Perfex CRM - Powerful Open Source CRM

Perfex CRM - Powerful Open Source CRM 3.1.6

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Perfex - Powerful Open Source CRM - Perfex CRM is complete Customer Relationship Management software

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Perfex CRM is complete Customer Relationship Management software that is a great fit for almost any company, freelancer or many other uses. With its clean and modern design, Perfex CRM can help you look more professional to your customers and help improve business performance at the same time.
Managing customers is important and Perfex CRM helps in several ways:

  • Manage and...

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anne updated Perfex - Powerful Open Source CRM with a new update entry:

V2.9.2

  • Add indicator if someone is already replying to a ticket (admin area).
  • Added ability to configure reminders to be sent for completed but non-billed tasks.
  • Added ability to merge multiple tickets into one.
  • Added ability to add batch invoice payments.
  • Added proposal and contract date created merge fields.
  • Added ability to specifiy deal name prefix when importing deals via web to lead forms.
  • Add Twilio Alphanumeric Sender ID option.
  • Add totals number of records on...

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thanks to dear member @hellobut updated Perfex - Powerful Open Source CRM with a new update entry:

V3.0.0

  • New UI for admin area, customers area, and external forms
  • Improved custom fields of type date and number sort when displayed on a table
  • Improved: Make milestone modal static to prevent losing changes
  • Improved: Number to word feature for Indian numbers
  • Added additional contracts filters
  • Add client website merge field
  • Add project proposals to project settings features
  • Add tickets widgets average reply column
  • Ensure payment notification redirects to...

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thanks to dear member @pansy updated Perfex - Powerful Open Source CRM with a new update entry:

6 November 2022

v3.0.3
  • Fixed an issue where some deprecated hooks are triggering errors
v3.0.2
  • Fixed an error with the invoice number exist
  • Fixed invoices report not displayed in sales report
  • Fixed item description not displayed properly when adding item to transaction
  • Properly align ReCaptcha on the admin login area
  • Resolvd TCPDF PHP 8.1 division by zero warning
  • Removed top margin from sidebar logo
  • Responsive fixes

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thanks to dear member @hargrave updated Perfex CRM - Powerful Open Source CRM with a new update entry:

November 10, 2022

Add the ability to specify lead source and status on lead import
Fixed an issue where the sidebar cannot be toggled when RTL is active
When an issue where the header is not displayed properly when RTL is active
Fixed incorrect active contracts summary count
Fixed undefined index PHP notice when form does not have a label
Fixed an issue where the update settings page is not opening on specific PHP versions
Fixed checkbox field outline on Firefox
Fixed overdue tasks not marked as red on the...

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thanks to dear member @anne updated Perfex CRM - Powerful Open Source CRM with a new update entry:

May 23, 2023

  • Add Microsoft mail engine via OAuth 2
  • Add Google mail engine OAuth 2
  • Add php 8.2 support
  • Add Contract sign reminder feature
  • Add Inter font CSS locally
  • Add payment gateway fee calculation for chosen payment gateways
  • Add permission for contracts and proposals templates
  • Add ability to clear session table via system info
  • Automatically assign logged-in staff as a sale agent
  • Updated: Remove allow-scripts from iframe examples
  • Updated: Remember all contacts...

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Member Anonymous was joined discussion #11 via attach

Tested:
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thanks to dear member @chavez updated Perfex CRM - Powerful Open Source CRM with a new update entry:

January 4, 2024

  • Add advanced filters for customers
  • Add advanced filters for tasks
  • Add advanced filters for invoices
  • Add advanced filters for estimates
  • Add advanced filters for subscriptions
  • Add advanced filters for proposals
  • Add advanced filters for tickets
  • Add advanced filters for leads
  • Add advanced filters for projects
  • Add advanced filters for expenses
  • Add staff_cant function and deprecate has_permission function
  • Add advanced filters for contracts...

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thanks to dear member @hargrave updated Perfex CRM - Powerful Open Source CRM with a new update entry:

February 18, 2024

  • Add filter by members to the project table
  • Fix company info not displayed
  • Fix project milestones background not applied
  • Fixed cannot open proposal and estimate from pipeline
  • Fix new lines not applied in the timesheet report note
  • Fix auto importing tickets via IMAP not working
  • Fix some dates not properly formatted
  • Fix item description new lines not applied
  • Fix redirect not working on specific PHP builds

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thanks to dear member @hargrave updated Perfex CRM - Powerful Open Source CRM with a new update entry:

19 March 2024

  • Updated: TinyMCE to v6
  • Updated: Allow more HTML tags in ticket body content
  • Fix: Quick Create is not working for leads and tasks
  • Fix: Search results for knowledge base articles have incorrect links
  • Fix: Lead activity log shows HTML
  • Fix: Lead email activity tab shows HTML
  • Fix: Leads kanban status color not applied
  • Fix: Registration is not working when Honeypot is enabled
  • Fix: Delete ticket attachment downloads an empty image placaholder
  • Minor UI/CSS...

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thanks to dear member @netman updated Perfex CRM - Powerful Open Source CRM with a new update entry:

April 28, 2024

Add option to auto-convert proposal to invoice after acceptance (customers-related proposals only)
Add an option to disallow non-admin staff to edit tickets and replies messages
Fix tickets content show HTML
Fix modules menu item badge displays HTML
Fix the proposal table not sorting by date created
Fix detailed expenses report not working
Fix admin-related kb articles encoding
Fix TinyMCE not working in modals
Fix delete ticket redirect to invalid link

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