41 comments found.
i saw somebody with this. but on mobile is looks very ugly, not responsive. when comes a new update to fix this solution?
Thats untrue. Here’s a sample screen: http://prntscr.com/ujc24w
look at the table, below
B. Financial
Every table with big horizontal size due to many columns will need swipe right actions from mobile.
This makes sense when it comes to mobile navigation and of course has nothing to do with the responsiveness of this product, which is not set by itself, but by Perfex CRM’s bootstrap framework and being inherited.
If you need any CSS alterings according to your specific requests, please open a support ticket after purchasing the item and guys from support will advise.
Presale question: Do you plan to add the option to export like report or similar? I know this it for the company and for internal use but that function will be very usefull
Thanks for the suggestion. Ill pass this to our review team and upon a big number of identical requests, it may be implemented in a future version.
Module shows uploaded but installation is not showing.
Hello.
Thank you for your purchase. We advise you to open up a support ticket at support area so guys from support can take a look at your local issue and advise.
Looks interesting. Can see its usefulness for an ad or marketing agency as well as internal use. Are there hot keys for the mindmap? Grafting etc?
Here’s a full demo of MindMap : https://bit.ly/3797aKu
I installed this module and it doesn’t show on the menu nor the module list. I followed the instructions. I installed other modules and didn’t have issues. What am I missing?
Hello – thanks for your purchase.
We advise you to open up a support ticket at support area so guys from support can take a look at your local issue and advise.
What are the improvement plans for this module, because finding it empty, without methodology, objective and dynamism, something very fixed. Giving it this way it can delay work, I sincerely bought it and I’m not very satisfied with what exists.
Hello.
Our module’s options for initial version are specific and can be shown in the video preview. Im sorry that you expected specific features according to your own usage. We do currently gather requests for this module and upon a big number of identical requests, we may consider adding those features in a future release.
How can I access demo ?
You can check out a real demo videocast in the item’s page, using ‘Video Preview’ button.
What you see there, is the exact functionality that you will get.
where can I find mindmap?
Not really sure what you mean, but I strongly suggest that you open up a support ticket within support area, so guys from support can help you technically with your question.
PRESELL QUESTION
Can you write exactly what it is? Where to find the knowledge to be able to use it? I’ll give you an example of an answer that I want and many other people in this area 
If my question was “What is the Gantt form in perfex for?”
I would expect an answer like this:
Hello.
Gantt form is a feature of Perfex, developed by Perfex core team – not something related to Account Planning module.
Thus, core team might have a better answer than our team, since this is not a feature of a specific module of us.
Good Work !!! I like your files !!! Thank you for share !!!
Lots of thanks for your feedback. Music to our ears
Hi. this is a pre-purchase query. This module allows me to assign the movements of the company in accounting entries. if the answer is no. I ask again: 1.- Do you have any module (perfex) that allows you to record all the financial movements of the company in their respective accounting entries and then a summary can be sent to my accountant using the same module. 2.- It has a module (perfex) that allows the integration of a POS terminal to manage the cash register of my store with my inventory, clients, sales, employee, etc. Thanks a lot
Hello.
I advise you to take a look at the video preview and screenshots of the item, in order to have a clearer view of its functionality.
Depending on the specific way that your business acts, this may fit or may not fit your needs.
You can check at our full modules list under our profile’s portfolio.
Hi I enable open_basedir and shell_exec but i can not install
We advise you to open up a support ticket at support area so guys from support can take a look at your local issue and advise.
How does the Portuguese translation work?
We do offer only English translation terms, but this is a translate-ready module – you will be able to translate it to PR-BR by editing this file.
Is this planning available on the customer portal?
This is an account planning strategy module for internal use. Its completely outside the scope of its purpose to have the whole mind strategy shared with the end client.
We can decide to show in customer area like a proposal?
Hello.
This is an account planning strategy module for internal use. Its completely outside the scope of its purpose to have the whole mind strategy shared with the end client.
Can you print off PDF’s to share with the client as you align business planning?
Hello.
This is an account planning strategy module for internal use. Its completely outside the scope of its purpose to have the whole mind strategy shared with the end client and same applies for part of the planning.
You can upload files for internal use and Perfex got a few models that you can use for your specific scope (i.e Proposals/Estimations)
Hello,
Can be use to track what service buy each client?
This is an account planning module, not a tracking one. Please take a look at available screenshots and videocast, in order to discovery its functions in full.
Wow great work, can you give some use case for using it on our own company?. Example: We want to acheive 1Million, how we can use this tool to plan our goals?, can you please spend time in addressing my question, It helps many people with different use cases.
Got your question – and I do verify that there’s a big potential here.
But every business has its own approach strategy, so even if we were able to answer this, after involving our business dpt, it would not be a widely compatible example for every business.
We are a team of developers and this module was made in order to be combined with every company’s business approach strategy (which is obvisouly different in every case). Business plans, strategic actions, account planning etc are business dpt related actions and unfortunately, we cannot help you in consulting level.
In other words: we do offer you the tool. Combine it with the correct actions/decisions/plans and meet physicial/digital business success with the help of Perfex CRM and Account Planning module.
Thanks for the understanding.
Thanks i will explore more on it, i am looking greatly for Deals & Pipeline feature & Quickbooks Integrationo kind of modules. Do you have anything in pipeline?
Quickbooks is already on its way
Cheers.
Can we auto synch perfex invoices to quickbooks ? or can we fetch purchase orders from quickbooks to perfex? more eager to see the tool
We are on the comments of Accounting Planning module
Rest assured that we’ll cover all of your questions once we have this product launched.
Congratulations! Nice Work, GLWS
Thank you!
