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    Download Perfex CRM v3.0.4 – Powerful Open Source CRM+ Addons v3.0.4

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    Version 3.0.4 - November 10, 2022 Changelog
    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

    Version 2.9.4​

    • Added ability to import expenses
    • Add Khmer compatible PDF fonts
    • Added honeypot spam technique on the register form
    • Added new core module for CSV Export
    • Added ability to CSV export, customers, leads, contacts, payments, expenses
    • Added a new dashboard widget for staff ticket reports.
    • Added option to show/hide company PDF signature on proposal
    • Added ability to link customer-related proposals to project
    • Added proposals tab in customers area project
    • Added ability to specify ticket form service via URL query
    • Added option ticket notifications to be sent only to the assigned user
    • Updated: Ticket CC on reply will be remembered
    • Updated: Set original filename when sending project files
    • Updated: Ensure only 2fa code of staff in current session can be used to login
    • Fix contracts hidden from customers area are still visible via project
    • Fix cannot use tasks select dropdown after adding an expense to the invoice
    • Fix draft estimate link visible on proposals table
    • Fixed authorize net payment gateway
    • Fixed estimate request form checkbox not aligned properly.
    • Fixed recurring invoices table now showing correct frequency
    • Fix incorrect announcement badge count in contact profile dropdown
    • Fixed staff hourly rate calculation report
    • Fixed new contact and task form URL not working properly on some specific servers
    • Fix draft estimates shown in the customers area project
    January 17, 2022
    • 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
    Version 2.9.2 - January 11, 2022
    Changelog

    • 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.
    eptember 29, 2021 Changelog
    Add strike through in project discussions
    Add badges in leads profile tabs for tasks, proposals, notes, attachments.
    Added ability to specify redirect URL after submission for web to lead and estimate request forms.
    Add option to set project name when copying the project.
    Updated: Task comment WYSIWYG editor will stick while scrolling.
    Updated: Ensure tasks modal does not close on outside click when typing comment.
    Updated: Uploaded project files will be renamed with unique hash.
    Updated: Ticket CC will be remembered when ticket is imported via pipe or IMAP.
    Updated: Zoom allowed on mobile devices.
    Fix calendar buttons goes out of the container small screens.
    Fix tasks not visible on tasks table in client area.
    Fix msg91 DLT Template ID.
    Fix estimate to project convert task date format causing 500 error.
    Fix task change hook not fired when task updated.
    Fix statement filename does not contain the extension.
    Fix credit applied to draft invoice adds invalid invoice number.
    Fix checklist progress bar color when progress is 0%.
    Version 2.8.3-2.8.4
    v2.8.3

    • Add ability to set a custom field default value
    • Added permissions for projects milestones
    • Added ability to specify which contacts can receive project-related notifications, per project
    • Added bulk actions for expenses table
    • Added option to show estimate request link in customers area navigation
    • Added ability to convert estimate to project
    • Added ability to specify database backup hour
    • Added ability for ticket form, web to lead form, and estimate request form, to show a logo by providing ?with_logo=1 parameter in the URL
    • Update: When a contract is signed, the name, email, and IP address will be displayed on PDF and HTML.
    • Added ability for ticket form, web to lead form, and estimate request form to provide ?styled=1 parameter in the URL for more convenient design on direct link sharing
    • Update Mollie payment gateway to v2 to support multiple currencies
    • Updated Fullcalendar version to v5
    • Update the Datatables library to the latest version.
    • Updated the footer in the customers area to not be fixed
    • Removed option for scroll responsive tables, the tables will be always scroll responsive
    • Fix no space after discount word on PDF.
    • Fix invoice overdue cron task failing on MySQL 8
    • Fix convert estimate request
    • Fix wrong spelling of Philippines country name
    • Fix project setting upload task attachment on customers area.

    v2.8.4​

    Fixed issue with calendar loading.
    Fixed cannot edit staff profile.
    Fixed class missing causes 500 error.
    Addons List

    Account Planning module for Perfex CRM v1.0
    All-in-one Support module for Perfex 1.0
    Weboox Convert - Perfex CRM to app Android v6.0
    REST API for Perfex CRM v1.0.0
    Perfex CRM Chat v1.4
    Call Log module for Perfex CRM v1.1.0
    GoCardless Payment Gateway for Perfex CRM v1.0.0
    Facebook Leads integration module for Perfex CRM v1.0.0c
    Assets Management module for Perfex CRM v1.0a
    Appointly - Perfex CRM Appointments v1.1.4
    Mailbox - Webmail client for Perfex CRM v1.0k
    Weboox PRO theme for Perfex CRM v1.3
    Human Resources Management - HR module for Perfex CRM v1.0d
    Mercado Pago Payment Gateway for Perfex CRM v1.1
    Drag and Drop Perfex CRM Email Builder v2.0.1
    Perfex Shop - Sell your Products with Inventory Management (E-commerce module) v1.1.0c
    WordFex - Syncronize WordPress with Perfex v1.0
    Mercado Pago Payment Gateway for Perfex CRM v1.1
    Perfex CRM - Flat theme v1.6
    Perfex CRM Office Theme v1.2.3
    Mention and Tag for Perfex CRM v1.0.2
    Multi-Page Web to Lead Form Module v1.0.3
    Perfex CRM and TelegramBot Chat Module v1.0.0
    Perfex CRM - Customer Feedback Module v1.0
    Perfex CRM Dark Theme v1.1.5
    Perfex Zoom Meeting Module v1.0
    Inventory Management for Perfex CRM v1.0
    Purchase Management for Perfex CRM v1.0
    Razorpay Payment Gateway for Perfex CRM v1.0
    Recruitment Management for Perfex CRM v1.0
    WooCommerce Module for Perfex CRMv2.2.0c
    Omni Channel Sales for Perfex CRM v1.0.0
    Custom SMS & Email Notifications for Perfex CRM v2.3.0
    Custom Task Filters Module for Perfex CRM v1.1.0
    Tasks Bookmark module for Perfex CRM v1.0.0
    Team Password for Perfex CRM v1.0.6
    OKRs - Objectives and Key Results for Perfex CRM v1.0.1
    Sales Commission Program for Perfex CRM v1.0.3
    Custom javascript module for Perfex v1.0a
    WhatsApp module for Perfex CRM v1.0
    Shopier Payment Gateway for Perfex CRM v1. 0.0
    Spreadsheet Online for Perfex CRM v1.0.5
    CLIENT APP FOR PERFEX CRM v1.0
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