{"product_id":"optimize-perfex-crm-with-ai-custom-fields-skill","title":"Optimize Perfex CRM with AI: Custom Fields Skill","description":"\u003ch3\u003eOptimize Perfex CRM with AI: Custom Fields Skill\u003c\/h3\u003e\n\n\u003cp\u003eThis AI agent skill assists developers in managing and optimizing custom fields within Perfex CRM. It integrates seamlessly with tools like Claude Code, Cursor, and Codex, providing a specialized focus on handling the complexities associated with Perfex CRM custom fields.\u003c\/p\u003e\n\n\u003ch3\u003eWhat this skill does\u003c\/h3\u003e\n\n\u003cul\u003e\n  \u003cli\u003eReads Perfex CRM custom field definitions from \u003ccode\u003etblcustomfields\u003c\/code\u003e and values from \u003ccode\u003etblcustomfieldsvalues\u003c\/code\u003e.\u003c\/li\u003e\n  \u003cli\u003eSupports common field types, including \u003ccode\u003einput\u003c\/code\u003e, \u003ccode\u003etextarea\u003c\/code\u003e, \u003ccode\u003enumber\u003c\/code\u003e, \u003ccode\u003eselect\u003c\/code\u003e, \u003ccode\u003emultiselect\u003c\/code\u003e, \u003ccode\u003echeckbox\u003c\/code\u003e, \u003ccode\u003edate_picker\u003c\/code\u003e, \u003ccode\u003edate_picker_time\u003c\/code\u003e, \u003ccode\u003elink\u003c\/code\u003e, and \u003ccode\u003ecolorpicker\u003c\/code\u003e.\u003c\/li\u003e\n  \u003cli\u003eHandles specific field attributes such as \u003ccode\u003eonly_admin\u003c\/code\u003e visibility and the \u003ccode\u003edisalow_client_to_edit\u003c\/code\u003e flag.\u003c\/li\u003e\n  \u003cli\u003eProvides tools to ensure custom fields display correctly across contacts, customers, leads, invoices, estimates, contracts, tasks, and tickets.\u003c\/li\u003e\n  \u003cli\u003eIncludes mechanisms to troubleshoot common issues like custom field invisibility or value-saving problems.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eWho it is for\u003c\/h3\u003e\n\n\u003cp\u003eThis skill is designed for developers and technical teams who use AI coding agents such as Claude Code, Cursor, and Codex, and need to efficiently handle custom field integrations within Perfex CRM.\u003c\/p\u003e\n\n\u003ch3\u003eUse cases\u003c\/h3\u003e\n\n\u003cul\u003e\n  \u003cli\u003eFacilitate the setup of custom fields for new CRM modules without manual coding overhead.\u003c\/li\u003e\n  \u003cli\u003eAutomate the verification of field setup processes, ensuring seamless updates and maintenance.\u003c\/li\u003e\n  \u003cli\u003eResolve issues related to custom field visibility and data saving efficiently, reducing downtime.\u003c\/li\u003e\n  \u003cli\u003eAssist in extending Perfex CRM capabilities to meet specific business requirements without error-prone manual configuration.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eTechnical details\u003c\/h3\u003e\n\n\u003cul\u003e\n  \u003cli\u003eIntegrates with AI tools including Claude Code, Cursor, and Codex for enhanced automation capabilities.\u003c\/li\u003e\n  \u003cli\u003eOperates within the Perfex CRM environment, focusing on tables and fields specific to custom field operations.\u003c\/li\u003e\n  \u003cli\u003eHandles the unique quirks of Perfex CRM, such as the misspelled \u003ccode\u003edisalow_client_to_edit\u003c\/code\u003e column, ensuring reliable performance.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c!-- mcpcart:static-blocks:start --\u003e\n\u003chr\u003e\n\u003ch3\u003eSource \u0026amp; Licence\u003c\/h3\u003e\n\u003cp\u003eThis package is built on open-source work published by \u003cstrong\u003eyasserstudio\u003c\/strong\u003e (\u003ca href=\"https:\/\/github.com\/yasserstudio\/perfex-crm-skills\" rel=\"nofollow noopener\" target=\"_blank\"\u003eyasserstudio\/perfex-crm-skills\u003c\/a\u003e) and distributed under \u003cstrong\u003eMIT\u003c\/strong\u003e. The original licence text and copyright notice are included in your download.\u003c\/p\u003e\n\u003cp\u003ePersonal and commercial use, modification and redistribution are permitted, provided the original copyright and licence notice are retained.\u003c\/p\u003e\n\u003cp\u003eYour purchase covers curation, licence verification, packaging, documentation and instant delivery. It does not grant exclusive rights to the underlying open-source code, which remains available under its original licence.\u003c\/p\u003e\n\u003ch3\u003eDelivery \u0026amp; Support\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eDelivery:\u003c\/strong\u003e instant — a secure download link is emailed to you as soon as payment is confirmed.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFormat:\u003c\/strong\u003e ZIP archive containing the skill files, documentation and the original licence.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eSupport:\u003c\/strong\u003e \u003ca href=\"mailto:support@mcpcart.com\"\u003esupport@mcpcart.com\u003c\/a\u003e — we aim to reply within 2 business days.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eUpdates:\u003c\/strong\u003e updates are included only where stated on this page.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eRefunds\u003c\/h3\u003e\n\u003cp\u003eThis is a digital product delivered immediately after purchase. By completing your order you request immediate delivery and acknowledge that, once the download has been accessed, the statutory right to cancel no longer applies to the extent permitted by law. Refund requests are handled in accordance with our published Refund Policy.\u003c\/p\u003e\n\u003cp style=\"font-size:0.85em;color:#666;\"\u003eClaude, Codex, Gemini and Cursor are trademarks of their respective owners. MCP Cart is an independent marketplace and is not affiliated with, endorsed by, or sponsored by any of them. Compatibility references describe interoperability only.\u003c\/p\u003e\n\u003c!-- mcpcart:static-blocks:end --\u003e","brand":"MCP Cart","offers":[{"title":"Default Title","offer_id":52989655679287,"sku":"MCP-YASSERSTUDIO-PERFEX-CRM-SKILLS-PERFEX-CUSTOMFIELDS","price":58.99,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0981\/3950\/4951\/files\/QSWQxo3EfzvJEoHlPElig_f86b941850784515945b02116a075fff.jpg?v=1789473994","url":"https:\/\/mcpcart.com\/products\/optimize-perfex-crm-with-ai-custom-fields-skill","provider":"SPF PRO","version":"1.0","type":"link"}