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Discussion on PolyUtilities for Perfex CRM: Quick Access Menu, Custom JS, CSS, and More

Discussion on PolyUtilities for Perfex CRM: Quick Access Menu, Custom JS, CSS, and More

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Hi Team,

The screen login effects should have an option to be disabled. Currently, if I apply effects like rain or snow and later want to remove them (set to no effect), it’s not possible. The applied effect persists throughout the user’s screen navigation, not just on the login page.

Could you please fix this issue and allow users to disable effects entirely?

Hi there,

You can now download the updated version that adjusts the features you mentioned!

One issue was resolved, but now there’s another problem.

When I enable the ‘Login Effect Page’ option, I can’t edit my classes. I have a module that contains my classes, and when I open the editor to modify the HTML content, it doesn’t work if the login page effects are enabled.

Could you please provide me with more information about the classes you mentioned? You can email me at polyxgo@gmail.com. In this case, I cannot make an accurate prediction without directly reviewing the components you referred to!

Hello friend,

When used with a SaaS solution for Perfex CRM, the tenant created copies some links in the side menu which are exclusive for the main admin (that was used as model to generate the tenant instance).

Do you know how can I prevent this from happen? Did you already faced some like this? Thank you.

Hi you,

I don’t fully understand the specific issue you’re referring to. Is it related to the features of polyutilities? If so, please provide more detailed information!
If it is related to SaaS, meaning that menus from other modules are experiencing a similar issue, you will need to contact the SaaS module developer for support.

Warm regards,

Hello, how can I make a menu link open in a new browser tab without closing the current window?

Hi bro,

To handle custom links so that clicking opens a new tab, adjust the following attributes:

  • Menu type: Set to Default (as link).
  • Target: Set to _blank.
  • Rel: Set to nofollow if the link redirects to an external website; otherwise, leave it as follow to optimize SEO.

Regards,

Please do you know how to fix this? I have already installed it 3 times and this error continues in any language (only english, is okay). Here, You can see:

Russian: https://prnt.sc/6Z9QzoZ4704v Portuguese_br: https://prnt.sc/w-_bx6g5CUfS

Please, can you send me an arquive to change or explain what I need to do to fix? Thank you

italoenio@gmail.com

Hi, please, can you send me the translation complete? Thank you

If possible.. here too: https://prnt.sc/iDcUVNf54bz_ (good, if you can provide the translate option)

Hi bro,

Your feedback and requests have been addressed, including the translation of the placeholder in the search menu bar. You will receive a notification about version 2.9.0 once it’s updated and approved by Envato!

Regards,

Hey i just bought the modul and i seee that when i want to use custom menu the menu is struggeling and not sorting like i want its not safing.

pls help me..

Hi you,

If the menu cannot be saved, please provide me with your information via email so I can remotely assist you. Alternatively, if the system is in a demo environment and login access is possible, kindly send the details to polyxgo@gmail.com, and I will check it for you!

Warm regards,

Hello, in which version is the problem fixed, that the custom menu dont safe ?

Hello kontakt035,

Could you provide me with more details about the issue you’re experiencing? I need additional information to assist you better!

If possible, please email images or videos (if available) to polyxgo@gmail.com. I will check and get back to you afterward!

Please note that if your admin account has an ID of 1 and is the initial admin of the system, it will have the highest default permissions and can access all menu components. If you are configuring menu item permissions based on roles or assigning them to specific users, these settings will not affect admin ID 1.

Warm regards,

it said you might need this: ec33234d-10e2-41e6-a79c-7068698afdab – 16 Jan 2025

thanks

Hi you,

I am responding to confirm that the issue will be resolved in the upcoming update. For now, you just need to switch the environment from development to production as mentioned in the previous response, and these PHP warnings will not be displayed.
Currently, your system is in development mode. If it is not a programming environment, you should go to the `index.php` file and change `define(‘ENVIRONMENT’, ‘development’);` to `define(‘ENVIRONMENT’, ‘production’);` to avoid such notifications.

Warm regards,

Hi there,

This issue has been resolved in the update. Please check and update accordingly!

Regards,

I bought and installed this and im getting this error at the top of the screen: A PHP Error was encountered Severity: Warning

Message: foreach() argument must be of type array|object, null given

Filename: helpers/poly_utilities_widget_helper.php

Line Number: 362

Backtrace:

File: /var/www/vhosts/myresolveit.com/PerfexCRM/modules/poly_utilities/helpers/poly_utilities_widget_helper.php Line: 362 Function: _error_handler

File: /var/www/vhosts/myresolveit.com/PerfexCRM/modules/poly_utilities/poly_utilities.php Line: 400 Function: widgets_generate_content

File: /var/www/vhosts/myresolveit.com/PerfexCRM/modules/poly_utilities/poly_utilities.php Line: 470 Function: poly_utilities_settings

File: /var/www/vhosts/myresolveit.com/PerfexCRM/application/vendor/bainternet/php-hooks/php-hooks.php Line: 362 Function: scripts_styles_admin_header

File: /var/www/vhosts/myresolveit.com/PerfexCRM/application/helpers/admin_helper.php Line: 10 Function: do_action

File: /var/www/vhosts/myresolveit.com/PerfexCRM/application/views/admin/includes/head.php Line: 33 Function: app_admin_head

File: /var/www/vhosts/myresolveit.com/PerfexCRM/application/core/App_Loader.php Line: 104 Function: include

File: /var/www/vhosts/myresolveit.com/PerfexCRM/application/third_party/MX/Loader.php Line: 330 Function: _ci_load

File: /var/www/vhosts/myresolveit.com/PerfexCRM/application/helpers/admin_helper.php Line: 37 Function: view

File: /var/www/vhosts/myresolveit.com/PerfexCRM/application/views/admin/modules/list.php Line: 2 Function: init_head

File: /var/www/vhosts/myresolveit.com/PerfexCRM/application/core/App_Loader.php Line: 104 Function: include

File: /var/www/vhosts/myresolveit.com/PerfexCRM/application/third_party/MX/Loader.php Line: 330 Function: _ci_load

File: /var/www/vhosts/myresolveit.com/PerfexCRM/application/controllers/admin/Mods.php Line: 23 Function: view

File: /var/www/vhosts/myresolveit.com/PerfexCRM/index.php Line: 319 Function: require_once

A PHP Error was encountered Severity: Warning

Message: foreach() argument must be of type array|object, null given

Filename: helpers/poly_utilities_widget_helper.php

Line Number: 368

Backtrace:

File: /var/www/vhosts/myresolveit.com/PerfexCRM/modules/poly_utilities/helpers/poly_utilities_widget_helper.php Line: 368 Function: _error_handler

File: /var/www/vhosts/myresolveit.com/PerfexCRM/modules/poly_utilities/poly_utilities.php Line: 401 Function: widgets_generate_content

File: /var/www/vhosts/myresolveit.com/PerfexCRM/modules/poly_utilities/poly_utilities.php Line: 470 Function: poly_utilities_settings

File: /var/www/vhosts/myresolveit.com/PerfexCRM/application/vendor/bainternet/php-hooks/php-hooks.php Line: 362 Function: scripts_styles_admin_header

File: /var/www/vhosts/myresolveit.com/PerfexCRM/application/helpers/admin_helper.php Line: 10 Function: do_action

File: /var/www/vhosts/myresolveit.com/PerfexCRM/application/views/admin/includes/head.php Line: 33 Function: app_admin_head

File: /var/www/vhosts/myresolveit.com/PerfexCRM/application/core/App_Loader.php Line: 104 Function: include

File: /var/www/vhosts/myresolveit.com/PerfexCRM/application/third_party/MX/Loader.php Line: 330 Function: _ci_load

File: /var/www/vhosts/myresolveit.com/PerfexCRM/application/helpers/admin_helper.php Line: 37 Function: view

File: /var/www/vhosts/myresolveit.com/PerfexCRM/application/views/admin/modules/list.php Line: 2 Function: init_head

File: /var/www/vhosts/myresolveit.com/PerfexCRM/application/core/App_Loader.php Line: 104 Function: include

File: /var/www/vhosts/myresolveit.com/PerfexCRM/application/third_party/MX/Loader.php Line: 330 Function: _ci_load

File: /var/www/vhosts/myresolveit.com/PerfexCRM/application/controllers/admin/Mods.php Line: 23 Function: view

File: /var/www/vhosts/myresolveit.com/PerfexCRM/index.php

Hello resolveitinc, Sorry for this issue!

Currently, your system is in development mode. If it is not a programming environment, you should go to the index.php file and change define(‘ENVIRONMENT’, ‘development’); to define(‘ENVIRONMENT’, ‘production’); to avoid some notifications like this.
I will check and adjust this warning in the update for you in the next few days!

In case you need assistance, please email me at polyxgo@gmail.com!

Warm regards,

I have a Saas 2 module, can I use your poly module for my other domains? I told about this: “Perfex CRM SaaS Module – Transform Your Perfex CRM into a Powerful Multi-Tenancy Solution” from ulutfa… because I want buy your tool

Hello italoenio,

I did not integrate license checks in this module, so you can use it for our customers!

Therefore, you only need to purchase it once and can use it on your own domains or your clients’ domains.

Purchasing and renewing the license will help you update to newer versions and receive support in accordance with Envato’s policies for authors.

Regards,

Hello, I have a problem. When I select Display to specific roles option for Main menu, it still continues to be seen in all staff accounts. I deactivated other modules to see if it conflicts with another module, but there was no change. Thank you for the help. Thank You,

Hello Tuzelberk,

Thank you for your support. I will check and get back to you within 24 hours. In the meantime, if you assign a role to the user, you can use it temporarily!

Warm regards,

Hi Tuzelberk,

I have updated the new version along with addressing potential issues in the custom menu permission settings. Please check and update as soon as version 2.8.2 is approved by Envato!

Thank you for your feedback on this issue!

Warm regards,

Hello! Thank you for your kind words; I’m glad you find the module useful. Regarding your suggestion, integrating an option to disable the “Quick Create” button (blue circular icon with the plus sign) is indeed a good idea. This could be especially useful for users who prefer a cleaner interface or don’t use the Quick Create feature frequently.

Dear eershadi,

I am deeply grateful for your support, and I’m truly delighted that it has brought valuable functionality to you!

To disable the Quick Access Menu feature, please follow these steps:

  1. Navigate to the Poly Utilities/Settings menu.
  2. Select the Quick Access tab.
  3. Uncheck Enable Quick Access Menu icons? and then refresh the page.

Once done, the icons for this feature will no longer appear.

Warm regards,

Cu Kim Ngoc

Thank you for your quick response. You misunderstood me. I didn’t mean the “Quick Access” but the “Quick Create” button (the blue circular icon with the plus sign). It would be great if there’s a way to make this blue button disappear.

Hi there, Sorry for the misunderstanding. I’ll integrate an option related to this in the next update!

Hi! Are you thinking about adding bulk selection options to invoices? Even a button to delete invoices directly in the table?

It will be deployed within 1-2 days. In fact, it has already been processed. However, I am integrating the pin project feature into the context menu for easier access.

I don’t know if it’s the core of your business, but one thing that Perfex really lacks is not being able to select the date range on the dashboard. This would be a game changer for many who need to quickly collect data, such as billing and receipts by period (future ideas)

Thank you for the suggestion. I will look further into this issue and integrate it if it can be handled directly. Otherwise, a new module that fits better might be needed!

Regards,

Hello! Good day, do you have in mind or do you have the option to select which custom fields should appear in the search results of the main Perfex box?

Would it be possible for Polyxgo to implement a functionality that allows selecting which custom fields can be searched from the main search box in Perfex CRM? For example, I have created a custom field called ’# of box’ and have a record with the value ‘358’. I need the main search box to display results related to that number when I type ‘358’.

Okie bro,

I might need to do some research before responding. If the related methods are supported by the core PerfexCRM, I will look into the integration. Otherwise, if it is not supported by the core, it could be more complicated to integrate, or it might be better to develop a new module to address this.

Regards,

Hi elduquecarlos,

Feature supporting custom field search for PerfexCRM is now integrated into main search bar.

You will receive update notification from Envato once review process completes.

If you need support or have feedback, feel free to leave a message.

Warm regards,

Amazing work on this module—great job!

I have a few questions:

Does this module allow me to customize the Perfex module specifically for my clients’ SaaS setups?

Can I configure different setups for each client, or do I need to install the module separately in each client’s tenant to achieve customization for each one?

I imagine I could install the module in each tenant, but I have a concern: how can I ensure that tenants don’t realize they have the ability to reactivate or modify the modules I’ve deactivated from their menu display? If they can access those settings, they might undo the customizations I’ve made for them.

Is there a way to lock or restrict access to prevent such changes? Alternatively, is it possible to manage and customize everything from my main Perfex app, setting up different menus or configurations for each SaaS client without needing separate installations for each tenant?

I don’t need these features immediately, so if they’re planned for the future, that’s fine—I’m just trying to understand how this module can help solve my “customization troubles” when offering services as SaaS.

Looking forward to your response. Thanks in advance! By the way, I’m currently using the Ulutfa SaaS module.

Best regards

Thank you for your thoughtful and detailed response, as well as for offering the option to test the full version in a demo environment—I truly appreciate it.

The transparency in your answer speaks volumes about your commitment to fairness and quality , especially in a space where many developers tend to provide limited information or redirect queries to support without addressing them directly.

It’s great to know that Poly Utilities has been successfully used by other customers for SaaS setups :grin:

I completely agree with everything you said, especially when you mentioned that “the cost and effort involved are significantly higher compared to focusing exclusively on the core Perfex CRM.” SaaS setups are inherently complex, with their constant evolution and multiple configurations. It’s almost impossible to keep up with all the updates and potential conflicts while maintaining focus on the core functionalities.

I fully understand the challenges involved, and it makes perfect sense to prioritize efforts where they deliver the most value. I’ll be purchasing the module soon, but for now, I need to finish setting up and configuring my SaaS environment as it’s not yet fully ready.

Wishing you all the best!! Sateramy

Ok, thank you. Feel free to email me first if you need to test it beforehand!

Regards,

Hi you,

I would like to confirm that the module has been updated to work seamlessly with the Perfex CRM SaaS Module by Ulutfa https://codecanyon.net/item/perfex-crm-saas-module-transform-your-perfex-crm-into-a-powerful-multitenancy-solution/46070331. To clarify, the issue originated from the logic within my module.

Previously, the module enforced route permissions that restricted admin accounts with admin ID != 1 on the Perfex CRM system. I have now addressed this by removing the restriction. If no specific admin list is defined, all admin accounts will now have access to the routes by default.

Regards,

Just reporting a bug, when you “Enable the use of custom JavaScript (JS)” from the settings then you won’t be able to save your “Contacts”, and several other features also doesn’t work while enabling. You can see the demo as well, try to create Customer > Create Contact > Save it. It will give you error first time, and if you go for “Edit” then it will take too much time to save it.

Thank you, I will check and address the issue and get back to you.

Regards,

Hi chetanya88,

I have checked and confirmed that the issue is caused by a conflict between the module and the core Perfex CRM form submission. This will be addressed in the upcoming update, and I will get back to you once it’s resolved!

Sorry for the inconvenience!

Regards,

Hi there,

I have addressed your issue in version 2.7.1 along with new features. You can download and update it now!

Regards,

Hello.

What is meant by this?:

“Support SaaS modules without the need to purchase additional licenses. You can install them for your customers. However, we only provide support to accounts that directly purchase the product. Currently, modules related to SaaS handling permissions are not supported. For example: Perfex CRM SaaS Module by ulutfa.”

Does it mean that your module does not work at all or that some settings do not work?

Hello XiaBen,

Currently, I haven’t been able to arrange the time to test the Perfex CRM SaaS Module by ulutfa.

In previous versions, my customers using this module reported that it worked fine. However, some later customers have reported permission-related errors. I tried to assist them, and the issue seems to occur between PolyUtilities and the SaaS module by ulutfa. However, ulutfa responded to my customers, stating that their module was working properly and that the issue was due to PolyUtilities. As a result, I refunded the affected customers and have temporarily noted that PolyUtilities will not work with the SaaS module, particularly from ulutfa.

Regards,

I can provide you with a trial version for installation. If it works with the SaaS module you’re using, you can place an order on Envato to receive future updates, and vice versa.

You can email me at: polyxgo@gmail.com.

Regards,

Hello,

I just purchased and installed Polyutilities. I have Perfex version 3.2.1. Every part of the Polyutilities settings I try to access, I get a message that says “Access Denied”. There are no options and it seems not to work with the latest version of Perfex.

Can you please issue or a refund or let me know if this can be resolved?

Thank you for your help with these matters.

Best regards, Todd

Hello, it’s currently very late. I will check back and assist you in about 12 hours. I hope you understand this matter!

Regards,

Hi Todd,

I am currently adjusting the UI and UX according to the new style of version 3.2.1 and will review the issue related to the denial. You might need to assist me via Zoom or Chrome Remote for further support; please let me know your available time via email at polyxgo@gmail.com. Alternatively, if you have a demo system, you can provide an account to the same email, and I will check and address the issue for you.

The update will be delivered today!

Just purchased. There is no documentation zip. And it does not work with Perfex 3.2.1. There are no options to setup after activating.

Hi Todd,

Regarding the documentation, you can download “All” and extract it to find the documentation folder included with the module.

Regards,

Hi, guys,

I don’t know where to start. I’m having a problem with my WhatsApp module that connects to the Evolution API (it’s an unofficial WhatsApp API).

I can’t tell what the PolyUtililities Module does to make my module not work, it sends messages via WhatsAPp Web simulating how it works within Perfex CRM.

When I activate the PolyUtilities module, it blocks my module. When I deactivate the module, it works again.

Hi you, Please send me the compressed version of the WhatsApp module you are using to the email polyxgo@gmail.com! Alternatively, you can provide me with an account on your system so that I can check it.

There might be a JavaScript conflict between the modules.

Regards,

Hi you,

I’ve just released version 2.4.1, which removes handling for AJAX events on the /chat route. Please try updating and check if this resolves the compatibility issue with your WhatsApp module!

Regards,

Hi,

When use this module Default Perfex CRM CSS styles are missing. please check that

Thank you

Hi you,
  1. I have noticed the hover issue with the Setup menu item and will make adjustments in the next update.
  2. Regarding the login page, could you please check if there is any module hooking into that location? I noticed the class “tw-pt-24”, which pushes the form down by 6rem (a considerable amount). Please check if removing this class would display the page normally!
Regards,

when i remove your module and checked. its working default way .. anyway i will check again

Hi you, the issue related to the Setup menu item style has been resolved in version 2.3.3. Please check and update. Thank you for your feedback!

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