9 Agent Skills that stop AI coding tools from shipping silently-broken Perfex CRM module code — Claude Code, Cursor, Codex. 24 gotchas from 3 years of production.
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Updated
May 16, 2026 - Shell
9 Agent Skills that stop AI coding tools from shipping silently-broken Perfex CRM module code — Claude Code, Cursor, Codex. 24 gotchas from 3 years of production.
The Quick Customer module Adds a "Quick Add Customer" button on invoice, estimate, and proposal creation/edit pages. Opens a modal form to create new customers. Automatically selects the new customer in the document. Auto-fills billing and shipping information.
Perfex CRM Property Module – CRUD Example | A sample module for Perfex CRM that demonstrates how to create, read, update, and delete (CRUD) operations for a custom entity (Property). Perfect for developers exploring Perfex customization.
This document compiles all available Hooks (Actions & Filters) within the Perfex CRM core across different versions. It serves as an essential resource for developers to master the system, customizing layouts and features while maintaining core integrity.
9 Hidden Perfex CRM Module Breaking Rules 2026 – Best Developer Safety Checklist
A powerful, secure, and fully compliant electronic invoicing module for Perfex CRM, designed to meet the mandatory requirements of the General Tax Administration (AGT - Administração Geral Tributária) of Angola.
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