Perfex CRM - Powerful Open Source CRM 3.4.1

• 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

• 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 contracts and cc a contract is sent to
• Updated: Ensure contract reminder is only sent to notified contacts
• Updated: Ensure the task new checklist is always at the bottom
• Updated: Google Drive picker feature
• Ensure the subscription’s last sent date is properly updated
• Improve user display on tables
• Fix taxes dropdown not loaded correctly on specific servers
• Fix batch payment modal
• Fix hyperlink custom fields import
• Fix the main menu height in the admin area
• Fix num to word Indian rupee
• Fix padding on table checkboxes
• Fix forms tabs not responsive
• Fix TinyMCE not loading properly Norwegian language
• Fix: 2factor auth is disabled when the staff profile is updated
• Fix terms and policy links not opening in the form’s iframe
• Fix warning when viewing a new empty contract
• Fix template content not inserted properly
• Fix theme style not applied to todo/notification icons.
• Fix leads kanban tags search
• Fix sidebar toggle not working on iPad

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 tasks table
Fixed amount discount field not visible on laptops
Fixed task checklist items icons not responsive
Fixed custom fields alignment when using multiple columns width
Update top started timer icon to spin slower
Removed the transition of the sidebar
Responsive improvements

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

• 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 payment edit view
• Update hook before_update_task to be triggered before any changes are saved
• Fix payment mode update modal showing HTML code instead description
• Fix estimate items custom fields not validated
• Fix estimate client select not refreshed
• Fix calendar breaks on custom themes
• Fix shipping details not showing vat and phone
• Fix e-signature signature not working on Safari
• Fix new lead button not clickable on “sm” viewport
• Fix contract marked as signed or signed show red table background
• Fix incorrect currency when converting proposal with project
• Fix support ticket menu not possible to hide via menu setup
• Fix currency symbol position on leads table
• Fix incorrect amount in payment recorded email when batch payment is recorded
• Fix support ticket validation message locale when passing custom language
• Fix “set password” email is not being triggered when leads are converted to client
• Fix number to word language on PDF no respecting loaded language
• Fix bug where download projects files return empty zip
• Fixed Paypal popup not opening when invoice billing address does not have country
• Fix Stripe subscription status not updated
• Minor fixes
• Additional hooks added

addons for CRM 2.9.4

2.9.4 crm no inlcude addons

• Fix Mollie payment gateway sometimes not recording payments.
• Fix cron not working because of invalid imap namespace.
• Fix issue with tags overflowing on mobile.
• Update: Show at least 1% progress for invoices awaiting payment

• 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 tasks, proposals, estimates kan bans’s
• Add total badges for comments and templates when viewing proposals and contracts.
• Add canonical url in knowledge base article for customers area.
• Added ability to specifiy milestone start date.
• Added “Open in Map” button to customer profile map.
• Updated: Stripe subscriptions will load all plans instead of max 100.
• Updated: Kanban with better AJAX loading.
• Updated: Editing project won’t be possible on signed contracts.
• Updated: Expense amount will be hidden from project activity log.
• Updated: Prevent closing the task modal if timesheet is being recorded/edited.
• Updated: Multiple comas on customer format will be automatically removed.
• Updated: Change email template message column to MEDIUMTEXT for longer mails support.
• PHP 8.1 compatibilities.
• Fix some tasks/milestones not shown on customers area.
• Fix credit applied to draft invoice adds invalid invoice number.
• Fix convert estimate to project task date format.
• Fix project notification being sent to all contacts when few only selected.
• Fix hyperlink custom fields not working in leads modal.
• Small bugs fixed.