Advancements module, your team can manage and share knowledge more efficiently, ensuring critical information is well-organised, visually engaging, and easy to access. Stay ahead with continuous improvements that refine the way you document and distribute knowledge in Perfex CRM.

WHO IS IT FOR?

This module is ideal for businesses and organisations using Perfex CRM that:

Manage Extensive Documentation – Organise large volumes of articles into distinct ‘Spaces’ for better navigation.
Need Richer Content – Easily paste images and screenshots directly into articles for better visual guides.
Share Knowledge Publicly – Make selected knowledge base spaces accessible to customers and public users.
Require Better Internal Organisation – Structure internal team knowledge efficiently with multi-space categorization.
Want to Improve User Experience – Provide a more intuitive and visually appealing knowledge base for both staff and clients.

WHAT’S NEW

Spaces Are Now Available for Public Users

Knowledge Base spaces are now accessible to public users directly from the Perfex public page. Any Knowledge Base article that is not marked as an “Internal Article” will be visible to public users under the relevant space. This feature is particularly useful for sharing knowledge articles with your customers.

Spaces for Public Users

Include Articles in Multiple Spaces

You can now assign a Knowledge Base article to multiple spaces. This helps you organise your knowledge articles more effectively and improves accessibility for users.

Article in Multiple Spaces

CORE FEATURES

Paste Images and Screenshots in Articles: Easily insert images directly into knowledge base articles for better visual documentation.

Spaces for Articles: Organise multiple articles under a single parent category (Space) for improved content management.

Customisable Space Cards: Personalise space cards with any background and text colour using hex colour codes.

Enhanced Article View Page: The Article View Page now displays the space name the article belongs to, providing better context and organisation.

Visual Space Customisation: Add cover images to your spaces to enhance the visual appeal and identification of different knowledge categories.

Efficient Article Management: Create articles directly within specific spaces to maintain a structured and organised knowledge base.

More features on the way. Feel free to send through your feature request.

INQUIRIES AND SUPPORT

For any pre-sales inquiries, please use the discussion tab to ask any questions you may have.

If you have purchased this module and require support, please open a support query, and we will be glad to assist you.

For feature requests, please email us on the provided email address on our seller profile.

CHANGELOG

Version 1.2.0 | 14 Jan 2026

- Fixed: Articles without an assigned Space are now visible to staff with 'View knowledge base' permission
- Fixed: Space cover image validation to accept all valid image types

Version 1.1.8 | 20 December 2025

- Fixed: Knowledge base path issue affecting certain sites

Version 1.1.7 | 17 December 2025

- Fixed: Article access issues when no space is available

Version 1.1.6 | 12 December 2025

- Fixed: Refined permission validation for Space visibility.
- Fixed: Improved access filtering for Articles in the administration table.

Version 1.1.5 | 15 October 2025

Bug fix: Fixed an issue with the knowledge base path in the menu items
    Enhancement: Added new tools to the article description editor

Version 1.1.4 | 19 September 2025

Compatibility: Added support for Perfex CRM version 3.4.0
    Bug fix: Fixed the license validation issue

Version 1.1.3 | 3 July 2025

Bug fix: Fixed the space access issue
Bug fix: Fixed the article cannot be edited issue

Version 1.1.2 | 27 June 2025

Feature: Knowledge base spaces are now accessible to public users
Feature: Added the option to select multiple spaces for a knowledge base article
Enhancement: Moved the license menu to module settings

Version 1.0.6 | 24 February 2025

Feature: Added a cover image option for knowledge base spaces.
Enhancement: Improved the space page with improved functionality, users can now add a new article directly from this page, and a convenient link allows easy navigation back to the spaces page.
Enhancement: Clicking an article title now opens it in view mode.
Enhancement: After editing and saving an article, users are now redirected to the article view page.
Enhancement: Various user flow improvements for a smoother experience.

Version 1.0.1 | 13 February 2025

Initial release

Knowledge Base Advancements Module for Perfex CRM