10698 comments found.
Hello, After the update, all tasks are now displayed in the projects. Previously, the completed tasks were hidden. How can I restore the original status? It would be good if the settings were not simply changed after an update.
Then I have another problem. I create a customer and click on Create contact. But instead of creating a contact for this customer, I return to the overview, the customer has been saved, but I now have to search for it manually to add a contact to it.
These are two things that occurred after the update and are annoying.
I hope to receive feedback on how to improve these bugs.
Thank you very much
Hello,
1. You can create a new default filter that applies this rule and everything should work fine.
2. 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
we miss version 3.1.2 do download
URGENT : The perfex crm script does not work after auto-update : I have an error 500.
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.
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
Good morning, please, I appreciate my license being released. I’m going to proceed with upgrading our domain to a new one, along with a fresh installation.
After the update when click on Dashboard it throws HTTP ERROR 500
Hello,
Kindly update your installation to the latest version and everything should work fine.
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
After upgrading to 3.1.4 the result is the same Dashboard it throws HTTP ERROR 500
After the update, the start time from tasks appears like: 1707949440
Can you fix it?
Hello I would like to test the appointments calendar system
https://codecanyon.net/item/appointly-perfex-crm-appointments/25459077there is a way to do it ?
thanks
Hello
You will need to get in contact with the author of the module to assist you with this.
Regards
with the new version 3.1.2 email capture for tickets does not work. setting an email stops the cron job if you set an email on /admin/departments Email to ticket configuration – PHP Fatal error: Class app\\services\\imap\\Mailbox contains 1 abstract method and must therefore be declared abstract or implement the remaining methods (Ddeboer\\Imap\\MailboxInterface::renameTo) in /htdocs/application/services/imap/Mailbox.php on line 24’, referer
Hi,
When creating proposals, we can use templates. The template editor is similar to Word. Is there any way we can create a template like PowerPoint (essentially, ensuring styling per page with our proposed details)?
Please let me know or suggest any other methods to achieve this.
hey in the new update, the filter option dont hve filter by members: https://prnt.sc/M4Lkl-SpZxa0
The filters in old crm were more easy to use and was habituated. Any chance that I can ignore filters thing and get rest updates?
please answer to both the above.
We update the latest version but we can filter by customer
Hello,
kindly provide more details on the affected filter so we can look into this for future updates.
Regards
You can’t create filter by customer. We want to filter Invoices,Payments,Expenses by Customers
Below you can see the screenshot that you dont have a choice to create filter by customer
https://ibb.co/6nXCk1QHow long does it take to get any answers for you? Through your website I posted a message asking for custom Zapier. I got an email after many days that someone will respond back…. seriously you promote custom work but how many weeks/months do we have to wait to get any answers???
Hi.
1. We offer daily support at https://my.perfexcrm.com, I was unable to see any tickets, feel free to reach out if you have any questions, we will be happy to answer.
2. If you search through the comments related to custom work, you can verify that we DO NOT offer custom work.
Regards.
tbllistemails does not exist. if GDPR is enabled and you delete a client
Hi.
Thanks for pointing this out, we will fix it in the upcoming update, as a workaround, you can try to active the Surveys module.
Regards.
Hi, I’m considering to purchase another license of Perfex CRM. But first I’d like to know if this is possible:
I’d like to create a lead when a prospect fills my WordPress website contact form. I need to keep using my contact form plugin, I can’t use the form that Perfex CRM creates to do this. Is this possible? If so, how?
Also, is it possible to create a contract that the client has to sign when they are at my shop and then send the signed contract to their email automatically?
Thank you
Hi.
1. You can achieve this by following this guide: https://help.perfexcrm.com/import-leads-from-wordpress-contact-form-7/
2. You can create a contract that the clients has to sign in Perfex CRM, you can use the contracts feature.
Regards.
Hi, if the Perfex CRM is open source then why you are selling it. It should be free
any answer?
Hi.
The code is open source not the license. After purchase you get the full code (not encrypted) and you can modify to fit for your needs. Additionally about licences you can read more here: https://codecanyon.net/licenses/standard
Regards.
Thanks for the Answer, one last question. If I buy this code from you, can I Host the end product on 2 sub-domains for 2 different customers?
is it posisble to use modules to replace the built in ticket system with a 3rd party solution? I want to use supportpal.com instead
Hi.
The easiest way is to embed this service in an iframe or if they have API, you will need to create a module that will be wrapper around their API, otherwise, I don’t think that will be possible.
Regards.
Hello! The fields for neighborhood and number are missing from the customer registration
Hi.
You can create a custom fields in Setup->Custom Fields, make sure to check that this fields should be displayed in the customers area in order to be shown on the register form.
Regards.
Thanks! But it’s not official and need to change tab to use this field. Number and neighborhood it’s import to send the bill.
Hello.
How can we add a contact to multiple projects? What if the same contact has multiple businesses?
Best Regards
???
Hi.
Unfortunately Perfex CRM does not support multiple companies/contacts for project, sorry.
Regards.
hi, how enable auto response when receiving ticket (thank you for opening a support ticket bla bla)
Hi.
This is already enabled by default when a customer opens a ticket. Perfex CRM sends the “New Ticket Opened – Autoresponse” email template.
Make sure that this template in Setup->Email Templates is enabled.
Regards.
Hi there,
Looks like a but busy here, I hope this message will get over to you 
Every update I have to change some code to the model: Tasks_model.php : 1572
if ($status == static::STATUS_COMPLETE) { $this->_send_customer_contacts_notification($task_id, ‘task_status_changed_to_customer’); }
Any chance you can add option there to select which task status will send to the customer? I don’t want to spam the customer with endless emails whenever i start on task, finish it and start again or need feedback. Simple solution getting that array from settings somewhere would be awesome.
Kind regards Jerzy
Hi.
I do appreciate your feedback, we will try to add such option in future updates.
Regards.
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