Custom Data Tables for Perfex CRM

About Custom Data Tables for Perfex CRM

Build the exact data views your team needs

Perfex CRM ships with fixed table layouts, but the data you care about rarely fits a one-size-fits-all view. Custom Data Tables for Perfex CRM gives you full control over the columns in your CRM list views, so every section shows the fields that actually drive your decisions and hides the ones that just add noise. It is built to give you unparalleled flexibility over your CRM data, whether you run a small team or a full enterprise rollout.

There is no code to write. Add, remove and rearrange columns through a drag-and-drop interface that any admin can use, even without advanced technical skills, and surface information that already lives in your CRM but normally stays buried behind extra screens.

Key features

• Dynamic column management - effortlessly add, remove and rearrange columns in your table views so the layout matches how your team actually works. No more rigid, fixed data displays.
• Put unused data to work - unlock the hidden potential of your CRM by surfacing existing data that normally goes unused, so you can access and display the records that matter most to your organisation.
• Custom field integration - bring your custom fields straight into the table views instead of sifting through multiple screens, keeping vital information right where you need it.
• Drag-and-drop interface - an intuitive, user-friendly setup means customisation is a breeze, with no advanced technical skills required.
• Hide columns - hide the columns you do not want on screen using a simple CSS-based control, keeping each view focused.
• Custom table aesthetics - change the appearance of your table views with your own custom CSS to match your needs and branding.

The payoff is enhanced productivity: tailored data views mean faster lookups, less clicking and quicker, data-driven decisions across the whole CRM.

Built for every role

Custom Data Tables is for the admin staff members who run the CRM day to day, and because each staff member can keep their own independent column configuration, the same module serves very different jobs at once:

• Sales teams focus the CRM on key sales metrics and customer data.
• Customer support streamline operations by displaying the relevant customer information up front.
• Project managers arrange project data for efficient tracking.
• Marketers display critical marketing analytics and campaign data.
• Administrators tailor views to monitor system performance and user activity.
• And more - whatever the industry or role, custom data views reshape the CRM experience around it.

Stop wrestling with one-size-fits-all data views and start making your CRM work for you. The result is a tool that puts you in control, improves decision-making and lifts productivity across the team.

Supported areas and data

The module works across the core Perfex CRM controllers, exposing a deep set of fields for each one so you can build precisely the columns you need.

• Leads - Company, Email, Phone, Value, Tags, Assigned, Source, Last Contact, Position, Description, Country, City, State, Address, Lead Status Change, Website, Public
• Customers - Primary Email, Phone, Groups, Date Created, VAT, Country, City, State, Address, Website, plus full Billing and Shipping address fields (street, city, state, country, zip)
• Proposals - Total, Date, Open Till, Tags, Date Created, Project, Subtotal, Total Tax, Adjustment, Discount Percent, Discount Total, Discount Type, Country, Zip, State, City, Address, Email, Phone, and Acceptance Firstname, Lastname, Email and Date
• Estimates - Amount, Total Tax, Tags, Date, Expiry Date, Reference #, Status, Date Send, Date Created, Subtotal, Adjustment, Client Note, Admin Note, Discount Percent, Discount Total, Discount Type, Invoiced Date, Terms, full Billing and Shipping address fields, and Acceptance Firstname, Lastname, Email and Date
• Invoices - Amount, Total Tax, Date, Tags, Due Date, Status, Date Send, Date Created, Subtotal, Adjustment, Client Note, Admin Note, Last Overdue Reminder, Last Due Reminder, Discount Percent, Discount Total, Discount Type, Recurring Type, Last Recurring Date, Total Cycles, Terms, and full Billing and Shipping address fields
• Expenses - Date, Project, Customer, Invoice, Reference #, Payment Mode, Tax, Note, Billable, Recurring Type, Last Recurring Date, Date Added, Total Cycles
• Projects - Tags, Start Date, Deadline, Members, Status, Description, Project Created, Date Finished, Project Cost, Estimated Hours, Rate Per Hour
• Tasks - Start Date, Assigned to, Tags, Description, Date Finished, Recurring Type, Rel Type, Hourly Rate, Last Recurring Date
• Contracts - Contract Type, Contract Value, Start Date, End Date, Signature, Content, Description, Date Added, Acceptance Firstname, Lastname, Email and Date, Last Sent At, Last Sign Reminder At
• Custom Fields across the supported modules

Quick to install

It takes only a couple of minutes to install and activate the module, and complete documentation covering the installation and configuration process is included with your download.