Hello. I can’t share my Perfex for privacy reasons but I will try to setup a clean install to see if the problem persists. Meanwhile tried cleaning the cache, using other browsers, incognito modes, and disabling all perfex modules except Polyutilities and there is still this issue, at least in my instalation: I can stop the timer in the tasks, but not in the top right “moving clock”; and I cant enter a time duration manually. Will try to investigate more.

SOLVED! I just updated to 2.3.2 (where you fixed the lead issues) and the problem must have been related because it is now gone. Time tracking working ok now.

Hi, it’s great to hear this! Thank you for helping to respond to error reports. If there are any issues during the usage, please try to support me!

Hi,

If you are using PerfexCRM 3.1.6 and PolyUtilities 2.3.1 and still encountering the error, I am unsure of the cause. CSRF is a security class in the core of CodeIgniter, but the issue was fixed in version 2.3.1, whether or not you have it enabled.

I suspect the issue might be a conflict with another module you’re using. Since PerfexCRM does not fully support hooks and filters, third-party modules may hook into the default methods supported by JavaScript, jQuery, datatables, etc., so conflicts are possible.

If you try deactivating the other modules but the issue persists, you can create a demo account on your system and email it to polyxgo@gmail.com. I will log in and help you check the issue.

Regards,

Hi,

I apologize and confirm that there is an issue with editing Leads. I need to check it and will update you later!

Regards,

Hi you,

The issue you reported has been resolved in version 2.3.2. Please check and update your system accordingly!

I sincerely apologize for any inconvenience this may have caused to your workflow.

Regards,

seems like a json response code only

Thanks!

Great, thanks

Hi,

The issue has been adjusted and updated in version 2.3.1. Please update and check it!

If you encounter any issues, feel free to let me know. Additionally, if there are any features that you find suitable and need in the system, don’t hesitate to suggest them for my consideration!

If it’s useful, I’ll gradually integrate it into future versions.

Regards,

Ok! Thank you for the support!

Hello,

Yes, you can. However, at the moment, the module does not support directly changing the labels of the original menus.

To do this, you can follow these steps:

1. Duplicate the menu you want to adjust the text for, then disable the original menu item.
2. Edit the duplicated menu item.

P.S.: It may look a bit cluttered on the Admin side. However, you can create a hidden group and move all the unnecessary menus into it and then disable them.

Also, please note that currently custom menus do not support multi-language display. However, rest assured, this is a feature planned for future integration.

Regards,

Hi you,

I’ve also received similar feedback from other parties regarding the issue you mentioned. The feature will be integrated and updated for you and everyone else in the upcoming updates.

Regards,

Hi you, I acknowledge and apologize for this error. I will update you within 24 hours! Regards,

Thanks

Hi you,

We have adjusted and resolved your issue in version 2.2.1. Please update to the latest version and clear your browser cache if necessary (MacOS: Shift+Command+R, Windows: Shift+Ctrl+R). Then, kindly check again to see if the issue is resolved.

P.S.: If the issue still persists, feel free to email me at info@polyxgo.vn, and I will look into it and assist you further.

Regards,

Hi shiyanthan,

Currently, you can either install or manually update by overwriting the files! (Important note: the folder poly_utilities/uploads should not be deleted).

The PolyTourGuide module will be released after PolyWidgets. We are working on both simultaneously, so they might be released at the same time. They are expected to be launched in November.

Thank you for your interest!

Hi there,

Currently, the third-level menu is working in version 2.1.0. However, there is an issue where drag-and-drop functionality for the third-level menu gets confused between the custom menu and the default menu, making it impossible to drag and drop. Therefore, please use the edit feature and then select the parent menu at level 2 for the third-level menus.

Additionally, you can try resetting the sidebar menu and then try again. After updating the version, please clear your browser’s cache in case the old version is still cached. Clear the cache on the browser MacOS: Shift+Command+R and WinOS: Shift+Ctrl+R

I have addressed this issue and will notify you of the update in the next 1-2 days!

If you need direct support, feel free to email us at polyxgo@gmail.com with a description, video, or images. You can also provide us with your system account information for us to access and assist you.

Regards,

Could you please take some time to create new menu levels on our site mode at: https://perfexmodules.wikipoly.com/admin

If it still encounters issues or if you have any suggestions, kindly leave us some feedback. Thank you!

I resolved the problem.. I just need to “reset sidebar menu” on custom menu to fix it. Thanks

Hi,

Glad to hear it!

There is one point you need to note about the level 3 menu if you are using it: In the 2.1.0 update, there is an issue with dragging and dropping level 3 menus. Please use the edit feature to rearrange these menu items. Additionally, after editing, you will need to drag and drop to adjust their positions. These issues have been addressed and will be resolved in the upcoming 2.2.0 update in the next few days.

We apologize to everyone for this issue.

Regards,

Please note that CSS comments should be placed within “forward slash asterisk” comment “asterisk forward slash”. I noticed that some asterisks were missing in a few places. I have made the necessary adjustments and tested it; it works now.

Please use the following CSS. If you encounter any issues or need further assistance, feel free to email me at polyxgo@gmail.com!

To ensure the CSS works properly, please note the two options: ‘Do files operate within the system management section?’ and ‘Do files operate within the customer’s management section?’. Also, make sure it is placed in the Header.

P.S.: I also wanted to let you know that I am integrating the third-level menu according to your structure. In the upcoming version, you’ll be able to use it!

body { background-color: #f4f7f9; font-family: ‘Roboto’, sans-serif; color: #333; } .sidebar { background-color: #1a2b4c; color: #fff; } .sidebar .nav > li > a { color: #cfd8e3; padding: 12px 20px; border-bottom: 1px solid #2a3f54; font-weight: 500; transition: all 0.3s; } .sidebar .nav > li > a:hover { background-color: #314a6e; color: #ffffff; } .navbar { background-color: #2a3f54; border-bottom: 2px solid #1a2b4c; padding: 10px; } .navbar .navbar-brand { color: #ffffff; font-weight: bold; } .navbar .navbar-nav > li > a { color: #ffffff; font-weight: 500; } .navbar .navbar-nav > li > a:hover { color: #ff9800; } .btn-primary { background-color: #ff9800; border-color: #ff9800; color: #ffffff; transition: all 0.3s; } .btn-primary:hover { background-color: #e68a00; border-color: #e68a00; color: #ffffff; } .widget { background-color: #ffffff; border: 1px solid #e0e0e0; border-radius: 8px; padding: 20px; box-shadow: 0 2px 5px rgba(0, 0, 0, 0.1); transition: all 0.3s; } .widget:hover { box-shadow: 0 4px 10px rgba(0, 0, 0, 0.15); } .form-control { border-radius: 4px; border: 1px solid #cfd8e3; padding: 10px; transition: all 0.3s; } .form-control:focus { border-color: #1a2b4c; box-shadow: none; } h1, h2, h3, h4, h5, h6 { color: #2a3f54; font-weight: 600; } a { color: #ff9800; text-decoration: none; }

a:hover { color: #e68a00; text-decoration: underline; }

footer { background-color: #1a2b4c; color: #ffffff; padding: 15px; text-align: center; border-top: 2px solid #314a6e; }

Regards,

Hi, as I mentioned earlier, the module currently does not support multi-level menu structures. However, I have integrated a CSS customization option for menu items. You can access the demo site, then navigate to the custom menu labeled “Projects X” and try customizing the structure accordingly.

Please note that when creating a submenu, if the menu doesn’t have a link, it will not be displayed on the sidebar. Therefore, you need to provide a link for it (I confirm that I will adjust this issue so that the submenu doesn’t require a link. It will be fixed in an update within the next 1-2 days).

On the demo at https://perfexmodules.wikipoly.com/admin/poly_utilities/custom_menu I have simulated the menu structure you need as follows:

• Projects X (root)
  • Template (sub 1)
    • Create Template (item 1.1)
    • View Template (item 1.2)
  • Projects Kanban (sub 2)
    • Tasks (item 2.1)
    • Filters (item 2.2)
    • View Tasks (item 2.3)

P.S.: Since this is a menu within the admin area, where the number of functional menu items in each submenu is not too large, integrating a multi-level menu would not be an optimal design in terms of user interaction. Therefore, I suggest you handle the structure as shown above. However, I will consider integrating an option to toggle items under submenus in a future update.

If you need direct support, you can email me and let me know your working hours, and I will remotely assist you.

Regards,

Hi you,

I’d like to inform you that the feature for supporting 3-level menus based on your request has been completed and will be updated in the next 1-2 days. In the meantime, you can test it on the demo site! On the demo at https://perfexmodules.wikipoly.com/admin/poly_utilities/custom_menu (Check Projects X)

Regards,

Hi you,

Could you please provide some images showing the issue you’re encountering? I don’t fully understand the point you’re mentioning. Once I have that information, I will check and address it for you. Additionally, could you help by clearing your browser cache or checking the system login in an incognito window to see if the issue persists?

Best regards,

Hi you,

Currently, the module does not support this feature. In fact, I initially planned to integrate it, but due to the unnecessary complexity (since the Perfex CRM system by default does not support hooking into their data table processing) compared to the actual demand, I decided against it. If there is support from the Perfex core team in the future, I will consider integrating it!

Regards,

Hello Friend,

About the original menus: I first disabled all of the undesired, and only after that I started to create the custom menu items; as mentioned, after a bunch of items created, they all came enabled again, and just do not disable anymore (I cleared the cache, and also tested it in anonymous session).

Along with that problem, I created the menus in the order I want it to be (to avoid dragging and dropping the items and avoid errors), but still it occurs (original items show up again, and the order turn into chaos).

What else can I try?

I also did reset the side menu (and clear the cache) before this last trying to disable original items.

Hi you!

I have just released a new update. Please try updating and testing again to see if the issue is resolved, and let me know your feedback!

I have installed and set up completely new systems from PerfexCRM version 3.0.0+ and simulated the steps you mentioned, but everything seems to be working normally.

For better support, if possible, you could set up a demo site and simulate your entire system, including the Perfex CRM version, any third-party modules on the server, and then provide me with the account information so I can check. I have tested the module before publishing, but compatibility issues can sometimes occur, and it’s almost impossible to fully control them.

Regards,

Hi you, Currently, you can duplicate the module folder, then rename it and disable the original module’s menu.

However, I also realize that WhiteLabel functionality is necessary for some users, so I will include it in the upcoming version for you!

The 2.0.0 release will be published in about 2-3 days.

Regards,

Hi you,

I have just integrated your request in the PolyUtilities/Settings section under “Enable column display filter for data tables?”.

You can clear the cache and check it on the demo. If you need any adjustments or additions, feel free to provide feedback. If they are reasonable, the changes will be updated in version 2.0.0.

Regards,

Ok friend, thank you for the quick response. I will do the purchase asap. Regards!

Thank you so much. If you need any further assistance, feel free to reach out! Regards!

Hi you,

This feature is one of the support features of the PolyWidgets module. It is expected to be released around mid-September. The main feature of the module supports the management and distribution of widget formats: popups, notifications, forms, CTA buttons, banner ads, embeds, etc., on external websites/blogs.

If you are interested, you can follow us to receive updates when the module is complete. Currently, on the demo site, you can also explore some features in the Poly Widgets menu.

Regards,

Ah, I forgot. If you need to display this type of content without adding a module, you can use the PolyUtilities/JavaScript (JS) and Style (CSS) features to integrate any interactive features on the interface with JS and CSS. In this case, I can help you write this script if you need it! Please send me your request when you do.

Regards,

Hi,

Anyway you will release update on spetember its good.

Hello you,

Thank you for your interest.

The Poly Tour Guide module is scheduled to be released this September.

Regards,

Ok Thank you

Hi you,

To create submenus organized according to your needs, you can follow these steps:

1. Access: /admin/poly_utilities/custom_menu and select the tab of the menu you want to customize.

2. Create root menus (Parent menu item is Root), set Menu type to None, and label the menu group.

3. For menu items that are already in the list, you only need to drag and drop them into the menu groups you just created. You can hide any of the menu groups and menu items by disabling them. By combining these features, you can create the menu list you want according to your requirements.

Note: The two options, Display to specific roles and Display to specific users, can be combined if you want to create menu groups corresponding to specific roles and users. For example, if you are using multiple feature modules such as accounting, management, human resources, etc., this feature can help you rearrange groups and permissions for those menu items.

Important Note: The features in the module will not apply to the admin with the highest privileges when the Perfex CRM system is first created. Therefore, when testing, you will need to log in with other admin privileges.

Regards,

I need help organizing the menus in Perfex CRM. We already have the following elements in the system:

• Main Menu: “Projects”
• Submenu: “Templates”
  • Create Template
  • View Template
• Submenu: “Projects Kanban” (not created yet)
• Submenu: “Tasks”
  • Filters
  • View Tasks

Could you guide me on how to do this or configure it for us?

Thanks for your help.

Hi you,

Currently, the custom menu structure does not support multiple levels. With the structure that doesn’t have many submenus, you might consider temporarily using characters like—as follows to represent:

Projects
Template
—Create Template
—View Template
Projects Kanban
Tasks
—Filters
—View Tasks

I will add attributes for menu item alignment in the next update, which may support an overview of the menus according to your needs without having to divide them into many levels. P/s: For my multi-level menu structure, I have also received previous requests. Therefore, adjustments will be integrated in the future, after the Banner feature is completed.

Regards,