Hi, I was going to buy Perfex now but I realized that the CRM doesn’t have an app. I got confused. All major CRMs have app versions, today it’s not even optional to have an app, it’s the standard. I hadn’t even considered that Perfex wouldn’t have it.

Could this be some personal anti-smartphone policy? Because I don’t see the point in a world where the majority of access is via smartphone without any official or partner app.

Do you have an anti-smartphone policy or are you developing the app? If yes, what is the approximate deadline for launch.

Thank you.

I wonder if it would be possible to add two text boxes onto the SMS setup page where I can enter a Header and a Footer. Whenever an SMS message is sent, the Header is placed before the message text, and the Footer is placed after the message content.

For example, I might want to put in the Header, “This message is from AskHollie,” and in the Footer, “Please don’t reply to this message as the account is not monitored.”

Is this possible through the developer tools eg hooks or would this need a change to the source code?

Thanks

Nathan

i am trying to update my customers in bulk. i i have a custom field that i need to add data in bulk. I export the lsit, add fill the custom field with the require data, then upload back. it doesn’t work because it won’t accept existing email. How do i update customers in bulk?

Hi, can someone tell me its posible to disable recaptcha from phpMy Admin?

Hello, can I use it with multi-domain for 2 of my companies?

Hi support team, before updating from version 3.04 to the latest I would like to ask you how I can solve with my_ prefixed file, as you can see I have several and I cannot give up all the changes I have made over time. If I rename the files or delete them as recommended I will no longer have the changes made. I know that my support has expired, however I would like to understand before considering renewing it whether I can use the changes I made using the new version or whether it should remain stuck at version 3.04.

These are all mine my_index.php my_identity_confirmation_form.php my_navigation.php my_project_overview.php my_project_task.php my_estimatepdf.php my_home.php my_invoicehtml.php my_invoicepdf.php my_invoices.php my_open_ticket.php my_paymentpdf.php my_projects.php my_proposalpdf.php my_proposals.php my_single_ticket.php my_statement.php my_statementpdf.php my_tickets.php

Thanks!

Two pre-sales questions:

1 If I create say, a custom field for an ITEM, Can I sort by this new custom field in reports? e.g. I want to see all items on invoices that were assigned to staff X – so I can create totals for tax time. The Sales agent field is not useful to me on mixed invoices (where more than one agent is assigned) so I need a refined way to report all sales by staff member X so I can tally them for tax time without hunting manually in each invoice.

2 When payments are received, does the system automatically acknowledge and record the fees that Stripe takes into account or is the whole amount reported (this is important because some of my invoices are split with partners)?

is there anyway that i can set SSO for this ?

hi. how t disable recaptcha from phpMyAdmin?

Hi it’s been 3 days now and you have not responded to my support ticket. please i beg you respond and assist.

Hi!!

Possible to add pay later PayPal or stripe option?

Hi, while trying to change email signature, i may have changed header and footer as well which ended up with wrong display, any chance you can guide me to the document file where i can copy paste the initial html content for the default email template? thnaks

PRE-SALE QUESTION: Is it possible for the system to calculate a % for overdue invoices, either by number of days or months?

Looking for someone who can customize this product for us WhatsApp +260966284085

Customer Billing and Shipping address not showing in pdf and also in invoices at backend, i checked in settings > customers all the {...} are correctly there, but still not showing billing & shipping address.

A big blow in Task. Person can select all and then all task even the user is not mark as follower or assignee can see the tasks.All confedential data get visibal to all user. The restriction doesnot work as per access control.Please look into it

how t disable recaptcha from phpMyAdmin?

Hi, how to run system my localcomputer. I want to add some improvements for my own requirements. But i can’t start frontend & backend?

after 3.1.1 update below problem we are facing.

1. not able to edit the invoice 2. filter is not working. 3. unable to retrieve the customers while making invoices

filters nor working