10698 comments found.
Please of my ticket asap. It is urgent!
Hi.
We already replied, don’t hesitate to reply back if you have further questions.
Regards.
is there any plugin that can capture screen shot of the employee ci=mputer sequencielly when thay start the taskl ??
Hi.
No that i’m aware, sorry.
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.
Hello im trying to import a clients list and get a 500 error so i enabled devlopment mode and get the following errors:
An uncaught Exception was encountered Type: mysqli_sql_exception
Message: Unknown column ‘customer_api_key’ in ‘field list’
Filename: /public_html/cm/system/database/drivers/mysqli/mysqli_driver.php
Line Number: 307
Backtrace:
File:public_html/cm/application/models/Clients_model.php Line: 157 Function: insert
File: /public_html/cm/application/libraries/import/Import_customers.php Line: 108 Function: add
File: /public_html/cm/application/controllers/admin/Clients.php Line: 795 Function: perform
File: /public_html/cm/index.php Line: 319 Function: require_once
Hi.
We have already replied to your ticket, the issue was causing by adding non existent column in the CSV file you were trying to upload.
Don’t hesitate to reply back if you have further questions.
Regards.
Thank you for best CRM I have ever tried! But still have question you maybe can answer. Is there any possible way hot to client can send me message, project, task or whatever thing except support ticked? I want to get tasks from customer area to admin area.
Hi.
Clients can create tasks from customers area that are related to project, unfortunately clients cannot create tasks not related to project.
Regards.
Suddenly, all the PDF invoices we send to our customers are being delivered as .dat files. Any ideas? I have had an open ticket since January 26, 2024.
Hi.
We have already replied to your ticket, the issue is caused by the email client itself, not Perfex CRM, don’t hesitate to reply back if you have further questions.
Regards.
Hello, how to solve mail loops in the support system
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
In PHP Version 8.3 Leads to Customer Convert is not working we get blank page, If we reload it creates duplicate customers.
In PHP Version 8.0 Leads to Customer Convert is working fine.
Hi.
Try to use the latest Perfex CRM 3.1.2 version, this should be fixed.
Let me know if all is good.
Regards.
Gmail 403 error in authenticate process. 
Hi.
Please make sure that the OAuth credentials are correct.
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
Is there any permission settings to not allow a customer or staff to delete any files from profile section ?
Hi.
A file from project can be deleted from a staff only if the staff uploaded the file or the staff has permissions for project delete.
Regards.
Hi, In staff permission settings , I don’t see permission for not to delete files by staff.
Where is the exact settings of the permission where I can deny the permission so that staff cannot delete files from profile section for staff ?
Hello, any reason why displaying leads, staffs, ... are no longer working. I mean when you click on leads to see those already recorded they never display. This is also happening with staffs as well
See: https://prnt.sc/sbQyqQEQ7bf0
Any solution ?
Hi.
Please check the upgrade guide: https://help.perfexcrm.com/version-3-1-0/, if you are using my_ prefixed files, make sure to double check them.
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.
Hi! Do you provide staff management modules too like salary, leaves etc.
Hi.
No, Perfex CRM is mostly focused on customers related features.
Regards.
At first glance, it looks and works great. The only and most important thing (the customer) can’t anticipate a project. You can’t point tasks to clients and the clients can’t add tasks . but its a great tool.
Hi.
Appreciate your feedback.
Customer can anticipate to a project, he can login to the customers area, view tasks, add comments, add files and even create new tasks related to the project.
Don’t hesitate to open a support ticket at https://my.perfexcrm.com if you have further questions.
Regards.
Hello Team,
Are you planning to add support for a image field and a gallery image field for items/estimates/invoices? If yes, when?
Thank you for your work.
Hi.
At this time images for items is not planned, sorry.
Regards.
Please I want landing page redesign
Hi.
If you are referring for the customers area, you can create a custom theme as explained here: https://help.perfexcrm.com/customers-templates/ and apply your own design.
Regards.
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.
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