is there any way to make fields required when clients register, a they keep leaving the address fields blank. also, how to copy those details to the billing info automatically, as currently i have to manually copy the contact details to billing so it appears on invoices.

Hello, how to translate manually added Task Status?

Switched PHP version to 7.4 and 8.0 but got error on both upon update to 3.1.1. PHP Warning: Unexpected character in input: ’ in /application/vendor/guzzlehttp/guzzle/src/Handler/CurlMultiHandler.php on line 93

Please advise.

Good day, when I have customized the application and I want to move it to another hosting service without making any changes, just copying and pasting the files, will I encounter any problems? The situation is that I will be using my current hosting service for 5 more months, and then I plan to move my entire website and the CRM to another hosting service. Thank you.

Hi, since this recent update, the CRM creates multiple customer profile for a single customer. Most especially after giving a HTTP 500 error. It goes ahead to create new customer with same info, thereby having duplicate customers.

Hoping this is not applying to payment as well.

How can i cancel overdue and draft invoice?

I have 3 pre sales questions.

1. Why does the client dashboard looks smaller compared to the admin or staff dashboard? Can the client dashboard look be exactly the same as the staff? I am talking about the look and overall feel and not the features here.

2. Can I completely customize which features/fields my staff or clients see? For example can I hide the Invoices feature from client?

3. After purchase, will you be able to help install it on a subdomain of my website? It will be dashboard.mydomain.com

Hello,

How can I disable the Leads feature? By default, everyone can manage Leads and there is no option in the Role to turn off your own Leads. Is there any way I can do this?

Also turn off Media for everyone? I know that non-admins can only see and manage their own folder, but the goal would be to have no Media visible at all.

new filters do not work properly. even in your demo. if for example in expenses you want to filter by category it goes wrong

hi just wondering if that’s a setting to set last name field not compulsory / not required? thanks

how to display ticket replies from newest to oldest ? its anoying to have to scroll to the bottom to see the latest replies

Hi there, could you please let me know If I can integrate the Perfex with this SEO Tools Script https://www.verzex.com/seo ? Thank you in advance.

I haven’t been using Perfexcrm for a while even though I was generally satisfied with the tool.

I’m coming back to it after such a long time and thinking of purchasing support and officially start using it but the lack of API support worries me a bit.

Do you plan to add API support in the near future? I want to interact with Perfexcrm via API. I know there is a third party module for it but I would prefer this to be supported officially. The third party module might stop working tomorrow and I would have no way to fix it.

Thanks in advance

Hello, I want to examine the customer panel, but I cannot log in to the demo with the email and password you provided.

new filter function doenst not keep the default filter beetween users. Probably need to be fixed in future updates.

I am writing to reiterate an issue previously reported through your ticketing system concerning the mobile accessibility of PerfexCRM project pages. Specifically, when accessing the main page of any project via a mobile device, users encounter a significant usability concern: the project view name extends beyond the visible screen area, enabling horizontally scrolling / moving the entire page. This not only detracts from the user experience but also hinders efficient navigation.

This matter was brought to your attention during my active license period, and I was assured that it would be addressed in the forthcoming software update. However, it appears that this issue persists. The following link provides a direct example of the problem for your reference: https://perfexcrm.com/demo/admin/projects/view/7.

Given the impact of this issue on the functionality and user experience, I kindly request that it be prioritized for immediate resolution. I believe that addressing this publicly may expedite the process and underscore the importance of this matter.

Thank you for your prompt attention to this issue. I look forward to your confirmation of its resolution.

CRON does not trigger automatically, the host says:

It doesn’t look like a server issue and would be outside the scope of our support, but checking for a read on stdin, it is directly referenced in your pipe.php script:

$fd = fopen(‘php://stdin’, ‘r’);

$input = ’’;

while (!feof($fd)) { $input .= fread($fd, 1024); }

It will hang on the above, as nothing is ever written to stdin so it waits forever.

When trying to upload a module I’m getting ‘419 Page Expired!’ message. I’ve submitted a ticket but haven’t had a reply yet. Are there any instructions on how to fox this?

Not sure why Perfex still using the old CI since CI 4+ come with more features. Any plan to migrate it to CI 4+?

Hello. Do you have a version adapted for schools? That is, instead of clients and leads, we would have students and potential students. In the demo we see that the customer section is designed for companies with contact people. Would it be possible to adapt this to work as we need? We can pay for customization.