10704 comments found.
is it possible to create a chrome extention for time tracking so no need to keep going back to the dashboard to stop the timer?
Hi.
I’m not sure, but that all depends from your expertise of creating Chrome extensions.
Regards.
Is it possible to have a payment gateway like bank or offline payment, gcash, sige pay?
Hi.
Perfex CRM comes with default payment gateways, however, if you need additional gateways that does not exists, you will need to implement them as per your requirements, here is more information about how to implement a payment gateway: https://help.perfexcrm.com/module-as-payment-gateway/
Regards.
How to generate a URL for the customer to view the project?
Hi.
Perfex CRM has a dedicated customers area where customer can login to view their projects and all the data like invoices, estimate, contracts etc…
You will need to instruct the customer to register to the customers area, or create the customer from the admin area.
Please keep in mind sharing a project publicly is not available.
Regards.
It is possible to add percentage fee for shopping ??
Hi.
Unfortunately there is no such ability.
Regards.
Following the latest update, the CRM system has been generating numerous customer profiles for a single customer, particularly after encountering an HTTP 500 error. Is there anyone who can suggest a resolution for this issue?
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
Hello, I have a question, I have a music company where we store customer data, name, phone, email, address, neighborhood and some personal data. Then we add information where we perform music services, such as address, reason for the service, value, and we store that data with this cmr can we achieve that? and be able to scale some other functions in the future
Hi.
The best is to explore and test the demo to see if it’s suitable for your requirements.
Regards.
demo doesn’t work
Hi.
Demo works fine, please try again.
Regards.
Is it possible to add files to calendar? For example i create a meeting for tomorrow and add the files for this appointment?
Hi.
Unfortunately it’s not possible to add files to calendar.
Regards.
I have two questions. my customer would like to enter the prices in an invoice including VAT (not without VAT). This is not possible in perfex? The second question is when the taxes are calculated, is there a rounding function for the prices? I have a price with tax 113.13 but 13 does not work here either 10 or 15
Hi.
1. Sorry, it’s not possible to enter prices with VAT included. 2. No rounding applied to round to the nearest 5.
Please keep in mind that we offer daily support at https://my.perfexcrm.com, if you have further questions, don’t hesitate to open a support ticket.
Regards.
Yesterday we updated to the latest version 3.1.1 and today all staff marked as “is not staff” cannot access the crm after login in, they get a 500 error.
Looking at the development mode I can see two errors:
Message: Undefined property: Dashboard::$tickets_model Filename: tables/tickets.php Line Number: 5
Message: Call to a member function get_ticket_status() on null Filename: /var/www/html/crm/application/views/admin/tables/tickets.php Line Number: 5
I can see that it is a bug in the new version 3.1.1. Is there a way to solve it by ourselves or we have to wait for a new version?
Hi.
We have identified the issue and will fix it for the upcoming update which should be released in a couple of days.
Regards.
Today we have updated to the latest version 3.1.1 and all staff marked as “is_not_staff” cannot access it. They get a 500 error, but the Apache log does not show details. I understand that it is a bug in the new version 3.1.1. How can we solve it?
Something new? My team has not been able to work for 3 days. I see that many people who have purchased the CRM also have the 500 error.
Hi.
We have identified the issue and will fix it for the upcoming update which should be released in a couple of days.
Regards.
What is required for full setup after purchase? Have full documentation for full setup? Have any monthly or yearly charge or need any addons buy after purchase?
Hi.
All the features that are presented on the demo comes with your purchase, if you need any additional add-ons, you will need to purchase the.
For more information you can visit https://help.perfexcrm.com
With the purchase, you will get a lifetime license with 6 months of support included, after the 6 months, if you need support, you will need to renew it.
Regards.
Hi, Inactive clients are no longer hidden in the client list
Hi.
Please check the update guide: https://help.perfexcrm.com/version-3-1-0/#exclude-inactive-customers-from-the-customers-table
You will need to apply a filter.
Don’t hesitate to open a support ticket at https://my.perfexcrm.com if you have further questions.
Regards.
hi, the new update comes with new assets/build folder, and with new compiled app.js (app-v3) in it. unfortunatly we only have the compiled app.js wich is different from the one in assets/js, where can we find the uncompiled one. ?
Hi.
You can find in at resources/js.
Don’t hesitate to open a support ticket at https://my.perfexcrm.com if you have further questions.
Regards.
any full documentation for source code structure
Hi.
You can take a look at https://help.perfexcrm.com/, specifically modules section.
Don’t hesitate to open a support ticket at https://my.perfexcrm.com if you have further questions.
Regards.
Need some help on setting up email piping as the instructions are confusing. I’ve created an exclusive email address for each of my departments using IMAP and have confirmed my ability to perform a connection test on each email address.I want to auto import tickets directly. I’ve added a cron using wget q -O https://crm.mydomain.com/cron/index to run every 5min. Your instructions mention Gmail IMAP but I don’t understand how this applies. Is there common knowledge to Gmail IMAP & Perfex I’m suppose to be familiar with? Can someone offer guidance on how to get this working? Any assistance is appreciated.
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
How to make Main menu collapsed on admin area ? Is there a way to do that on the current version ?
The menu is collapsed on mobile only, at this time there is no option to collapse it on desktop.
Hello PerfexCRM Team,
I am currently in need of integrating the e-invoice API of some parties. I would like to inquire if PerfexCRM has plans to integrate deeper hook and filter methods into data components in the future?
For instance, orthodox hook functions to interact with output data before displaying. Because currently, if writing a separate module, it may need to independently process the invoice part compared to the official invoice part on PerfexCRM, making maintenance, updates, and future compatibility unstable when the core PerfexCRM changes structure.
Regards,
Hi.
You can open a support ticket at https://my.perfexcrm.com and provide more information about the hooks you require, we will be happy to add them.
Regards.
Is it possible to open tickets by email?
Sure, please read more here: https://help.perfexcrm.com/email-piping-auto-importing-tickets/
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
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