Perfex CRM Custom Links

Perfex CRM Custom Links Manage Your CRM Menus with Ease. Add Custom Internal & External Links Across Perfex CRM.

Version 1.0.0

Why Use Perfex CRM Custom Links?

The Perfex CRM Custom Links module lets you manage all CRM navigation in one place. You can create menu items for the admin sidebar, setup, or client portal. In addition, you can add internal or external URLs and control visibility using roles or users.

🧩 Key Features

📁 Custom Menu Links

Main menu, setup menu, and client menu support
Parent-child (nested) menu structure
Easy placement using drag-and-drop

🔐 Perfex CRM Custom Links Advanced Permissions

Role-based access (admins, staff, clients)
Specific user targeting
Login-only access options
Client area visibility rules

🎨 Perfex CRM Custom Links Styling & Customization

Choose icons from supported libraries
Add badges (e.g., “New”, “Beta”, “VIP”)
Customize colors and positioning
Full theme-friendly styling

🔗 Link Type Support

Internal CRM pages
External URLs (e.g., Google Docs, tools)
Anchor/hash links
iFrame integrations (dashboards, portals)

💡 Display Options

Open in the same window or a new tab
Embed content using responsive iframe modals
Clean, responsive design for desktop and mobile

⚙️ Professional Link Management

Drag-and-drop ordering
Quick inline editing
Bulk actions (delete, reorder, duplicate)
Developer-backed professional support

Perfex CRM Custom Links Requirements

Perfex CRM version 2.3.0 or higher
PHP 7.4 or later
MySQL 5.7+
Admin privileges for installation

Installation Steps

Download: Get the ZIP file from Systematica
Upload: Extract and upload /custom_links to /modules
Activate: In Perfex, go to Setup → Modules and click Activate
Verify: Menu option should appear under Setup

Configuration & Usage

Once installed, go to Setup → Custom Links and click “New Link” to begin:

Choose Menu Type: Main, Setup, or Client
Set URL: Add internal or external link
Assign Roles: Restrict by staff role or individual user
Icons & Badges: Customize visual appearance
Display Mode: Choose iFrame, new tab, or same window

Frequently Asked Questions

Can I add links to the client portal?
Yes, the module supports client menu placement with visibility rules.
Does it support external dashboards in iframe?
Yes, if the external site supports iframe embedding.
Can I use emojis or icons for custom links?
Absolutely. FontAwesome icons and even emoji text are supported.
Will this work with custom Perfex themes?
Yes, the module uses theme-friendly CSS and integrates cleanly.
Can I restrict links for specific users only?
Yes, assign links by user ID or user group.

Need Help?

Enjoy free updates and premium support from Tech9Pros. Contact us via:

Email: support@tech9pros.com
Live Chat: tech9pros.com
Documentation: Step-by-step PDF inside the module files

Need extended customization? Let’s build it for you.