In Monkey CRM, the default URL when accessing your installation is reserved for your customers, if an admin/staff member want to log in, you will need to append the /admin in the URL, for example, https://your-perfexcrm-installation.com/ad...

Creating new online payment gateway will require more advanced php knowledge and also knowledge of the payment gateway and the requirements. Because Monkey CRM uses Codeigniter framework to integrate the payment gateway you will need to cre...

Via CSS file Monkey CRM supports custom.css file that will be autol...

Monkey CRM support various action hooks all over the code to give the buyers the best experience. Create file with name my_func...

File Location This is a general example how to modify the invoice PDF file, ch...

If you want to change the client area look copy the existing main theme Monkey located in application/views/themes/ and rename to your theme name, eq. flat The next part is to copy the assets folde...

If you want to disable the customers area, you can achieve this but adding a simple hook which is available for the customers area. Method 1 (preferred) In application/helpers create file with name ...

From Version 1.2.7 the custom fields for company are moved in Setup->Custom Fields together with the all fields. Custom fields is feature in Perfex that allows you to add field based on your needs. With this ability Perfex can fit e...

If you are using total to words in your transactions you need to add the currency words manually into the translation. Perfex comes with 2 predefined currency names who are already added into the converter. If you added your own currency yo...

If you need to overwrite some translation text you can create your own custom language file. This is used if you want to change some text in the main translation files which comes with Monkey CRM installation and prevent your changes t...