10697 comments found.
Hi, without login page is it possible to redirect any other page to main domain ?
i mean any landing page to redirect to main page. instead customer login page ?
Hello Sir, I have a question, can disable reCAPTCHA for login in this system? because we are in China, we are not able to use google reCAPTCHA .
Hello,
You can disable the reCaptcha feature by following this guide https://help.perfexcrm.com/google-configuration-features/#recaptcha-keys-are-wrong-and-you-got-stuck-in-login
If you have more questions don’t hesitate to create a support ticket at https://my.perfexcrm.com we will be happy to assist you.
Regards
Hi dears, I got the CRM and I’ld like to know how to disable estimate feature and leave only proposals. Thanks
Hello,
Unfortunately, there is no option to disable the estimates feature. However, you can use the menu setup Feature to hide the estimates feature from the menu items by navigating to Setup->Menu Setup (ensure to first enable the module at Setup->Modules)
Additionally, ensure that you do not give any of the staff Permission for the estimates feature and they will not be able to see/access that feature.
If you have more questions don’t hesitate to create a support ticket at https://my.perfexcrm.com we will be happy to assist you.
Regards
any plan to add auto screenshot options for timer ?
Hello,
Unfortunately, there are no plans at this time.
If you have more questions don’t hesitate to create a support ticket at https://my.perfexcrm.com we will be happy to assist you.
Regards
The CRM functionality seems to be very poor. There is no way to actually commuicate with leads and track conversations. I cannot even create a ticket and assign it to a lead.
Hello,
We understand your concerns and can look into this for future updates.
If you have more questions don’t hesitate to create a support ticket at https://my.perfexcrm.com we will be happy to assist you.
Regards
Hi!!
Does the CRM have the utility private file manager for each client/project or something similar?
Hello,
You can upload/manage files for each customers from their profile by navigating to the customers profile->Files as show here https://i.imgur.com/1R3yG8M.jpg\
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,
What would make this complete CRM system even more complete is the possibility to create subscriptions of services and link them to recurring payments/invoices instead of Stripe. I also love Stripe’s option, but it would be nice if there was also an option that is separate from Stripe and fully controllable from the crm system.
Hello,
The subscription feature is only available for stripe. However, you can use recurring invoices as a workaround for other payment gateways as documented here https://help.perfexcrm.com/recurring-invoice/
Regards
Urgent: I have multiple clients who has Same accountant with 1@abc.com email address- Under each Client contact when i add in Accountant email it gives an error ( Email Exist) what options do we have?
Hello,
For this reason: https://help.perfexcrm.com/faq/why-i-cant-add-contact-with-duplicate-email/, this is currently not possible.
However, if your contacts are not logging in to Perfex CRM customers area; you can open a support ticket and we would be happy to assist you on how to remove this validation.
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
Pre Purchase Question
Do I need to Buy this plugin too for security
https://codecanyon.net/item/perfshield-the-powerful-security-toolset-for-perfex-crm/46022362Hello,
Perfex CRM is already safe and secure to use. You can learn about securing your installation here https://help.perfexcrm.com/applying-security-measures/
You should consult the author of the module to see if there are any additional features the module provides that meet your requirements.
Regards
Are there any plans to include the following features in the next version of PERFEX CRM?
1. Ability to set deadlines for subtasks.
2. Automatic assignment of staff to tasks when they are added to subtasks, and addition of those tasks to their task list.
3. Removal of tasks from the task list when staff members mark their subtasks as done.
4. Enhanced search functionality to include searching within task content, in addition to searching by title only.
Heello,
1. Unfortunately, not at this time. If a deadline is required you should consider creating another task instead.
2. Unfortunately no, you will need to always assign the tasks to your staff members if required.
3. When a task is marked as completed; they are not shown on the tasks list by default unless the filters are adjusted to show them
4. We appreciate the suggestion and can consider this in future updates.
Regards
I hope that in the next release, you’ll include this feature. I’m looking forward to purchasing it. The subtask and search functionalities are currently areas where Perfex CRM could use improvement.
After moving perfex CRM. Recording a payment has become very very SLOW
Anything I can do to fix this?
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
Pre Sale Question
Does Perfex have workflow like at zoho for example we have a form when the client fill this form it will automatically sent email , follow email etc ,
Hello,
Unfortunately, there is no option for this at this time.
Regards
urgent i need help! i sent to request via support
Hello,
We already responded to your support requests.
If you have more questions don’t hesitate to create a support ticket at https://my.perfexcrm.com we will be happy to assist you.
Regards
JUST SUGGEST In the contract the signature is only one but in reality the customer put the signature in many part of the contract. I just suggest to give a TAG that I can put in the template many time or give a different way to make a contract like that you can see first part and can put signature, than the second and put the second signature…. I hope that you appreciete
on proposals I am not able to add any comments, it just doesn’t do anything when I click the “add comment” button. No error, just doesn’t add the comment. I have even tested in an incognito window, and update dto the latest version, still same issue.
what could cause this?
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
I have paid for another 6 months of support and opened a ticket on Tue, Jun 27, 2023 2:20 PM, but still no reply after 1 week.
this precisely why people do not like paying for support, as it always takes so long to get a response.
Hi, we are migrating to Alma Linux 8, php 8.1, Mysql 8.0.33 and app does not work, error 404 after successfull install, something like routing is not working…. Some solution, regards
solved editing .htaccess
What is the procedure to convert a Email to a Task in Perfex CRM. ?
Hello! Good morning! It would help if you could display the assigned agent in the application/views/admin/tables. Please tell me what action hook is needed to display the assigned agent table in the customer, sales, proposal, and estimate sections.
Hello,
Unfortunately, there is no hook to achieve this, you will need to edit the view files following this guide https://help.perfexcrm.com/edit-view-files-without-messing-the-core-view-files/ to see how this can be achieved.
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
Hello, I know that my support has expired. However, I urgently need help with setting up email for Microsoft365. Unfortunately I can’t do that. Could you please help me?
Hello,
Unfortunately, we are only able to provide support via the support portal.
Please create a support ticket at https://my.perfexcrm.com we will be happy to assist you and give you further instructions.
Regards
2. SVG image is support ?
Hello,
1. Unfortunately, not at this time.
2. Can you share with me where you are trying to use SVG and having issues?
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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