PolyUtilities boosts Perfex CRM with powerful customization and workflow enhancements. Create multi-level menus, group menus by purpose, embed iframe links, open content in popups, and reorganize system navigation with drag-and-drop. Add dynamic widgets across dozens of display positions, use right-click navigation, manage custom JS/CSS, support multi-company and multi-address structures, and convert selected text into tasks instantly. Combined with banners, announcements, quick-access shortcuts, and many smart utilities, PolyUtilities turns Perfex CRM into a faster, cleaner, and highly personalized workspace for every team member.

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.
Advanced Customization Tools for Perfex CRM (Custom Context Menu: a right-click menu with multi-level access to system components). PolyUtilities for Perfex CRM: Quick Access Menu, Custom JS, CSS, and More - 2 (All-in-one, easily customize your Perfex CRM)

✅ Support SaaS modules without the need to purchase additional licenses. You can install poly utilities for your customers.

Live Demo

Site: https://polyutilities.polyxgo.com/admin
Note: poly utilities is a module for custom Perfex CRM. You can purchase Perfex CRM at: Perfex – Powerful Open Source CRM
Version 3.4.5 is out! (May 28, 2026). Click here to view the Changelog Important Note: Version 2.5.2+ requires PerfexCRM version 3.2+. Lower versions of PerfexCRM are not supported for this update. Please refrain from updating. ✅ Check out the guide now: Customizing Menus 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).

Support for displaying 2-level menus in Perfex CRM on the client side. (v2.2.0)

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)

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Setup menu (Grouping, custom setup menu)

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Clients/ users menu (Grouping, custom clients menu)

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Easily create, group, and manage lists of right-click menu items (favorite links) within the working environment of the Perfex CRM system.

✅ Check out the guide now: Context Menu for Perfex CRM: A Powerful Tool for Quick and Efficient Navigation

Similar to the Quick Access Menu, the Context Menu allows personnel to quickly navigate to key system components configured through the right-click menu, such as invoices, customers, projects, and more.

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.
Language: to display the language switcher with a flag icon. (v2.7.1)

A list of popular and essential widgets will be gradually integrated in upcoming versions. PolyUtilities for Perfex CRM: Quick Access Menu, Custom JS, CSS, and More - 12

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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://polyxgo.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.

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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.

✅ Check out the guide now: How to Create Banners & Announcement Sliders in Perfex CRM?

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.

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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).

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Extended project features

Manage prefix lists for project naming, supporting project categorization. Examples: APP-, WEB-, MOD-, PLU-, IOS-, CRM-, etc.

On the project page, integrate a quick-create button for Estimates, Proposals, and Contacts with pre-filled information for customers, projects, etc. Quickly create contract, proposal, and estimate information directly in the project details section. Customer, project, and other details are auto-filled.

PolyUtilities for Perfex CRM: Quick Access Menu, Custom JS, CSS, and More - 21 Quickly create contract, proposal, and estimate information directly in the project details section. Customer, project, and other details are auto-filled.

Multiple Companies for Primary Contact

This feature allows each contact in Perfex CRM to manage information for multiple companies simultaneously – solving a common limitation where one primary contact could only belong to a single company.

✅ Ideal for agencies and service providers working with several client companies under one account. Personnel can easily switch between managed companies without creating multiple accounts, keeping access centralized for all projects, proposals, contracts, invoices, and support tickets.

✅ Check out the guide now: Optimize Perfex CRM: Allow One Contact to Manage Multiple Customer Companies

Administrators can conveniently switch between company profiles from the management dashboard. This not only simplifies data management but also ensures consistent collaboration across multiple organizations from one unified account. PolyUtilities for Perfex CRM: Quick Access Menu, Custom JS, CSS, and More - 24

Multiple Addresses for Companies

Easily add and manage multiple branch addresses for each company or customer profile. This feature enhances Perfex CRM by supporting independent address entries for billing, delivery, or branch contact details — something not supported by default in Perfex CRM. Each branch address can include:

Google Map link for precise location reference.
Phone number, address, and branch manager details.
Separate contact or social media links for each branch.

✅ Check out the guide now: Multiple Addresses for Companies – Solving the Single-Address Limitation

When creating invoices, proposals, or delivery forms, administrators can quickly select the correct branch address instead of manually editing company information each time. This feature streamlines business workflows for multi-branch companies or organizations with multiple contact points. PolyUtilities for Perfex CRM: Quick Access Menu, Custom JS, CSS, and More - 25

Integrating a feature to support customizing the display of icon lists when collapsing the sidebar menu. Display menu labels when hovering over icons.

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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)

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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.

✅ Check out the guide now: Custom Data Tables for PerfexCRM

Video demo

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PolyUtilities for Perfex CRM: Quick Access Menu, Custom JS, CSS, and More - 29

Add Custom JS, CSS Files

✅ Check out the guide now: How do I customize my Perfex CRM?

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.

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Add, custom Javascript PolyUtilities for Perfex CRM: Quick Access Menu, Custom JS, CSS, and More - 32

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Add, custom CSS

Time is valuable in work. Quickly accessing frequently managed components contributes to increased work efficiency.

Supporting Features:

Multiple activate/ deactivate modules. (v2.3.0)
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.
Easily create Favorite Links list in Perfex CRM

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Task Template for Perfex

Managing repeating project tasks shouldn’t feel like rebuilding everything from scratch. With Task Templates, you centralize reusable workflows, organize categories, and add detailed checklist items directly into each template – solving the common problem of “Where do I add checklist items?” once and for all. See how you can streamline new-project setup and keep every team aligned with predictable, structured work. ✅ Check out the guide now: Task Templates with Checklist Items and Categories

Convert to Task – Create Tasks from Anywhere

Quickly convert any selected content on your Perfex CRM screen into a Task — without navigating to the Task creation page. Simply highlight the text or content you want to convert, then use Convert to Task. Works across various sections such as:

Todos and sticky notes for perfex crm
Invoices and Proposals
Project details and comments
Customer tickets and messages
Any other selectable content across Perfex CRM (dashboards, content, knowledge base, custom modules, and more).

The created Task can be instantly assigned to a project and designated staff member. This feature boosts productivity by enabling seamless task creation directly from real working contexts — eliminating extra steps and saving valuable time for your team.

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Other Utilities

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Enhanced Custom Field Search Display: Supports displaying search result content for custom fields in PerfexCRM. The visually enhanced data presentation allows administrators to easily access the exact information they need. (Search Results with Custom Field Data Display)
Breadcrumb: added breadcrumb support for Perfex CRM. Supported modules: projects, contracts, expenses, knowledge base, proposals, estimates, invoices, payments, credit notes, and items. This list is updated based on integration and customer requests. (v2.2.0)
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.

Appearance

Easily customize the interface, background, and logo for the login page. Supports unique backgrounds for each login page of Admin, Staff, and Customers. Includes support for seasonal effects such as snowfall, rain, matrix, etc. Allows integration of any custom effects or interface features through customizable JavaScript and CSS.

✅ Check out the guide now: Easy Custom Login Page for Perfex CRM

(Easy Custom Login Page)

Easy Custom Login Page (Display Custom Login Page with Effect)

Download Module Feature

Download Module feature in PolyUtilities provides administrators with a powerful tool to export, backup, and share individual modules directly from the Perfex CRM admin interface. This feature streamlines module management and enhances workflow efficiency for system administrators and developers. Easily share modules with other Perfex CRM installations. Easy backup your module

(Download Module)

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.

Export/Import Support backup/restore custom menu lists for: sidebar, setup, clients, and settings.

Enable column display filter for data tables Display a filter bar to select which data table columns to show above data tables.

Enable column reordering for data tables Allows admins to reorder column display order using drag-and-drop on data tables. After setting the display order of data table columns, this option can be disabled to lock the adjusted order and prevent further reordering.

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

NOTE: Minimum PerfexCRM version required is 3.2.0
P/S: In case you encounter any conflicts during usage, please leave feedback or contact me at polyxgo@gmail.com. I will support you right away! Thanks.

-------- Version 3.4.5 (May 28, 2026) --------
NEW
- Standalone Media Manager for PolyUtilities. (May 9, 2026)
- Custom Login Page with Background Gallery (Fixed, Random, and Sequence rotation). (May 9, 2026)
- Visual Effects for Login Page (Rain, Code, Confetti, and FlowText). (May 9, 2026)
- Custom Login Info box with rich text editor and dynamic macros ({CURYEAR}, {BRAND}). (May 9, 2026)
- Added auto YouTube embed parsing for banners. (May 9, 2026)

CHANGED
- Improved Access Control UX: Redirects unauthorized users with a friendly alert instead of a blank error page. (May 9, 2026)
- Enhanced Custom Menus: Menu items are now automatically hidden if the user lacks permission to access them. (May 9, 2026)
- Improved Translations: Custom menu items now dynamically display accurate, pre-translated names from the system. (May 9, 2026)
- Optimized Icon Picker: Faster loading times and better performance when browsing icons. (May 9, 2026)
- Upgraded Login Page UI: Added real-time UI preview for styling, smooth glassmorphism effects, and optimized background image loading. (May 9, 2026)
- Improved Sidebar & Navigation UX: Better active tab highlighting, smoother scrolling, and seamless sticky topbar animations. (May 9, 2026)
- Enhanced Widget Builder with new Media, Gallery, and Youtube widgets, integrated Rich Text Editor and Media Manager, smoother drag-and-drop UX, dynamic widget count labels, and interactive help guides. (May 9, 2026)

FIXED
- Prevented redirect loops when the module is deactivated. (May 9, 2026)
- Fixed saving issues for the Custom Login Info editor. (May 9, 2026)
- Fixed sidebar menu losing its 'active' state in certain views. (May 9, 2026)
- Restored missing All-in-One Support icon on the admin login page. (May 9, 2026)
- Fixed popup and modal conflicts to ensure smooth interactions (e.g., Icon Selector, Tips & Guide). (May 9, 2026)
- Fixed inability to select text inside input fields of the Widget Builder. (May 9, 2026)
- Fixed minor UI shifting and visual glitches across the Media Manager and HTML Editor. (May 9, 2026)
- Ensured correct image aspect ratios in Widget displays. (May 9, 2026)

------- Version 3.4.4 (February 26, 2026) --------
NEW
- Added new widget position "Article sidebar" for the Knowledge Base article detail page sidebar (Related Articles area). (February 25, 2026)
- Added admin edit button (pencil icon) on the frontend Knowledge Base article page. Visible only when an admin is logged in, clicking opens the admin article editor in a new tab. (February 25, 2026)

CHANGED
- Improved Table of Contents logic: Automatically hides when there are no headings, added state persistence (remembers collapsed/expanded state) per browser. (February 25, 2026)
- Refined Table of Contents scroll offset: Dynamically accounts for sticky editor toolbars to ensure headings are fully visible when clicked. (February 25, 2026)

FIXED
- Fixed Table of Contents not being hidden when article content has no headings. Also removes the floating toggle button. (February 25, 2026)
- Fixed Ctrl+S keyboard shortcut conflict with "Start Timer" functionality in header and dropdowns. Ensured Ctrl+S saves TinyMCE editor content before triggering form submission. (February 25, 2026)

TASKS COMPLETED (PENDING RELEASE v3.4.5)

TASKS IN PROGRESS

P/S: These features will be integrated to meet the needs of customers using the module and requiring integration within the system.

-------- Version 3.4.3 (November 30, 2025) --------
FIXED
- Fixed issue where the page became blank due to migration Custom Menu. (November 30, 2025)
- Fixed issue where toggling active banner settings resulted in 400 error when setting default values for the first time. (November 30, 2025)

-------- Version 3.4.2 (November 27, 2025) --------
NEW
- Integrate fixed bottom menu (sticky bottom menu with 3-level menu items). Support unlimited menu items slider. Toggle on/off either or both on desktop, mobile.
- Support managing, categorizing, creating task template list for new project creation. This removes need to recreate generic tasks for most projects like gathering client requirements, feature lists, design, feature integration, handover, etc.

UPDATED
- Add cache for Custom Menu processing + language keys.
- Persistent tab state in settings.

CHANGED
- Persistent tab state in settings.
- Optimize menu sync performance with batch operations.

FIXED
- Fix query bug causing Custom Menu slow load and slowing system. Sincerely apologize to everyone with system affected by this bug!
- Fix issue where new menu items not added into database when module updates routes.

-------- Version 3.4.1 (November 14, 2025) --------
NEW
- Add settings to enable/disable Custom Menu, Multiple Companies, Multiple Addresses.
- Adjust checkbox style to a unified toggle button.

CHANGED
- Projects Name patterns: Add drag & drop support to reorder project name patterns. Remove pagination because the actual data is usually not large.
- Integrate settings that allow enabling or disabling features: Custom Menu, Multiple Companies, Multiple Addresses.
- Disable Gravatar support to avoid external avatar requests that slow down access to multiple companies and multiple addresses features.

FIXED
- Fix some issues related to the Project name pattern feedback.
- Fix conflict causing incorrect active state for menu items when adding custom styles css and scripts js.
- Issue where all menu items became active when the route removed the trailing slash after /admin.

-------- Version 3.4.0 (November 12, 2025) --------
NEW
- Integrate multiple companies with the same primary email contact, supporting agencies in managing information for multiple companies within the system.
- Integrate multiple addresses and Google Maps for companies with multiple branches and contact information.
- Convert to Task and assign to a Project and staff from any content in the system — including posts, notes, customer tickets, or other tasks.

FIXED
- Handle the conflict issue between the Custom Menu and the latest version of the Perfex CRM SaaS Module by Ulutfa.

-------- Version 3.3.1 (October 31, 2025) --------
FIXED
- Fix route conflict issue when trying to delete or copy a project
- Error when creating New Project Proposal from project page: Subtotal duplicated.
- Fix discount calculation issue in projects items management.
- Fix character encoding issue in language string francais_canada.

-------- Version 3.3.0 (October 28, 2025) --------
Update 3.3.0 Notice
For sites using Custom Menu:
- Right after updating, go to Poly Utilities/Settings (`admin/poly_utilities/settings`) and choose `Sync from Options to Database` to migrate current Custom Menu data.
- Then open Custom Menu and reorder menu items as needed.
- If sync fails or the feature doesn't work, try Deactivate, then Activate the module.

Need help? Contact polyxgo@gmail.com

NEW
- Multi-language support for menu items list
- Integrated 3-level menu support for Clients menu
- Added enabled/disabled toggle for Clients menu items
- Menu items at any level with permission restrictions or client login requirements will be hidden when clients are not logged in

CHANGED
- Migrated custom menu storage from options to dedicated database tables for improved performance
- Added dedicated table: poly_utilities_custom_menus
- Updated parent menu item hierarchy display style to use tree characters
- Validate JavaScript tag structure requires proper script src closing syntax to prevent embed errors.

FIXED
- Fixed duplicate content display issue on After avatar widget
- Fixed arrow icon misalignment in grouped menus with long labels affecting other items’ display
- Fixed active menu item detection issue on newly added parent menus
- Fixed missing avatar and user name in the “Display to specific users” section for menu items
- Fixed widget language conflict issue causing unwanted redirects to routes from other modules when changing language

-------- Version 3.2.0 (September 23, 2025) --------
NEW
- Download Modules for Perfex CRM. Easily backup & share modules with other Perfex CRM installations.
- Back project details on contract page.

CHANGED
- Check change css, js handle with core PerfexCRM 3.4.0.
- Init directory for media, js, css.

FIXED
- Fixed missing move button to edit project details on PerfexCRM 3.4.0

-------- Version 3.1.0 (March 28, 2025) --------
NEW
- Support for searching and displaying custom fields in the PerfexCRM search bar.
- Login & Dashboard Page: Customize the activation/deactivation of the login background and dashboard background.
- Integrated feature separating mouse scroll between left menu and right content.

UPDATED
- Adjusted styles for compatibility with PerfexCRM core.
- Adjusted styles for compatibility with `Perfex CRM - Flat Theme for Admin (Backend) Interface` by themesic.

FIXED
- Fixed issue where menu item title was not showing on hover when sidebar menu is collapsed.

-------- Version 3.0.0 (February 01, 2025) --------
NEW
- Login Page: The TextCloud effect now supports displaying a list of keywords, tags, names, etc., on the login page. Gradually introduce the keywords, slogans, or motivational messages you desire into the minds of customers and staff every time they use the system.

UPDATED
- Added translations for supported languages for features on PolyUtilities.

CHANGED
- Added hide the default Language Switcher when using the Widgets Language on the login page.

-------- Version 2.9.4 (January 26, 2025) --------
NEW
- Added alignment attributes for Widgets Language. You need to remove all previously added Widgets Language and add them again.
- Context Menu: Add an icon when a menu item contains submenu items.

FIXED
- Resolved customer-reported issues: Widgets Language did not display language flags in content display positions of widgets.
- Context Menu: Adjust the click event so that the link only works when clicking directly on the anchor text.

-------- Version 2.9.3 (January 23, 2025) --------
NEW
- Custom Login Page: Added effects: Fireflies, Starfield, Meteor Shower.

FIXED
- Resolved customer-reported issues: Fixed the backdrop appearing beneath modals and popups when the Custom Login Page feature is activated.

-------- Version 2.9.2 (January 22, 2025) --------
CHANGED
- Custom Login Page: Added the "None" option to disable effects on the login page.
- Custom Login Page: Added support for previewing display effects.

FIXED
- Resolved customer-reported issues.
- Dashboard background not displaying issue resolved.

-------- Version 2.9.0 (January 22, 2025) --------
NEW
- Custom Login Page: Easily customize the interface, background, and logo for the login page. Supports unique backgrounds for each login page of Admin, Staff, and Customers. Includes support for seasonal effects such as snowfall, rain, matrix, etc. Allows integration of any custom effects or interface features through customizable JavaScript and CSS.
- Settings/Quick Access Menu: Added settings to hide the "+Add new link" button in the quick access menu display.
- Enable/Disable Context Menu: Added a customization to enable or disable the use of the Context Menu in Settings / Enable right-click menu (Context Menu).

UPDATED
- Added language translations for the placeholder of the Search menu item feature.
- Added missing language translations for components not included in the previous update (e.g., Context Menu).

CHANGED
- Custom CSS/JS: Automatically generates a slug for custom CSS and JS file names based on the entered title.
- Settings: Adjustments that affect the interface will now reload the page after changes. Examples: Context Menu, Search Menu, Sticky Topbar, etc.

FIXED
- Resolved customer-reported issues.
- PerfexCRM 3.2.1 Conflict: Fixed an issue where menu items lost their active state when accessed, including level 2 and 3 menus, custom CSS/JS editing menus, and feature tabs for banners, announcements, and projects.
- Custom CSS File Locking: Fixed an issue where editing locks were not applied to custom CSS files.

-------- Version 2.8.2 (January 11, 2025) --------
NEW
- All-in-one Contact: Added the "Telegram" type for adding customer support channels via Telegram numbers.

FIXED
- Fixed a permission issue when configuring "Display to specific roles" and "Display to specific users" for menu item access controls.
- Fixed denied access to links without proper permissions.
- Fixed a script issue on the Support page where the All-in-one Contact button encountered configuration errors in the contact information list.

-------- 2.8.1 (December 23, 2024) --------
NEW
- Right-click menu with multi-level access to system components. Supports role-based permissions. Each staff account or role will see a menu customized to the tools they use.
- Todo input popup now only closes when clicking the Close buttons. This prevents accidental closure and loss of input content when clicking outside the popup while editing.

CHANGED
- Adjusted the popup height when viewing, editing, or adding new Todo items to better fit the screen height.

FIXED
- Fixed a permission issue where Settings > Users can access PolyUtilities was not specified.

-------- 2.7.1 (December 10, 2024) --------
NEW
- Widget to display the language menu and flag icons in widget areas: admin, staff, clients, and within article details.

FIXED
- Conflict error with CSRF handling in PerfexCRM core prevents contact information from being saved.

-------- 2.6.1 (Decemeber 8, 2024) --------
NEW
- Custom Data Table: Customize the display order of data columns. Drag & Drop to rearrange column order in data tables. Admins can reset or lock this feature after arranging the display order of columns.
- Settings: Export/Import the configuration.
- Custom Menu: Export/Import menu list.

CHANGED
- Redesigned the settings page into categorized tabs based on features. Added descriptive notes for each feature.
- Updated feature illustrations to align with PerfexCRM's new interface.
- Optimized and improved code for certain features.

FIXED
- Fixed the issue where the edit project icon was missing.
- Quick Access Menu: Fixed the issue where using a hotkey with `target="_blank"` did not open in a new tab.
- Fixed the non-functional delete confirmation for Todo items.

-------- 2.5.3 (November 20, 2024) --------
FIXED
- Adjusted the display of the progress bar color and completion percentage in the pinned project section.
- Fixed icons and default icons for level 2 and 3 menus to align with parent menus in collapsed mode.
- Fixed active menu level 3.

NEW
- Add languages and translations: Japanese, Chinese, Francais_Canada, Indonesia and Dutch.

-------- 2.5.2 (November 19, 2024) --------
UPDATED
- Added a toggle button for the 'Table of Contents' section when editing article content.

FIXED
- Widget after avatar => after user info. Adjusted due to the avatar being moved to the sidebar menu.
- The account name feature on the menu bar now allows toggling visibility in version 3.2.1.
- Adjusted the position of the logout button to be next to the new avatar display.
- Widget area: Right avatar => changed to Right topbar menu. Removed Before sidebar logo.
- Menu setup close at the end of the list was duplicated with the first menu item.
- Adjusted CSS styling to match PerfexCRM 3.2.1 for conflicting elements.

NOTE: Minimum PerfexCRM version required is < 3.2.0
-------- 2.5.1 (November 19, 2024) --------
FIXED
- Fixing errors related to the sidebar menu not recognizing original module menus at levels 2 and 3.
- Fixing errors where level 2 sidebar menus do not display SVG icons.
- Resolved issues reported by customers.

-------- 2.5.0 (November 18, 2024) --------
NEW
- Projects: Manage prefix lists for project naming, supporting project categorization. Examples: APP-, WEB-, MOD-, PLU-, IOS-, CRM-, etc.
- Projects: On the project page, integrate a quick-create button for Estimates, Proposals, and Contacts with pre-filled information for customers, projects, etc.

CHANGED
- Drag and drop the display position of the All-in-One Support icon & Scroll to Top icon to percentage units (%). Ensures consistent display positions across mobile, tablet, and desktop devices.
- Updated to improve performance, JavaScript structure, and CSS display styling.

UPDATED
- Added a reset-to-default-position button for the All-in-One & Scroll To Top icons to easily reconfigure new positions.
- Custom menu: Added buttons to reset the sidebar, setup, and clients menus, or all menus, to their original default states.
- Custom menu: Added buttons to delete the custom menu list for sidebar, setup, and clients menus, or all menus.

FIXED
- ASSETS JS & CSS now use absolute paths, supporting module testing on localhost servers with port information in the address bar.
- Resolved issues reported by customers.

-------- 2.4.1 (November 3, 2024) --------
NEW
- Custom menu item type: Popup. Supports displaying custom HTML content across all 3 levels of the Sidebar menu (Setup menu and Clients to be updated later). Admins can create menus assigned to specific user accounts, clients, or roles with access permissions to view the menu content. Example: a reward announcement board for personnel in the 'marketing roles' group (marketing department).
- Custom JavaScript, CSS: integrated permission locking for editing each custom JavaScript and CSS code. Administrator with ID 1 can lock custom JavaScript and CSS code, preventing edits from other admins. This feature helps administrators ensure that custom scripts and CSS for the Perfex CRM interface remain unchanged.

UPDATED
- Support for drag-and-drop to adjust the display position of the All-in-One Contact button icon.
- Support for drag-and-drop to adjust the display position of the Scroll to Top button on the page.

FIXED
- Temporarily removed hook event handling in $ajax & fetch setup from routes containing the slug /chat. Handling may conflict with modules that also hook into this event, causing one of the two modules to malfunction. Other routes remain unaffected.
- Fixed overlapping issues when setting the positions of the All-in-One Contact button and Scroll to Top button. This occurs on sites using additional modules with fixed icons on the page, such as chat plugins like WhatsApp.

-------- 2.3.3 (October 25, 2024) --------
FIXED
- Fixed the column display filter issue in the Sales/Invoices section with the 'Year' field (thanks to my customer's feedback).
- Fixed the sidebar menu item style issue.

-------- 2.3.2 (October 22, 2024) --------
NEW
- Add languages and translations: Portugese and Brazil (Portugese BR).

FIXED
- Addressed issues reported by customers: Unable to Edit Lead Information.

-------- 2.3.1 (October 17, 2024) --------
NEW
- Handle styling for the confirmation popup for delete actions within the PerfexCRM system.
- Add languages and translations: Turkish, French, and German.

FIXED
- Addressed issues reported by customers.

-------- 2.3.0 (October 16, 2024) --------
NEW
- Multiple activate/ deactivate modules.
- Client menu: Support sorting and grouping of client-side menus when the customer logs in: Projects, Contracts, Invoices, Estimates, Proposals, Subscriptions, and Support.
- Widgets: Feature buttons for "activate," "duplicate," and "delete" widget content are integrated into widget headers (PolyUtilities/Widgets)).
- CSRF: Integration of CSRF token support on systems where this feature is enabled. Support csrf_regenerate = true, regenerate token on every submission.
- Add languages & translations: English, Spanish, Vietnamese.

FIXED
- Custom client-side menu and submenu items that require login are incorrectly displayed even when not logged in.
- Login conflict error when accessing custom client group menu items.

-------- 2.2.1 (October 11, 2024) --------
NEW
- Updated breadcrumb support for Proposals, Estimates, Invoices, Payments, Credit Notes, and Items.

FIXED
- Fixed an issue where the editor covered other related elements.

-------- 2.2.0 (October 8, 2024) --------
NEW
- Added breadcrumb support for Perfex CRM. Supported modules: projects, contracts, expenses, knowledge base (This list is updated based on integration and customer requests).
- Support for displaying 2-level menus in Perfex CRM on the client side.
- Added a new menu item: setup/PolyUtilities. Admins can use this to re-enable the PolyUtilities menu if it was previously disabled.

CHANGED
- Temporarily switch the editing and sorting of custom menus to postback. Fix display issues of custom menus that are not showing correctly.

FIXED
- Fixed the divider issue in the sidebar & resolved the non-functional third-level setup menu.
- Fixed the display issue for the drag-and-drop area in level 3 menus.
- Fixed the missing `rel` and `target` attributes in level 2 menus.
- Fixed the `iframe` menu type feature for level 3 menus.
- Excluded the current menu item from the parent menu list if it is being edited.
- Fixed the issue where editing a level 3 menu item caused it to be moved to the end of the list.
- Fixed the issue with incorrect order of default client menus: Login, Register, Knowledge Base.
- Fixed full-width display for menu items of type `iframe`. Applications like Google Sheets and embedded sites will be displayed in full width in the admin panel.
- Fixed the issue with default icon display in collapsed menu mode for menu items without icons and without showing the menu label.
- Fixed the scroll-to-top issue in the Table of Contents: projects and knowledge base conflict in the latest version of Perfex CRM. Resolved the issue with the Tinymce toolbar sticking to the top when scrolling over other elements.

-------- 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.

PolyUtilities for Perfex CRM - Ultimate UI/UX & Customization Toolkit