Tested Perfex CRM - Powerful Open Source CRM 3.3.0

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.