Description
FlexiNote for Perfex CRM
FlexiNote for Perfex CRM capability inside Perfex CRM. Supports staff in creating and managing personal notes instantly from any admin page. Notes can be attached to independent pages such as Projects, Orders, Tasks, Tickets, Invoices, Payments, Modules, or Settings, giving users an overview each time they start a new session. Workflow becomes faster, more consistent, and more efficient.
Core Features
Floating & Draggable UI: Notes float over the interface; add, edit, drag, resize, hide or show independently per page; move freely across Perfex layout.
Mindmap Sub Notes: Build unlimited hierarchical sub notes up to 8 depth levels, with visual connecting lines showing relation to parent notes.
Panel Notes: Display and search notes through three tabs — Current Page Notes, All Notes, and Admin Notes. Each note includes quick link redirecting to its attached page.
Expand/Minimize & Pin to Top: Collapse, expand, or pin important notes on top of list.
Color & Layout Customization: Assign colors, freely adjust size and position.
Context Menu: Right-click menu adds new note or sub note anywhere on page, toggle all notes on/off, or switch to focus view mode.
