FlexiNote for Perfex CRM

Note: This Add-on functions as a module for Perfex CRM

FlexiNote extends note-taking capability inside Perfex CRM. Supports staff creating and managing personal notes instantly from any admin page. Notes can attach 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

Add Note: Create or edit notes quickly on any CRM page without limit.

Floating & Draggable UI: Notes float over 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.

Language: Supports all languages integrated in Perfex CRM core: English, Bulgarian, French, German, Greek, Portuguese, Portuguese (Brazil), Russian, Spanish, Turkish, Vietnamese, Japanese, Chinese, French (Canada), Indonesian, Dutch.

Collaboration & Control

• Admin Dashboard: View, filter, and search staff note activities across CRM system.
• Permission Control: Define access for view, create, edit, delete, and manage.
• Admin Notes: Managers can create shared or task-specific notes for staff. When staff log in, admin notes appear directly on dashboard.

Documentation & Support

Installation guide and feature documentation included in attached .zip package.
For support, submit a ticket in Codecanyon comment section – team will respond as soon as possible.

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 [email protected]. I will support you right away! Thanks.

-------- Version 1.0.0 (November 2, 2025) --------
- Initial release

TASKS IN PROGRESS
- Integrate converting notes to tasks.
- Integrate text formatting, insert images and links, and embed video links in notes.
- Integrate encrypted password and account sharing in notes between staff.
- Integrate forwarding notes to other staff with confirmation, used to send password info, files, images.
- Integrate labels to set status and importance for each note for work review.
- Integrate Pomodoro timer for notes to support focus.

P/S: These features will be integrated to meet the needs of customers using the module and requiring integration within the system.