CRUD Builder Module for Perfex CRM Documentation ☰

Introduction

This documentation provides complete guidance on the installation, configuration, and usage of the CRUD Builder Module for Perfex CRM. This module allows administrators to create fully dynamic data collection systems without writing any code — using an intuitive drag-and-drop form builder.


With this add-on, you can design custom forms, store submissions, manage uploaded files, and display collected data in a structured table format. Forms can be made available publicly, to customers on the client portal, or to staff on the admin side — making the module suitable for a wide range of use cases.


Designed as a plug-and-play extension, the CRUD Builder Module enhances workflow automation by eliminating the need to create database tables manually. Everything — including form structure, input fields, and file uploads — is managed using a single visual builder interface.

System Requirements

  • Perfex CRM v3.1.0 or higher

Installation

Installing the module is quick and simple, It takes just a few minutes :

  • Extract the main .zip file and locate the crud_builder.zip file.
  • Log in to the Perfex CRM admin panel as an administrator and go to Setup → Modules.
  • Click Choose File and select the crud_builder.zip
  • Click Install to complete the process.
Module Installation

Once the module is installed, it will appear in the list of available modules below. Simply click the Activate button to enable it.

Module Activation

Usage

Once the CRUD Builder Module is installed and activated, follow these steps to use it effectively:

  • Accessing the CRUD Builder Panel
    • After logging in as an admin or staff user (with appropriate permissions), navigate to the CRUD Builder section from the left sidebar.
    • CRUD Builder Module
  • Managing CRUD Builder
    • Enter a CRUD Name – This is the internal and display name of your CRUD.
    • Drag & Drop Fields – Use the form builder to add and arrange fields as per your requirements.
    • Display Fields on Table – Select which fields should be visible in the table/listing view. (Note: Created At and Updated At are always available by default.)
    • Is Public Form – Enable this if you want the form to be accessible publicly (without login).
    • Enable reCAPTCHA – When the form is public, you can enable reCAPTCHA to protect against spam submissions.
    • Enable for Customer – Allow customers (client portal users) to access this CRUD.
    • Enable for Staff – Allow staff members (admin area users) to access this CRUD.
    • Allow Edit – Master setting that controls whether submissions can be edited. This affects both staff and customers according to their access.
    • Allow Delete – Master setting that controls whether submissions can be deleted. This affects both staff and customers according to their access.
    • CRUD Builder Module

Notes

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

Support

For support, please reach out to us at codeonstring@gmail.com. We will respond as soon as possible, typically within one working day.

Changelog

VERSION 1.0.0 – Initial Release