Dear Perfex team, i am using your software but it has a huge flaw of not assigning protection to contracts and proposal, atleast contracts that are signed by customers should not be public with link. They should login like they are required for seeing invoices, due to thsi problem all contracts and proipsoal are public and anyone given one link can share that to anyone without any login requirements. How can p[ropsoal and contarcts be a public linka nd doesnt require clients to login to their account. If this is possible like we can manage invoice acess please let me lnow, if not possible you should do this ASAP

hello, I created a ticket, pls help

Pre-sale: Any plans to upgrade Codeigniter framework 4? If yes, when?

Why now the company name does not show in proposals? Instead, it shows the main contact name

why can’t you choose which fields are mandatory? e.g. in the leads, the city and the company name…

Hi, I’m planning to purchase the Perfex CRM website script. By the way, I wanted to ask, does your website script include Branch Company feature? What I mean is if I have a company and I have branches, then am I (as the owner of the main company) able to view all project reports being worked on by my branch offices?

Is it possible to do this with this website script?

Hi, there is a bug on @mention:

On desktop work perfectly on mobile not work. Do you have a quick solution that our dev can apply?

good

HI,

Testing the demo site, there seems to be a bug with the leads header color in Kanban view. It will not save the color, as someone else suggested previously was happening with the Milestones.

Thanks,

I want to change my domain name. Do I need to get a new license? What’s the process?

Bug report – sorry for posting here but support expired. When using the site search in the top bar, knowledgebase articles link to the “edit” article view rather than the “view” article.

Hello, i’m interested in purchase this, but i need to integrate with Bookly Plugin for manage appointments and customers.. ¿is it possible? or Perfex has this feature?

can we give a user with regular licensed i have 10 clients ???

Hy , I have 1 question based on the orders that are returned back , In my country , Romania , when a client pays us and for some reason wants to return the product we make a return Invoice that shows up whit -10.00 (price) and it’s a invoice with status returned .

I use your crm but , I do not see anything like this there , I have there only the option to cancel the invoice .

What is the protocol there when a order is returned back , this question is that we keep up with accounting .

Hello,

Is it only administrators can import leads?

Or is there a permission to set to allow a user to import leads?

Thanks!

Guys my support has recently expired, I have updated to the latest version & ever since I am getting this error:

Cron Job Warning It looks like your cron job hasn’t run in the last 48 hours, you should re-check if your cron job is properly configured, this message will auto disappear after 5 minutes after the cron job starts working properly again.

I have done a test in: setup/settings/email. & this arrives to my inbox.

I am just wondering is there any trouble shooting that you would suggest to resolve this as I am not sure if my invoices will be sent?

Is there any chance you can point me in the right direction to resolve this?

Hello. I have few online shops and I want to combine all my products, orders and clients at one place automatically. I need an inventory option. I need also to build different forms for leads and to receive all the details inside the system. Is there an integration for woocommerce, joomla and other platforms and is there a way to make all this possible?

Please advise me. I want to integrate the system with a telegram bot. The bot is already there. You need to connect an existing bot to the CPM so that the bot administrators can conduct dialogues with the bot’s clients through the CPM system. How can this be implemented?

Pre sales inquiry

Looking to purchase mulitple modules and addons, along with base CRM

I need to have below features in my installation – Accounting, Dashboard, Customers, Sales, Purchase, Expense, Contracts, Manufacturing, Reports

What are default models included in Perfex CRM?

If I purchase below add on, will this suffice my needs mentioned above? And are there any special discount available, please ?

• Purchase Management
• Inventory Management
• Manufacturing Management
• Accounting and Bookeeping for Perfex CRM

This new filter is very good, but the only thing missing is documentation showing how to use it dynamically. Example: due date smaller than the current date without having to select the date but always get the current date. How to make these advanced filters?