How to remove the ability to edit old messages in support. Otherwise, the employee can take and change all the messages of customers to his taste. That’s not the case.

I have updated to latest version and it is failing to convert the proposal to invoice, nor it is creating invoice. I don’t have support renewed but need help if you can. Other things are working, it seems. But not the invoice module

Dear MSTdev Team,

I hope this message finds you well. I’m diving into the world of script development alongside some exciting mockups for my digital agency. But amidst this exhilaration, a few questions and responsibilities have come knocking, and I’m eager for your guidance.

1. As I explore the ins and outs of licensing, I find myself at a bit of a crossroads between the regular and extended options. Right now, my plan is to kickstart this CRM adventure within my agency’s subdomain, dreaming of expanding it into a full-fledged SaaS platform, or CRM, called Offic*.oi. Can you lend some advice on which license would best suit this journey? Should I stick with the regular or go all out with the extended?

2. Also, I’m mulling over the hosting side of things. Currently, I’m cozy with Hostinger’s Shared Hosting, but I’m a tad worried about how well it’ll play with the script. Would upgrading to a VPS server help avoid any future headaches? And if so, what perks would I gain from making the switch?

3. Looking ahead, I can sense the need for flexibility as our client base grows. If a client, whether an agency owner or anyone else, wants to swap out our subdomain for their custom domain, how can I smoothly make that happen?

4. In the world of payments, having a variety of payment gateways is crucial. Can the script seamlessly integrate with SSLCOMMERZ, BttPay, Authorize.net, PaySpace, or 2Checkout? This feature is essential for our day-to-day operations.

Finally, we have chosen Perfex CRM along with its three modules: Perfex CRM, Perfex CRM SaaS Module, Perfex CRM Wallet Module, and Perfex CRM Affiliate Module. Here, the total cost is $243, which is a significant sum for us. The entire expense of implementing Perfex CRM and all of its components seems a little daunting. Exist any special deals or packaged packages that could ease our agency’s budgetary burden?

Your guidance and support mean the world to me as I navigate through these questions. Thank you for your time and assistance.

Warm regards, Raju

FEATURE REQUEST: When creating an invoice can you please add a dropdown where we can select which contacts it should be sent to? And maybe allow us to add other emails? Thank you!

hi please check my ticket #20012

Hi, can add multiple project in one project. Thanks

Hi i just set up CRM but my email is not working i tried every thing … google and microsoft its missing https, so its also not working SMPT and Mail is also not working i have contacted you from your support page also but no answer till now… please help

This is not a support case, this is a request. Wouldn’t it be a bit nicer if invoices and offer texts went all the way to the right, or at least more to the right than they do now? https://i.ibb.co/PQDP14Z/Bildschirmfoto-2024-03-07-um-10-00-15.png

im looking for some customization can you contact me on majimaj1 for skype .. there are so many scammers on fiverr that ive hired and never completed things i need some one solid .. can you refer me a developer if your not able to do this

2. i need a way for employees to be clocked in to timestamp and payroll upon loging in .. opening a project and then clicking time start is kinda useles ..

is there a way to let employees login with biometric facial recognition .. this is a big missing feature for your platform

Quick create task doesn’t work.

Hello,

i have question please

i need to have more the 2 number after virgule

if it’s possible i will renew the support and if not a will try to find other solutions

Is there an option to have reCAPTCHA on quotes form?

Auto Update available?

Can you add https://www.mindee.com/ as a supported service to automatically create expense based on the uploaded expense PDF? This software is starting to look too old compared to others. Please add more automation solutions

Hello, I was testing the demo site and I see that the subscription area does not include offline payments, like we have some clients who pay in cash and we wish to select offline payment method in that case. Is there option available to this or I missed something?

I can see a major but on your tool. I thought you will fix that with last release but it was not done.

When you open public ticket form, it doesn’t open correctly for some tickets. Even you can check that in your demo. Open https://perfexcrm.com/demo/admin/tickets/ticket/2 and https://perfexcrm.com/demo/forms/tickets/fe01ce2a7fbac8fafaed7c982a04e229, uyou will see both are different tickets.

Also, I was expecting few more features in your last update, can you confirm if you are going to consider this. If not, I have have to switch over to other tool. Below are the features I am talking:

- Can we have an option to reply as note for support ticket so that will be visible only to staff. Current note doesn’t allow us to write under last reply or particular reply of support ticket. This can have a mention staff feature too.

- Auto conversion from proposal to invoice. Can this feature be added where I the proposal can automatically be converted as invoice when user accept proposal?

I have been using PerFex for last 3 years but above improvements I have been waiting for long but I am disappointed now as these important features were not considered.

Dear MSTdev Team,

I hope this message finds you well. I’m diving into the world of script development alongside some exciting mockups for my digital agency. But amidst this exhilaration, a few questions and responsibilities have come knocking, and I’m eager for your guidance.

1. As I explore the ins and outs of licensing, I find myself at a bit of a crossroads between the regular and extended options. Right now, my plan is to kickstart this CRM adventure within my agency’s subdomain, dreaming of expanding it into a full-fledged SaaS platform, or CRM, called Offic*.oi. Can you lend some advice on which license would best suit this journey? Should I stick with the regular or go all out with the extended?

2. Also, I’m mulling over the hosting side of things. Currently, I’m cozy with Hostinger’s Shared Hosting, but I’m a tad worried about how well it’ll play with the script. Would upgrading to a VPS server help avoid any future headaches? And if so, what perks would I gain from making the switch?

3. Looking ahead, I can sense the need for flexibility as our client base grows. If a client, whether an agency owner or anyone else, wants to swap out our subdomain for their custom domain, how can I smoothly make that happen?

4. In the world of payments, having a variety of payment gateways is crucial. Can the script seamlessly integrate with SSLCOMMERZ, BttPay, Authorize.net, PaySpace, or 2Checkout? This feature is essential for our day-to-day operations.

Finally, we have chosen Perfex CRM along with its three modules: Perfex CRM, Perfex CRM SaaS Module, Perfex CRM Wallet Module, and Perfex CRM Affiliate Module. Here, the total cost is $243, which is a significant sum for us. The entire expense of implementing Perfex CRM and all of its components seems a little daunting. Exist any special deals or packaged packages that could ease our agency’s budgetary burden?

Your guidance and support mean the world to me as I navigate through these questions. Thank you for your time and assistance.

Warm regards, Raju

I have been checking the demo. There is no place from where customers can update their credit card on subscriptions? I create a customer and subscription and logged in but still nothing. The credit card menu item does not display as mentioned in this article. Do you have this functionality or am i mistaken?

https://help.perfexcrm.com/subscriptions/

I configured and enabled the stripe key. I have Stripe Checkout checked on my bill, but I don’t see a payment button on my bill. why?

hellllooooo

I tested all the font and the problem remained the same, there is no change.

Which type of font solves this problem in your opinion?

https://prnt.sc/Y5_d1c-28qXG

thank you .

program languge : arabic