Hi, I am very glad to hear this feedback from you! I hope the features in the module will be useful for your work.

Regarding the menu item translation issue, could you please send me the module route name where the issue occurs? I need to check further.

Currently, the module does not store translated text but stores language keys supported by each module to handle language switching. Therefore, this displayed text may be conflicting with another language key in the translation file.

Regards,

Hi, except for warehouse, your other needs can be handled by Perfex core combined with multi-companies and addresses in PolyUtilities, or you can also check two modules with similar features:

• Multiple Address Module for Perfex CRM https://codecanyon.net/item/multiple-address-module-for-perfex-crm/55374605
• Multiple Companies with the Same Primary Contact for Perfex CRM https://codecanyon.net/item/multiple-companies-with-the-same-primary-contact-for-perfex-crm/53233389

Inventory warehouse is quite complex to build correctly according to requirements, it needs much more detailed specifications (if workflow is specialized you should hire developer to integrate on demand).

However, you can refer to some green tech products already available here [Inventory Management module for Perfex CRM https://codecanyon.net/item/inventory-management-for-perfex-crm/27465701] and see whether their features meet your needs. I see they are already quite well standardized, but I am not sure if they support integration between 2 companies or how good that integration is.

Regards,

Hello,

Thank you for your inquiry about managing multi-branch companies with PollyUtilities. Yes, it is possible to manage multiple companies in different countries from the same PerfexCRM installation using PollyUtilities. However, to provide you with the most accurate solution, I’d like to clarify a few details about your specific use case.

Current Capabilities

PollyUtilities offers two main features that can help with your scenario:

Multiple Companies for Primary Contact

This feature allows a single contact (using the same email address) to manage multiple companies from one account. Here’s how it works:

Flow:

• Create Company A (e.g., in Country 1) in PerfexCRM
• Create Company B (e.g., in Country 2) in PerfexCRM
• Add the same contact email to both companies
• The contact can switch between companies using a dropdown in the client area
• All data (projects, invoices, proposals, contracts) is kept separate per company
• Each company maintains its own country, address, and profile information

Use Case: Ideal if you have one person/team managing both companies and want centralized access.

Multiple Addresses for Companies

This feature allows each company to have multiple branch addresses with detailed information:

Flow:

• Each company can have multiple addresses (headquarters, branches, warehouses, etc.)
• Each address includes: country, city, state, zip, contact person, phone, email, map links
• You can set default billing and shipping addresses
• When creating invoices/proposals, you can quickly select the correct address

Use Case: Perfect for companies with multiple locations/branches in different countries.

Questions to Clarify Your Needs

To recommend the best approach, please let me know:

Access Structure

• Do you need one person/team to manage both companies? (→ Use Multiple Companies feature)
• Or do you need separate logins/access for each company? (→ Create separate contacts)

Company Relationship

• Are these two independent companies?
• Or are they branches/subsidiaries of the same parent company?
• Do you need to see combined reports/dashboards for both companies?

Data Separation

• Do you need complete data isolation between the two companies?
• Or is it acceptable to have them in the same database with separate company profiles?

Country-Specific Requirements

• Do you need different currencies, tax rates, or compliance settings per country?
• Any specific reporting requirements per country?

Recommended Solutions Based on Common Scenarios

Scenario A: One Team Managing Both Companies

Solution: Use Multiple Companies feature

• Create 2 separate company records
• Add the same contact email to both
• Contact can switch between companies
• Each company has its own country and addresses

Scenario B: Separate Teams/Logins for Each Company

Solution: Standard PerfexCRM setup + Multiple Addresses

• Create 2 separate company records
• Create separate contacts for each company
• Use Multiple Addresses to add branch locations
• Each team accesses only their company

Scenario C: Parent Company with Branches

Solution: Current features + potential enhancement

• Use Multiple Addresses for branch locations
• Consider adding company grouping feature (future enhancement)

What We Can Confirm

✅ Yes, you can:

• Have 2 companies in different countries in the same installation
• Set different countries for each company
• Add multiple addresses per company
• Manage both from one account (if using Multiple Companies feature)
• Keep all data in one database

Next Steps

Once you clarify your access structure and company relationship, I can provide:

• Step-by-step setup instructions
• Configuration recommendations
• Any custom enhancements needed (if applicable)

Please let me know which scenario best matches your needs, or provide more details about your specific requirements.

Regards,

ADDENDUM: The module’s custom menu feature is not working either. It’s just giving a blank page.

ALSO: The Z Indexes of the modules’ help info boxes and popups are lower than those of other fields and sections in Perfex. As a result, they’re popping up hidden behind these.

Hello,

Thank you for your support and for your feedback on the module. I need to recheck the part that slows down the system, as there may still be an issue after restructuring the Custom Menu feature. Could you let me know which Perfex CRM core version you are using?

Regarding the Custom Menu not working and the blank page, could you please tell me what the menu type is?

Some notes as below:

• If the menu type is iframe and the target site does not allow iframe, the content will not display.
• If the type is a system link and the user does not have permission to access that link, using a custom menu to access it will be denied. Permission handling still follows the Perfex core.

P/s: if you need real-case support, you can provide a demo site and account of your system to the email polyxgo@gmail.com , I will log in and check it for you.

Regarding the popup order/z-index conflict, I will review it carefully and update it in the next release.

Regards,

Hi you,

Can you help me with the email polyxgo@gmail.com for a demo account to access your system? Or can you arrange time and support me remotely via Chrome Remote Desktop so I can check?

emailed you the information. From version 3.2.0, the performance is alright.

Thank you! I wish all module developers were as fast and responsive as you were to resolving issues. It looks like the new version is working. I will let you know if I have any questions. Have a nice day!

Thank you,

Hi,

I have updated the toggle options for custom menu, multiple addresses, and multiple companies in version 3.4.1. Please update and check on your side. You can access the Settings section and configure these features under their corresponding tabs.

Regards,

Hi you,

I’ve just updated and fixed the two issues you mentioned about project and redirect. Please update and check.

Regards,

Thank you! I wish all module developers were as fast and responsive as you were to resolving issues. It looks like the new version is working. I will let you know if I have any questions. Have a nice day!

Thank you!!

i get error when update database after install, No migration could be found with the version number: 300.

Hi you,

Migration issue may be caused by inconsistent previous module updates; specifically, you may have missed updating the module to version 3.0.0. Please email me at polyxgo@gmail.com and I will provide additional support.

Hi bro, I have replied to your email. Let me know once you have checked and can provide the info so I can assist you. Thanks!

Hi you,

From error message I will need to check relation with these components and get back to you later.

This is warning, so please check file: index.php (in root folder of application), find line ‘ENVIRONMENT’ and switch system to production mode, then warnings will not appear anymore!

define(‘ENVIRONMENT’, ‘production’);

If issue still exists, please reply to email polyxgo@gmail.com to provide more details for better support.

Regards,

Hi you,

I’ve checked and reviewed the bug you sent – it seems to be related to another module named contact_role. I currently don’t have this module, so if possible, please provide me with more information about it so I can test and identify the exact conflict.

Based on the error message, if this module is under your control, you can simply open the file modules/contact_role/contact_role.php, find line 58 where $roles is being handled, and update the code to ensure the ‘roles’ key always exists. Specifically, you can change it to:

$roles = isset($data['roles']) ? $data['roles'] : [];

Additionally, for any logic related to this variable, you should wrap it inside a condition like:

if (isset($data['roles'])) { ... }

to make sure it only runs when the 'roles' key actually exists.

P/s: I can also help fix it directly if you need — just send the module to polyxgo@gmail.com

Hello Angelo & Alina Ekomlab,

I have reviewed and responded to your email. Please check it, and then I’ll be able to continue supporting you further!

Regards,

Hello, You’re welcome!

Hi,

Regarding your question, I may need to review the current SaaS module from ulutfa in more detail and will get back to you with confirmation.

• For the storage of custom CSS and JS, the plugin currently saves only the file ID and file name into the options provided by Perfex core – and since SaaS modules like ulutfa already handle tenant separation (usually via table prefixes), this information is stored independently per tenant.
• In cases where the actual CSS/JS files are created, they are stored under the directory: /modules/poly_utilities/uploads. This is something I also need to review further, because if ulutfa handles all tenants under one shared source, then your concern about isolation is valid and adjustments may be required. Please note that these CSS/JS files are publicly accessible if someone has the file link. If you need stricter handling of this, kindly share your specific requirements so I can better understand your use case.
• As for your other question, the customizations of Tenant A should not affect Tenant B or Tenant C, since – as mentioned – the SaaS module ensures tenant-specific option storage to keep configurations separated.

P.S. I searched my inbox but could not find any email from you during July regarding this matter. Could you please share the email address you used? I will try to search again. Also, this will help us stay connected for future support if needed.

Regards,

Hi you,

Currently the PolyUtilities module does not need to be activated. You can install it on different domains. If you encounter any license issues, you need to contact PerfexCRM. For each Perfex instance installed on a new domain, you need to purchase an additional license. In case of changing the domain name, you need to contact them for support.

Regards,

Hi you, I will take a closer look at this part. If the feature requirement is appropriate, I will integrate it — otherwise, I won’t. Currently, I see that only the admin needs to query this menu, and its number is not too large compared to the main menus, so it’s not too much to sort. You should consider this.

we use SaaS so have multiple clients with multiple admins, we added a reorder function but need a better solution to hide per admin and better re-order

Hi you, currently I’m also working on re-integrating the Custom menu feature. I’ll review core Perfex and integrate this menu part into client side for you. It might become a tab or a separate configuration section.

I’ll update you later.

Regards,

Hello you,

I’m not fully clear about the feature you need. However, if you’re referring to adding custom fields to data tables, PerfexCRM already supports this by default.

You can go to Setup > Custom Fields, select the table, then configure the fields as needed.

So, if it’s just about Custom Fields, you don’t need this module.

Regards,

no, it is not about custom fields, is any default field, there is some fields that I can not select to show in the table

Hi Shiyanthan,

• Issue may be caused by folder permission error or conflict with other modules. You can try running chown on system’s module directory.
• For conflicts, try deactivating other modules one by one to see if module works.

If you need support, you can set up demo environment and send me access info, I’ll check for you. I can also remote via Chrome Remote or Zoom — let me know your available time slot.

Regards,

Hello you,

• Changing column order will apply globally across all accounts to ensure consistency. This helps staff communicate better with each other and with system. Therefore, it should be done only by system admin to avoid confusion in column arrangement.
• Displayed columns can be customized independently by each user. This allows individual roles to personalize which data columns they need to view.

  Note: these settings will be reset and need to be reconfigured by user if column order is rearranged by admin.

Regards,

Hello you,

Currently the module is compatible with most popular Perfex modules that I have tested and worked with clients.

For modules with similar features, such as the custom data table you are referring to, you just need to not use this feature on PolyUtilities. The only difference on PolyUtilities is that it supports drag-and-drop to rearrange the column display order compared to other modules, and it can be disabled in the settings.

Regards,

Thank you very much for your prompt reply.

Okay, I wait, all I need is to be able to disable pop-up modul windows and keep default Perfex messages, so to avoid any potentialy glitches, all I need is to menu working. and multiple additional settings, such as right-click menu, javascript pop-up confirmation windows, i don’t need them, please add option to disable them.

any updates?

are you going to provide any updates?

I have wrote several times here and via mail kindly response those asap please!

Hi you, I will check and get back to you later! Regards,

Hi you,

I watched the video, logged into your system, and confirmed a few points:

• Conflict issue with Whatsbot has been fixed. I’ve updated version 3.1.1 for you. This issue is also resolved in the upcoming official release via the module.
• Regarding the menu issue, I need more time to test. Currently, I don’t face this issue on my system. It may be a hidden logic error. However, this feature is also under improvement, and code has been significantly changed. I’ll check this issue on the new codebase and update it in future versions.

I’ll notify you when updates are available.

For now, if you face issues, please reset the corresponding menu under Custom Menu for me.

P/s: Kindly help me change all system account information you shared earlier.

Warm regards,