Tested Perfex CRM - Powerful Open Source CRM 3.3.1

Escape the contact name in customer format
Allow img width and height attributes in HTML content
Allow div in HTML-able text
Fix Estimate request {estimate_request_submitted_data} not properly formatted
Fix BR tag shown in the customer address information
Fix the table dropdown column values not exported to CSV/Excel
Fix the system prompt AI setting option
Fix undefined key status in AI fune tuning

Added OpenAI module
Added “Summarize ticket with AI” feature
Added “Suggest ticket reply with AI” feature
Added fine-tuning support using the knowledge base and predefined replies with OpenAI
Added ability to enhance ticket reply tone (formal, polite, friendly)
Added ability to enhance knowledge base text (formal, polite, friendly)
Updated to the latest Stripe API (Basil version)
Updated number-to-words conversion to support 3 decimal places
Updated the checklist progress display for tasks with two checklist items
Updated unordered list style to disc in .tc-content
Updated to enforce required item custom field select input
Improved lead form by properly disabling the save button during submission
Enhanced expense create/edit view
Enhanced PHP 8.4 compatibility
Fixed “Lead is public” checkbox
Fixed deprecations warnings
Fixed error when invoicing a project without tasks
Fixed task assignees select input
Fixed task milestone select input
Fixed issues with the TwoCheckout payment gateway
Fixedproject_descriptionmerge field rendering raw HTML
Fixed French number-to-words format
Fixed issue with adding tabs from modules
Fixed tasks table export, excluding task status
Fixed PDF file name on draft invoice, save & send email
Fixed modules from conflicting with the Subscriptions description column on the select query
Security fixes and enhancements
Addedget_country

Fix estimates settings menu not working.
Fix the timesheet overview that is not working on specific database types.
Fix Stripe iDEAL module throws an error after activation.
Fix invoice overdue days to show float instead of integer.
Update: Make invoices financial stats visible by default in card style.
Update: Customer profile tabs UI.
Update: Project overview UI.
Update: Auto determines logo (dark/white) on header based on header background.
Update: Auto adjusts color on the sidebar profile button based on the sidebar background.
Update: Allow changing the content background color via the “Theme Style” module.
Update: Allow changing the table links color.
UI fixes and responsive fixes.

• Add the ability to disable the ticket public form.
• Add the ability to search for full invoice/estimate/credit note numbers in a table and global search.
• Add a new Stripe iDEAL gateway (module) to comply with the new Stripe API.
• Add primary contact, and customer groups to CSV export for customers.
• Add project status to project-related email merge fields.
• Update Stripe API.
• New UI.
• New ticket details view.
• New contract details view.
• New expense form view.
• PHP 8.3 fixes.
• PHP 8.4 compatibility.
• Update: Minimum required PHP version 8.1.
• Update: Enhance leads modal UI.
• Update: Enable spell checker in TinyMCE editor
• Update: Hide inactive staff on the staff ticket dashboard
• Update: Make dropdowns in tables clickable.
• Update: Auto-apply a filter on lead summary status click.
• Update: Make estimates/invoices/expenses quick summary visible by default.
• Update: Auto-apply a filter on estimates/invoices quick stats click.
• Update: Auto-apply a filter on tasks summary status click.
• Fix print lead incorrectly aligned content.
• Fixed \n not converter to <be /> on imported tickets.
• Fix cannot download ticket public form attachments.
• Fix add a contact in customer area error when sending set password checked.
• Fix the knowledge base group color not shown on Kanban.
• Fix timesheets table group not always working.
• Fix invoice not having payments filter not considering credits.
• Fix custom field number sorting and filtering.
• Fix project expenses filter.
• Fix batch payment permissions checks are incorrect.
• Fix ticket message double encoding.
• Fix invoice/estimate shown in proposals table when contact not authorized
• Fix the date filter not always working correctly.
• Fix backup/surveys vendor files missing.
• Fix select placeholder on clients area.
• Hooks updates
  • Move after_invoice_added hook before sending an email.
  • Add customers_navigation_before_logout hook.
  • Add before_admin_ticket_addreply_tabpanel_content hook.
  • Add after_total_summary_estimatehtml hook.
  • Add estimatepdf_organization_info hook.
  • Add after_total_summary_invoicehtml hook.

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

• 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 fixes
• Security assessments – thanks to https://bytekey.com/

• 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

• Fix customers dropdown not searchable
• Fix my tasks table showing all tasks
• Fix tickets table status filter not working correctly

• 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
• Add advanced filters for credit notes
• Add a create form button to estimate the request page
• Updated: Do not allow editing contract content after signing or marked as signed
• Updated: Lock contract content with used merge fields after signing or marked as signed
• Update: Auto disable Pusher in case of invalid configuration
• Update default charset to utf8mb4 (new installs only)
• Add ability to save filters
• Add ability to filter by custom fields
• Add ability to mark filters as default
• Add ability to share filters with other team members
• Add ability to dynamically filter dates e.q. “next month”
• Add ability to create conditional filters
• Allow customers to table VAT search
• Allow modules to register custom filters for supporting tables
• Remove leads filters in favor of the new filter feature
• Convert template column content to long text
• Remove deprecated MySQL functions
• Apply decimal setting to customer area dashboard
• Remove hardcoded db prefix in leads import
• Performance improvements
• Fix pagebreak adding extra <p> tags to editors
• Fix the calendar shown in English in the client area
• Fix invoice items table
• Fix bug with login in after importing customer without password
• Fix custom field related to customer result not showing customer name
• Fix undefined variable $ci error in the Tasks controller
• Fix the sidebar toggle on a tablet
• More hooks added
• Minor fixes

• Fix deprecation warning
• Fix CC bug on contracts
• Fixed kanban not working on php7.4
• Fix argument count exception in _l for php 8+
• Fix Backward compatibility issue with php7.4
• Fix Proposal content not parsing merge fields
• Round Gateway fee’s to app decimal places
• Fix slug_it function not working