10698 comments found.
Of course I need as standard currency the one of my home country. But I can’t change it any more, because I did already booked expenses on clients. Of course I absolutely not delete all entries to change currency, and then to retype all again. At every shop software I can change currency without to retype all products. This seems to be a bug. Solution please.
Hello,
The currency used for transactions (invoices/estimates/proposals/contracts, etc) is the customer profile’s currency.
You can only bill a customer in one currency, The currency is automatically selected based on your default currency or currency set for the selected Customer you selected previously in the customer profile. If the currency for this customer is USD it will be automatically selected and cannot be changed,
You can find information on setting customer currency here https://help.perfexcrm.com/currencies/
As a friendly reminder, you should consider renewing your support before posting new comments, more info about item support can be found by clicking here
Regards
Hi there
PRE-SALE QUESTION
I see that I can attach documents (docs / pdf ) to both tasks and projects.
I need the customer to be able to approve the work or for them to be able request an amendment. Is this possible? Essentially I am preparing and delivering tailored documentation.
Also, I am guessing that I would assign a project to a customer and then within the project ,set tasks (work) . Is this correct and if yes, can the customer approve the task?
Best regards, Steve
Hello,
There is no task approval feature in perfex CRM at this time.
A workaround is to ensure only approved tasks are added in Perfex CRM.
Regards
hi there. there is some problem with finance->estimates sorting format. each forrmat selected the table soring not changed base on selected Default pipeline sort. please inform me about the reason
Hello,
Please create a support ticket with more information at https://my.perfexcrm.com we will be happy to assist you and give you further instructions.
As a friendly reminder, you should consider renewing your support before posting new comments, more info about item support can be found by clicking here
Regards
There is glitch with payment. No payment system is working in the new update. Paypal says “Security header is not valid” Stripe says “Invalid integer…”
Hello,
It would be difficult to assist you via the comments section. I would request you to please get in touch with our support team.
As the Codecanyon comments area is meant only for pre-sale and general questions, we are not able to provide detailed support here as mentioned in our support tab.
Please create a support ticket at https://my.perfexcrm.com we will be happy to assist you and give you further instructions.
As a friendly reminder, you should consider renewing your support before posting new comments, more info about item support can be found by clicking here
Regards
do yopu have a saas service?
Hello,
Perfex CRM code is not optimized to work as SaaS, you can bill 1 client per 1 extended license and installation, however, if you are able modify the code to be SaaS optimized, you can do this with the extended license, more info about the licenses can be found here: https://codecanyon.net/licenses/standard
Regards
i have this error: Your system folder path does not appear to be set correctly
Hello,
It would be difficult to assist you via the comments section. I would request you to please get in touch with our support team.
As the Codecanyon comments area is meant only for pre-sale and general questions, we are not able to provide detailed support here as mentioned in our support tab.
Please create a support ticket at https://my.perfexcrm.com we will be happy to assist you and give you further instructions.
Regards
Will the system have any discounts on mid-year promotions?
Hello,
Unfortunately not.
Regards
Hi! Could someone look up on ticket #18460? Ive jet to receive any feedback since 05.06.2023. Thank you!
Hello,
We responded to your ticket, kindly provide the additional information required so we can follow up with your request.
Regards
Hi, any way to add/insert in your crm the software activtrak (or similar)? Thanks
please can this app and some of its addon can be migrated to Google App engine? I yes can i hire your team for that? tks
Hello,
Unfortunately, we do not provide such services at this time. The best is to check with a developer/devops to see if this is possible.
Regards
Hi Guys, if I setup the Stripe payment gateway with a percentage fee, the customer gets an error in client portal if he wants to pay his invoice via stripe. Error says “invalid integer xxxxx.x”. Please correct this, thank you 
Hello,
Kindly open a support ticket at https://my.perfexcrm.com/ with more information on the issue you are experiencing so we can check this.
As a friendly reminder, you should consider renewing your support before posting new comments, more info about item support can be found by clicking here
Regards
Hi, thanks for your reply. I cannot open a new ticket, because my support is expired. Best Regards
Hello,
Demo page not working :
Client: http://www.perfexcrm.com/demo/ Email: client@test.com Password: 123123
I apologize. Its working, lil problem with my browser.
Hello,
Glad to know it worked for you.
Regards
Hello, I am thinking to buy this CRM after I tested it. But There are missing two functionalities that I need. More exatcly: - email integration: to have the possibility to receive and answer to the emails. Mail system inbox; - Newslatter: Sending info/promotions to all costumers;
Do you think that these two functionlity can be added in the near future? If yes, when you estimate?
Thank you!
Hello
> email integration: to have the possibility to receive and answer to the emails. Mail system inbox
You can check this modules https://codecanyon.net/search/perfex%20mail and discuss with the author to know if they meet your requirements
> Newslatter: Sending info/promotions to all costumers;
Unfortunatley not at this time, but you can check here https://codecanyon.net/search/perfex%20email to see if any modules provide such features that meet your requirements
If you have more questions don’t hesitate to open a support ticket at https://my.perfexcrm.com
Regards
Thank you for your support! I did open a ticket.
Not working on CloudFlare, the Client IP or users is not configurable. So, imagine this! Simple IP request not working.
Hello,
Kindly open a support ticket at https://my.perfexcrm.com/ with more information on the issue you are experiencing so we can check this.
Regards.
The copy I have is not in my name, I will not snitch who give the copy opening that ticket. What I can tell for sure is that IP function is not working like suppose to. I had to hack the core to solve that problem and fix. Now the real IP even using cloudflare is working.. so my code is just my! You should thank me for my tip about this problem that extends even in the last version! Byyyyyyeeeeee
hello Is it possible to hide or disable existing fields in the lead module? Also texts on the table, for example company, value and others. If so, in which file are these strings? thanks
Hello,
Unfortunately, not at this time.
Regards.
I’m a prospective buyer, and I have a question regarding e-signatures feature. Can e-signatures be made to work with invoices, estimates, or what else? Can they be made mandatory? Thanks!
Hello,
The E-sign feature is only available on Proposal and Contracts only and they are required when enabled,
Regards
Hi After i did the update i can’t see the details of old invoices or estimates from 2018. Could you fix it please?
Hello,
It would be difficult to assist you via the comments section. I would request you to please get in touch with our support team.
As the Codecanyon comments area is meant only for pre-sale and general questions, we are not able to provide detailed support here as mentioned in our support tab.
Please create a support ticket at https://my.perfexcrm.com we will be happy to assist you and give you further instructions.
As a friendly reminder, you should consider renewing your support before posting new comments, more info about item support can be found by clicking here
Regards
Hi,
I have raised some functionality related quarries on support (ticket no. #18484) but not received response yet. We are stuck up in between the setup, Pl check and expedite.
Hello,
We responded to your support ticket, do not hesitate to follow up the conversation their.
Regards
Com a nova atualização o Kanban não funciona mais.
O suporte sempre sugere renovar o apoio de $ 52,50 por 6 meses. Tem paltaforma especializada em CRM que cobra mensalmente menos que isso já com suporte, hospedagem e atualizações. Pensando seriamente em migrar.
Já descobri o motivo. Era a versão do PHP.
Hello, quick question: If I edit some files, is there a way to make sure the changes wont be lost the next time I update Perfex? Like a system similar to child themes in WordPress.
Hello,
You need to follow the customization guide here https://help.perfexcrm.com/category/customization/
As a friendly reminder, you should consider renewing your support before posting new comments, more info about item support can be found by clicking here
Regards
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