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

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.

(All-in-one, easily customize your Perfex CRM)

✅ In case you need urgent support or troubleshooting due to module installation issues, please contact us directly at polyxgo@gmail.com. As soon as we receive your information, I am always ready to assist you!

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

Live Demo

Site: https://perfexmodules.wikipoly.com/admin
Note: poly utilities is a module for custom Perfex CRM. You can purchase Perfex CRM at: Perfex – Powerful Open Source CRM
Version 2.7.1 is out! (December 10, 2024). 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.

Custom menu – custom links 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)

Setup menu (Grouping, custom setup menu)

Clients/ users menu (Grouping, custom clients menu)

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.

Supported widget display areas

• 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://wikipoly.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.

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.

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.

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).

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.

Quickly create contract, proposal, and estimate information directly in the project details section. Customer, project, and other details are auto-filled.

Collapsed icon-only Menu

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

Search menu for Perfex CRM

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)

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.

Video demo

Add Custom JS, CSS Files

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.

Add, custom Javascript

Add, custom CSS

Quick Access Menu

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.

Other Utilities

• 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.

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.

-------- 2.8.0 (Testing and Updates Scheduled for December 15, 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.

FIXED
- Fixed permission issue when Settings > Users can access PolyUtilities is 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.

TASKS in PROGRESS
- Support for managing, categorizing, and creating a list of task templates for new project creation. Eliminates the need to create generic tasks for most projects, such as gathering client requirements, feature lists, design, feature integration, handover, etc.  
- Right-click menu with multi-level access to system components. Supports role-based permissions. Each staff account or role will see a menu tailored to the tools they use.

-------- 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.