10698 comments found.
During the creation of the invoice we cannot know if the quantity is sufficient on the inventory module
and like that we have a difference between the invoice and the delivery note
Hello,
You will need to contact the module developer to help you with the issue, as unfortunately, we are not able to provide support for third-party modules, we provide support only for our own modules and Perfex CRM.
In this case, the module developers are providing support for their modules/items.
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 can’t renew because i have issue with client and you must help me to find solution or refound me
Hi,
Just bought your system.
I’d like to run it Xampp for testing first. After install I get HTTP ERROR 500
I followed the guide here: https://help.perfexcrm.com/404-not-found-after-installation/ Also followed this guide: https://www.perfexcrm.com/knowledgebase/xampp-installation/I have also tried making sure in the httpd.conf file (and Xampp file) to change AllowOverride from None til All.
Few minutes ago I uninstalled Xampp and installed again. Same issue.
What could be my problem? Thanks in advance
Hello,
We already responded to your support ticket.
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
Hello. I like your app, very nice. Do you think it will be possible in future versions to upload files in project into folders?
Hello,
Unfortunately, not at this time
Regards
hello perfex team! Do you intend to natively include some data information in customer records in the next updates, such as;
address number, neighborhood, Address complement.
Hello,
You can achieve this using custom fields by following this guide https://help.perfexcrm.com/custom-fields/
Regards
Which module should I get to add to the product in the invoice.
Hello,
Not sure I understand your request, kindly provide more details. Here is more information on invoices https://help.perfexcrm.com/category/sales/invoices/
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 to all the team, I get this error message when I try to update, I am on vps with aapanel, I changed the permissions but it does not work.
https://prnt.sc/YQ6cpJa3lrQMHello,
All files must be with permissions 0644 and all directories/folders must be with permissions 0755 and the files and folders must belong to the user and group responsible for managing the webserver e.q. in most cases it’s the www-data user and group.
Files permissions are not set by Perfex CRM, your OS and the user sets the permissions.
If you are not familiar with this it’s best you get in touch with your hosting provider as they will be in the best position to assist you.
Regatds
helloo all :
I use the trial version and I was impressed with this work and I will buy it soon, but before purchasing I faced some problems, including: When I export anything on the site to PDF format – anything – clients, invoices, accounts, anything, this problem clears up for us as shown in the picture below – what is the problem? How to solve it – I tried to change the font type as shown in one of your responses to some clients, but it did not work, and this problem is only with the PDF format. The rest of the formats work well.Welcome I use the trial version and I was impressed with this work and I will buy it soon, but before purchasing I faced some problems, including: When I export anything on the site to PDF format – anything – clients, invoices, accounts, anything, this problem clears up for us as shown in the picture below – what is the problem? How to solve it – I tried to change the font type as shown in one of your responses to some clients, but it did not work, and this problem is only with the PDF format. The rest of the formats work well.
Program language: Arabic
https://prnt.sc/Y5_d1c-28qXGHello,
This can happen if the font you configured does not support those characters. You can resolve following this documentation pdf Customization | Perfex CRM
Regards
Hello, I really liked it but I think the factor that we are not going to buy is the layout, it is very old it looks like a column site, do you intend to improve the layout, graphics etc?
Hello,
We already recently improved Perfex CRM design and there are no plans for another one anytime soon.
Regards
Hello everything is fine? I’ve been using your system for a few months now, I’m really enjoying it, but I would like to know if you have plans to improve the system’s layout and make it more modern.
Hello
Perfex CRM already looks modern, if you have specific suggestions please create a support ticket at https://my.perfexcrm.com we will be happy to assist you and give you further instructions.
Regards
Hello, this pertains to a sales inquiry. While reviewing the demo, I noticed that the client is required to enter the phone number twice during registration. Could you please provide guidance on this? https://prnt.sc/prbFq-ETD_an
Hello
These are separate numbers, the company number and the contact creating the account number.
Regards
New bug report: Now the invoice (html) no longer takes into account the assigned language, everything is reported in English, the pdf on the other hand works correctly and takes into account the assigned language.
Hello,
We have not received any such reports, Please create a support ticket at https://my.perfexcrm.com we will be happy to assist you and give you further instructions as It would be difficult to assist you via the comments section.
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
And therefore even if you have not received other reports, you do not check whether this is actually the case. Please consider that I am reporting bugs and nothing more, I expect you to tell me that it will be fixed in the next update and not instead remind me to renew support.
Thanks!
After updating and forcing PHP 8.0 to update:
1. Now, the company name is not showing in PDF invoices and quotations after updating to the latest version.
2. When you want to view the invoice, it shows the error “can’t currently handle this request. HTTP ERROR 500”
3. Some modules give errors: Deal management module error: class=”poly-quick-pin poly-quick-access-menu-pin”>
4.
i had to downgrade, but but thanks God i still had the previous version on my server
thanks, solved now!
Thanks for fix milestones and other bugs!
Now company name not showing in PDF invoices and quotation after updating to the latest version.
Hello
Please create a support ticket at https://my.perfexcrm.com we will be happy to assist you and give you further instructions.
Regards
Presale Question, any planned integration for Payfast?
Hello,
Unfortunately, not at this time.
Regards
I would like to confirm whether these features are included in this CRM.: Main features of an off-the-shelf CRM system
1. Contact Management
2. Lead Management
3. Opportunity management
4. Sales performance management
5. Reports and analytics
6. Sales forecast
7. Automation and workflows
8. Campaign Management
9. Mobile-Friendly Support
10. Roles and permissions
11. Approvals and contracts
12. Document management
13. Supplier Onboarding Workflows
14. Supplier Approval Workflows
15. Supplier Reports and Dashboards
16. Integration, flexibility and customization
????????????????
Hello,
You can explore the demo here https://perfexcrm.com/demo/admin to confirm Perfex CRM meets your requirement.
Regards
Good morning, I have my license installed on the same subdomain. I did a new installation, but I can’t download the update.
Hello,
Please create a support ticket at https://my.perfexcrm.com so we can investigate this directly.
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-Sale 1. I want manage our WhatsApp, Chat, Email Enquiries on a CRM system rather than Excel ie for follow up, blasting enquiries, etc Can your CRM do? if yes can i have a demo?
2. do you have webhooks and APIs to connect additional channels like WhatsApp etc
1. Unfortunately, not at this time.
2. Perfex CRM does not come with API and webhooks; however, you can perform a search to see if there is a module that fits for your requirements. Here is a quick link for the search: https://codecanyon.net/search/perfex
RegardsI have an error 500 when i go to the dashboard
There is many HTTP ERROR 500 what happen ?
Hello,
We did a test and we cannot reproduce such issues. Please create a support ticket at https://my.perfexcrm.com so we can investigate this directly.
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
For reporting bugs I don’t think it is necessary to renew support, you should indeed be grateful for the reports, see the bug about milestones which I also detailed to you with a video . You took so long to respond that you didn´t even realize that the bug was fixed in the last update 5 days ago. Regards
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