Bookmarks houses Links in one central location, which staff can quickly access links. All staff can add items to the Bookmarks page and organize content. you can add external links and all are categories in sections. • Option to create internally, and external links • Pull meta title and description, and ability to edit on the fly (must use https and not all sites are supported) • Save url, title, description, • Manage visibility Public and Private links (default tabs) • Create, Add, Edit, Delete links bookmarks • Create, Add, Edit, Delete locations • Create tabs and group links
The Bookmark Links Module is a lightweight and practical add-on for Perfex CRM that allows users to save and manage quick-access links to frequently used CRM pages, clients, tasks, invoices, or reports—all from a single, easy-to-navigate panel. This module is designed to improve user efficiency by minimizing repetitive navigation and enhancing productivity across sales, support, and admin teams.
Whether you're constantly referencing specific client profiles, switching between critical project views, or jumping back to key dashboard sections, the Bookmark Links module keeps your most-used pages just one click away.
Key Features
User-Friendly Bookmarking
Easily add bookmarks for any internal URL in Perfex CRM. Simply visit a page and click “Add to Bookmarks” for instant saving.
Personalized Bookmarks per User
Each user maintains their own set of bookmarks—ensuring that access is relevant and private to individual workflows.
Organizable with Tags or Categories
Optionally group bookmarks under tags (e.g., “Clients,” “Projects,” “Reports”) for faster identification and cleaner management.
Quick Access Panel in Sidebar or Dashboard
Dedicated UI panel to access all saved links without navigating away from the current screen.
Edit/Delete Bookmarks
Update link names, reorder items, or delete bookmarks with just a few clicks.
Smart Tooltip Support
Hover over bookmarks to view full URLs or descriptions—useful for distinguishing similar entries.
Multi-language Support
Compatible with the language settings used in your Perfex CRM installation.
Minimal Resource Usage
Lightweight design ensures no impact on CRM performance or speed.
03 May 2025, 03:13 PM
03 May 2025, 03:13 PM
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