Skip to main content

Custom Data Tables for Perfex CRM

Custom Data Tables revolutionizes data management in Perfex CRM by enabling users to customize table views, add or remove columns, and integrate custom fields โ€” putting you in full control of your CRM data presentation.

What Problems Does It Solve?โ€‹

The default table views in Perfex CRM display a fixed set of columns that may not match every team's workflow. Custom Data Tables addresses this by allowing you to:

  • Show only relevant data โ€” Remove unnecessary columns and keep your tables clean and focused
  • Add custom field columns โ€” Display your custom fields directly in table views without navigating into individual records
  • Reorder columns โ€” Arrange columns in the order that makes the most sense for your team
  • Improve productivity โ€” Reduce time spent searching for information by having the right data visible at a glance
tip

Custom Data Tables is especially useful for organizations that rely heavily on custom fields in Perfex CRM. Instead of opening each record to view custom field values, you can display them directly in the table view.

Requirementsโ€‹

Before installing Custom Data Tables, ensure your environment meets the following requirements:

  • Perfex CRM installed and running
  • Admin access to your Perfex CRM installation
  • A valid Custom Data Tables license key (purchase code)
  • PHP version as required by your Perfex CRM version

Installationโ€‹

Follow these steps to install Custom Data Tables on your Perfex CRM:

  1. Download the module files from your purchase's Downloads section.
  2. Extract the downloaded archive and locate the upload.zip file inside.
  3. Log in to your Perfex CRM as an administrator.
  4. Navigate to Setup โ†’ Modules in the admin sidebar.
  5. Click the Upload button and select the upload.zip file.
  6. Press Install to complete the module installation.
Important

Do not rename or extract the upload.zip file before uploading โ€” Perfex CRM expects the original zip archive for module installation.

After Installationโ€‹

Once installed, activate the module with your license key and proceed to configure your table views. See the Configuration page for detailed setup instructions on customizing columns, ordering, and integrating custom fields.

info

Changes made through Custom Data Tables affect how data is displayed in table views across Perfex CRM. The underlying data itself is not modified.

Supportโ€‹

If you encounter any issues during installation or have questions about Custom Data Tables, please visit the Themesic Support Portal to open a support ticket.