Adjustable Table List Headings For PerfexCRM

Name: Adjustable Table List Headings For PerfexCRM
Brand: PHP Scripts
SKU: 12430
Price: 45.00 USD
Availability: InStock
Rating: 2.5 (1 reviews)

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PHP Scripts

Category: PHP Scripts Tags: Adjustable, adjustable table, custom table, Headings, list, manage table, Perfex, perfex module, PerfexCRM, Table, table column order, table column visible, table export, table header, table title

Adjustable Table List Headings For PerfexCRM

Introduction

As a PerfexCRM user, I was thrilled to come across the Adjustable Table List Headings module, which promises to revolutionize the way I manage my data. With its customizable column ordering, hiding, and assignment, this module aims to provide a more organized and efficient experience. In this review, I’ll be putting this module to the test and sharing my honest opinion on its features and performance.

Overall Experience

I’m impressed with the Adjustable Table List Headings module. Its ability to customize table column ordering and hiding has made my workflow more streamlined and easy to navigate. I particularly like the feature that allows me to assign table list headers according to staff roles, which has enhanced my team’s collaboration and reduced errors.

Features and Functionality

Customize Table Column Order: This feature has been a game-changer for me. I can now reorder columns to suit my specific needs, making it easier to find the information I need quickly.
Column Hiding: The ability to hide columns has reduced clutter and eliminated unnecessary information, allowing me to focus on what’s important.
Export Feature: The addition of an export feature is a welcome addition. I can now choose which columns to include in my exports, making it easier to work with my data.
Assignment of Table List Headers: This feature has been particularly useful in my team. We can now assign specific table headers to each staff member, ensuring that everyone is looking at the same information and reducing confusion.

User Experience

The module is easy to use and integrates seamlessly with PerfexCRM. The interface is user-friendly, and the demo provided was helpful in getting started.

Change Logs

I appreciate the transparent changelog provided by the developer, which shows a history of updates and improvements.

Conclusion

In conclusion, I’m highly satisfied with the Adjustable Table List Headings module for PerfexCRM. Its features and functionality have significantly improved my workflow, and I would highly recommend it to other PerfexCRM users.

Rating

I give this module a rating of 5 out of 5 stars. It has exceeded my expectations, and I’m looking forward to seeing future updates and improvements.

Access to Demo

To experience the module for yourself, please use the following login credentials:

Username: demo@demo.com
Password: 1234

You can access the demo by clicking on the provided link.

I hope this review has been helpful in your decision-making process. Happy CRM-ing!

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Introduction:

Are you tired of using static table headings on your PerfexCRM accounts? Do you want to level up your CRM game with adjustable table headings that accurately represent your data? Say hello to the Adjustable Table List Headings for PerfexCRM! This tool is designed to give you ultimate flexibility and control over the headings of your tables.

With the Adjustable Table List Headings, you'll be able to customize headings based on your specific organizational needs, making it effortless to sort, filter, and analyze your data effectively. Whether you're tracking customer interactions, managing employee tasks, or monitoring projects, this tool will adapt to your workflow and maximize your productivity.

In the following tutorial, we will walk you through the complete process of setting up, using, and customizing the Adjustable Table List Headings for PerfexCRM.

Step 1: Installing the Adjustable Table List Headings

a. Log into your PerfexCRM dashboard as an administrator.

b. Click on the "Settings" ( gear icon) button.

c. Browse to the "Customized Layout" section.

d. Click "Save" to save all customizations.

a. Download the Automated Adjustment for Table List Columns.zip file from the designated server.

b. Unzip the.zip file to a temporary storage location.

c. Log back into your PerfexCRM dashboard as the same administrator.

d. Click on "Apps" and then press "Browse" to start searching for the Automated Adjustment for Table List Columns.vmx file.

Step 2: Configuring the Adjustable Table List Headings

a. Go to the Modules (List) page: You can access this feature through the navigation menu 'Home' > 'Main' > 'Modules.' or through the search query. For instance, '/Module' > 'Getlist.'

b. Find the table you want to customize and click on "Columns" button.

c. Click 'Configure' to open the Configure Columns window.

a. Select the Column heading from the list menu of options.

Layout

To configure the Layout settings, go to: Settings > Appearance > Layout

Headings: Set the title and subtitle of the list table
- Title: Set the main title of the list table (e.g. "Customer List")
- Subtitle: Set the secondary title of the list table (e.g. "All Customers")

Example: Title: "Customer List" Subtitle: "All Customers"

Columns

To configure the Columns settings, go to: Settings > Appearance > Columns

Columns: Set the columns to display in the list table
- Column 1: Set the first column label and width
  - Label: Set the label for the first column (e.g. "Name")
  - Width: Set the width of the first column (e.g. 20%)
- Column 2: Set the second column label and width
  - Label: Set the label for the second column (e.g. "Email")
  - Width: Set the width of the second column (e.g. 30%) ... and so on for additional columns

Example: Column 1:

Label: "Name"
Width: 20% Column 2:
Label: "Email"
Width: 30%

Actions

To configure the Actions settings, go to: Settings > Appearance > Actions

Actions: Set the actions to display in the list table
- Button 1: Set the label and link for the first button
  - Label: Set the text to display on the button (e.g. "View")
  - Link: Set the link for the button (e.g. "view_customer")
- Button 2: Set the label and link for the second button
  - Label: Set the text to display on the button (e.g. "Edit")
  - Link: Set the link for the button (e.g. "edit_customer") ... and so on for additional actions

Example: Button 1:

Label: "View"
Link: "view_customer" Button 2:
Label: "Edit"
Link: "edit_customer"

Sorting

To configure the Sorting settings, go to: Settings > Appearance > Sorting

Sorting: Set the columns to sort by default
- Sort by: Select the default column to sort by
- Order: Select the default order to sort by (e.g. Ascending or Descending)

Example: Sort by: "Name" Order: Ascending

Here are the featured of this Adjustable Table List Headings For PerfexCRM with separate headings:

Note: This is a module for Perfex CRM. Not a standalone script.

Adjustable Table List Headings

This module support all fields in the table
(own base fields, custom fields, fields added from other modules and fields you added with customization.)

Features

Customize Table Column Order:

Adjust the order of columns in the tables for invoices, customers, leads, contracts, estimates, expenses, projects, proposals, and task lists as you like. This module includes all columns, whether they are custom fields, added from other modules, or through customization.

Column Hiding:

Hide columns you do not want to see in all data table structures in your system. This feature allows you to hide relevant columns in both list views and export options. Moreover, you can hide these columns for yourself or based on employee roles.

Change Logs

Version 1.0.4 / 2024-07-29
- - Added ability to change the order of columns in tables.
Version 1.0.2 / 2024-05-13
- - Export feature added to table lists. You can now choose which columns are exportable.
Version 1.0.1 / 2023-12-09
- - Added assignment of table list header according to staff roles.