Perfex CRM - Powerful Open Source CRM
/Changelog /Version 2.8.0
March 12, 2021 Changelog
Add option to auto attach an invoice to the payment receipt email
Add new feature create estimate request forms
Add copy item feature
Add bulk update the billable field for tasks
Added ability to filter expenses by payment mode on expenses table and detailed report
Add ability to bulk export expenses
Add total leads and total value in leads kanban
Added ability user to select multiple files on web to lead form file field.
Ability to send invoice due reminders before the invoice is overdue.
Allow zero with decimals in credit note refund
Changed: Staff can manage followers/assignees only if creator
Changed: Draft invoices will be always sorted on top
Fix multiple merge fields in URL placeholder
Fix cannot save currency with blank thousand separator
Fix shorturl wrong link when using Bit.ly for SMS.
Fix tasks modal on close description not saved
Fix project export alignment
Fixed an issue where an item is not added in the invoice after item removal.
Fix image size via editor not applied
Fix language loaded after custom fields translate
Fixed typo in subscription
Fix surveys mail lists import
Fixed only staff with permission can delete leads
Project copy milestone due date improvements
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.