Dynamic CRUD & Form Builder for Perfex CRM

Note: This is a add-on module for Perfex CRM. It is not a standalone script and requires Perfex CRM to function.

Overview

The Dynamic CRUD & Form Builder for Perfex CRM introduces a flexible, no-code solution for creating fully custom data collection systems inside your CRM.
Powered by a drag-and-drop form builder, this module allows administrators to build dynamic forms, define table fields, manage submissions, and handle file uploads — all without writing a single line of code.

Ideal for teams that frequently need custom forms or workflows, the CRUD Builder supports public forms, customer portal forms, and staff-only forms with granular edit/delete permissions.
Whether you’re collecting applications, registrations, requests, surveys, documents, or internal data, the module offers a streamlined and scalable approach.

Designed to be fully compatible with Perfex CRM (v3.1.0 and above), the module integrates seamlessly with the existing interface and requires no core file modifications, ensuring update-safe installation.
Each CRUD operates independently, and all submissions — including file uploads — are managed neatly within the system’s native structure.

Demo

Admin Login: https://perfex.codeonstring.com/admin
Email: [email protected]
Password: 123456789

Staff Login: https://perfex.codeonstring.com/admin
Email: [email protected]
Password: 123456789

Customer Login: https://perfex.codeonstring.com/login
Email: [email protected]
Password: 123456789

How to Use

• Go to the CRUD Builder section from the admin sidebar.
• Create a new CRUD and build your form using the drag-and-drop form builder.
• Select which fields should appear in the table view and configure access settings (Public, Customer, Staff).
• Save the CRUD to generate the form and begin collecting submissions.
• Users (based on permissions) can access the form, submit data, upload files, and manage their entries.
• Admins and authorized staff can view, edit, and delete submissions directly from the CRUD list.

How to Use (Customer Portal)

• Log in to the Customer Portal.
• Open the More menu in the navigation bar.
• Select any available CRUD form that has been enabled for customers.
• Fill out the form and upload files if required, then submit.
• View your previous submissions, and edit or delete them if permissions allow.

How to Use (Public Form)

• Open the shared public form link provided by the administrator.
• Fill in the required fields and upload documents if needed.
• If reCAPTCHA is enabled, complete the verification to prevent spam.
• Submit the form — no login or account is required.
• A confirmation message will appear once the submission is successful.

Note: CRUD permissions take precedence over role permissions. Ensure the staff role includes access for proper functionality.

Note: reCAPTCHA will appear on public forms only when valid Google reCAPTCHA credentials are configured in the Perfex CRM settings and the option is enabled for that specific CRUD in the CRUD Builder settings.

Features

• Seamless integration with Perfex CRM (v3.1.0 and above)
• Clean, Perfex-native UI with no core file modifications
• Powerful drag-and-drop form builder for creating custom forms
• Create and manage unlimited CRUD forms
• Define which fields appear in table/list view
• Supports text, number, checkbox, radio, select, file uploads, and more
• Full file upload handling (single & multiple files)
• Public Form support with optional Google reCAPTCHA
• Customer Portal Form support — clients can submit and manage their own entries
• Staff Form support with granular permission control
• Per-CRUD permissions: manage, create, edit, delete
• Master switches for enabling/disabling edit and delete actions
• Automatic folder creation and secure storage for uploaded files
• Submission management: view, edit, delete (based on permissions)
• Copy-to-link feature for sharing public forms instantly
• Update-safe, modular design with zero core file changes
• Fast installation and ready-to-use workflow

What’s Included

• CRUD Builder Module
• Documentation
• Free lifetime updates and 6 months support

Requirements

• Perfex CRM version 3.1.0 or higher

Documentation

For detailed instructions on installation and configuration, please refer to the online documentation at:
https://perfex.codeonstring.com/crud-builder-documentation

Support

Comprehensive documentation is included. For further assistance, feel free to reach out to us at [email protected]

Change Log

Version 1.0.0
    - Initial Release