Hello Support, i have opened up two issues on the ticket page, no feedback from you!!!!

Pre-Sales question. I am currently using Perfex CRM, wish to get another license and have a query regarding the functionality related to generating PDF documents for cash payments.

I understand that Perfex CRM allows for the recording of cash payments, but I would like to inquire if there is a built-in feature or setting that enables the generation of PDF documents specifically for cash payment records. Essentially, I am seeking to customize the PDF template used for cash payments to ensure that the generated documents clearly indicate they are for cash payments, rather than invoices.

Could you please confirm if Perfex CRM offers such functionality? If not, do you have any recommendations or best practices for achieving this customization within the system?

Thank you for your attention to this matter. I appreciate any insights or guidance you can provide on this topic.

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issues how to solve?

Hi Dev, there is a bug in your online demo. I reported it 2 months ago but got no response. See below. Rach.

Well done with the script. It is very well polished.

After applying a credit note in your demo, nothing happened. No “credit note successfully applied” or “Would you like to remain on the Record Payment page or return to the View Invoice page?” (where credit note was applied to)

Make sense? It just leaves you hanging not knowing whether to apply another credit note, thus duplicating the credit!

So currently, if I click Cancel will that cancel the previous credit note entered? Or …? Should I click Save? It is not very clear. Is this an issue with the Demo restrictions??

It is a shame you cannot just “Apply Credit” and then click Full or Partial or Cancel. You have to enter the amount which introduces human error and extra steps. But if you could just apply a credit from the invoice, without first having to go to the credit note and linking it to an invoice (when already linked to a client), then that would make much easier and sensible, when a credit note needs to be applied.

Hi, Im unable to change currency in my prefex. It said because it used in transaction record when transaction or order are empty. How can I reset it?

Hi, I’m facing the issue, after update the version from portal, it doesn’t load the page properly for some pages, please advise how to fixed it

Hey Dev, Your requirements page do not mention any of the environment recommendations.
Would you please consider updating this to include RAM, I/O, and whether a caching system is preferred / compatible?

I had some bugs using the demo:
After applying a credit note nothing happened. No “credit note successfully applied” or “Would you like to remain on the Record Payment page or return to the View Invoice page?” (where credit note was applied to)

Make sense? It just leaves you hanging not knowing whether to apply another credit note, thus duplicating the credit!
So currently, if I click Cancel will that cancel the previous credit note entered? Or …? Should I click Save? It is not very clear….?

Q: Would you consider improving the system to click “Apply Credit” and then click Full or Partial or Cancel. Currently, you have to enter the amount which introduces human error and extra steps. But if you could just apply a credit from the invoice, without first having to go to the credit note and linking it to an invoice (when already linked to a client), then that would make much easier and sensible, when a credit note needs to be applied. ‍

Thanks!

Teen tiny bug. Adding groups on knowledge base articles. Hitting save button triggers no action visually, nor a message that group is created. Many copies of one group were created as a result.Now I have to spend the time deleting all of them, LOL. Windows 11, current, Firefox 123.0.1

A useful feature to consider for a future release. When setting up a recurring invoice for a future date, the Activity Log for the invoice shows its creation but nothing more. As the invoice date is in the future, when CRON runs each day to presumably process any recurring invoices with a date equal to the current date and sends these via email. There is not entry in the Activity Log or E-Mail tracking showing that the system automatically sent the invoice. Clients can claim they have not received it and I cannot prove otherwise.

Hi, I just installed my support site. When I test creating a ticket to my testing client account, the client and admin receive email notifications. Is it normal for the system that when there is a new reply from clients, it will show on the bell icon next to the clock icon? Am I missing something in the settings? Thank you.

can I add a filter in a hyperlink. For example I have a filter created Important_Customers. Can i filter like this www.mywebpage.com/admin/clients&filter=Important_Customers

Hi, I am interested to buy but I’ve found an Issue related to Currency Setup. We’re based in Muscat, Oman and our default currency is OMR which required 3 denominations after ”.” .. Example, 1.100 , 2.200 OMR .. I have checked demo and tried to add OMR currency which was successful. but the denominations remain 2 after ”.” e.g. 1.10 .. is there any solution for it?

Hi i am trying the demo but it has 2 factor authentication and says, code is sent to admin@test.com. can you please help in this regard?

Hi, Can i add offer percentage in every items in invoice?

Rise CRM is beautiful enough and has a number of features that Perfex doesn’t have. For example, built-in chat and extended permissions for who can write to and who cannot. Who used it? What is your opinion?

Is the multiple assignee and follower system for tickets in our development roadmap?

Hi,

Any module you can recommend for marketing automation?

Marketing Automation Module automates marketing actions or tasks, streamlines marketing workflows, and measures the outcomes of marketing campaigns.

Thank you.

Hi,

I just wanted to check in proposal -> Emails tracking if there are cc’ed in the proposal does it mean anyone cc’ed in the email that opens it will be marked as opened? or it will only marked as opened if it’s the main/to receiver opened it?

thanks

Any option that i can send customer link to upload documents? without login? for fast solution.

Dear Team,

We urgently need clarification on the following matters:

1) Could you please explain the distinction between the extended license and the regular license?

2) Are there any restrictions at the code level, functional level, or feature level based on the type of license?

3) Is there any mobile app in the price provided?

4) Will your team assist us in installing the entire project?

5) What is the cost associated with installation?

6) Are you available for customization requests?

7) What is the server requirements?

Is there any recommend plugin list for additional purchase?

Your prompt response would be greatly appreciated.

Thank you.