Media Library & File Manager for Perfex CRM

Media Library for Perfex CRM

Note: This is a module for Perfex CRM . This is Not a standalone script.The module adds a centralized file manager for images and common documents without modifying any Perfex core file. It integrates through hooks and JavaScript injection, which makes it production-safe and upgrade-friendly.

Demo

How It Works

The module creates a dedicated media workspace inside your Perfex CRM admin area where staff can upload, organize, preview, search, and reuse files from one place. Instead of replacing existing Perfex upload systems, it works alongside them.

• Upload files once and reuse them across forms
• Select media from a modal without changing existing core form layouts
• Use folder management to keep files organized
• Prevent duplicate uploads with checksum-based matching
• Generate thumbnails automatically for faster browsing
• Track media usage before allowing deletion
• Support temporary selections before final form submission
• Keep legacy uploads and existing Perfex behavior intact

Main Features

• Centralized media library for Perfex CRM
• Fully isolated standalone module
• Hook-based integration only
• Folder creation, rename, and delete support
• Grid view and list view
• Search and file type filters
• Image thumbnails and file previews
• Duplicate upload prevention using SHA1 checksum
• Usage count tracking
• Delete protection for in-use files
• Role and permission based access control
• Modal media selector for existing upload fields
• Drag and drop multiple upload
• Supports images, PDF, Word, Excel, CSV, and common document files
• Dark mode and light mode support
• Pagination for large media libraries
• Temporary selection cleanup via cron

Why This Module?

Perfex CRM normally stores uploads in different areas depending on the feature being used. This module helps teams manage files more efficiently by providing one reusable media hub while keeping all existing upload flows compatible.

• No core file replacement
• No risky upload logic override
• Safe for live production use
• Better file organization for large teams
• Cleaner workflow for repeated media usage

Permissions

The module includes permission-based access control, so administrators can decide who can view, upload, delete, or manage folders.

• View media library
• Upload new media
• Delete unused media only
• Manage folders
• View own uploads only or all uploads

Use Cases

• Reuse logos, banners, and product images across CRM forms
• Manage project, task, ticket, and general business files from one library
• Reduce duplicate uploads and storage waste
• Give staff a cleaner file selection workflow inside Perfex CRM

Technical Notes

• Built specifically for Perfex CRM
• Standalone module architecture
• Uses hooks, events, and JS injection only
• Leaves legacy uploads untouched
• Designed for production-safe extension