10698 comments found.
Hi, we need help and created Ticket #20105, kindly check. Best Regards
Hello,
We already attended to your 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
How can I give permissions to “Confirm Registration” to another staff ?
I’m interested in being able to give someone else from the staff permission to confirm new customers who register. How can I do ?
tax 2 was not adding import item
Hello,
Can you please open a ticket at https://my.perfexcrm.com and provide more information about the issue you are experiencing?
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
When creating Customers, can we remove the delivery address fields?
Hello,
Unfortunately, not without customising your installation.
Regards
Hello,
If we have a project and set this one TASKS HOURS BASED ON TASKS HOURLY RATE Normaly all tasks inside this project are calculated and all stats are calculated too this is working fine. But if we create a Support ticket inside this project AND inside this ticket we create Task or multiple tasks this is not calculated ? Could you please check this BUG ?
Kind regards
Hello,
Can you please open a ticket at https://my.perfexcrm.com and provide more information about the issue you are experiencing?
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, just want to check if the paypal and paypal smart checkout support multi-currency different fixed and percentage fee?
Can you please confirm how to show “4% extra” type of thing if i opt for two options pay pal as well as bank transfer, and i set if payment with paypal gateway, its 4% extra charge?
Where is support? I just added the March update and now i cannot get the accept proposal button to work. I can click decline and download proposal, yet accept proposal does not seem to function. I have emailed as well over a week ago ( no response)
Hi.
I checked our support portal and noticed that there is only one ticket from your account which was replied the next day.
Can you please open a ticket at https://my.perfexcrm.com and provide more information about the issue you are experiencing?
Regards.
If a client has multiple projects, each with tasks, is there a way for them to see a total list of ALL their tasks?
Hi.
At this time not, the tasks are displayed only per project which is more beneficial for the client to see the tasks related to the project he is interested.
Regards.
after upgrading a lot issues found
Hi.
We were unable to determine any issues, it would be more helpful if you describe the issues you are experiencing.
Regards.
Hi, pre purchase question: I can’t seem to find any place to change currency in demo version. Can you please advise?
Hi.
You can achieve this in Setup->Finance->Currencies.
Regards.
I found few bug and i reported few months ago but still same issue is there
Hi.
We were unable to find any tickets from your username, don’t hesitate to get in touch if you need help.
Regards.
The Request below is great! Come on, day 3 asking and no response.
Hi, How to disable EXPORT BUTTON AND BULK ACATIONS from leads? https://prnt.sc/HzxlcxX8WZD6
Hi.
Please note that the comments section is intended for pre-purchase questions only, we offer daily support at https://my.perfexcrm.com.
1. The export button cannot be disabled specifically for the leads table, but you can disable export functionality for all non-admin users in Setup->Settings->Misc->Tables.
2. Bulk actions can be performed on records the staff is able to see, currently there is no ability to disable bulk actions for tables.
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.
thanks man!
EASY FEATURE REQUEST I’ve been using Perfex since 2017 and I’ve always really liked it. I just think I could improve some features a little that wouldn’t require much work or time to develop. Here are some feature requests that don’t need modules to solve:
>> Multiple pipelines. << Today many companies use Inside sales, and the sales funnel of an SDR is different from a CLOSER and different from Customer Success.
There could be a way to create, edit, delete different funnels (pipeline) and assign categories to agents for each type of funnel.
It would be the >>automation of Leads<<:
If an action such as status, note or task on the lead is performed (created, deleted, edited) then do an automatic action such as: change the status of the lead, add a note, create a task) simple things within the system, to something more An elaborate module would be better, but simple things could have this function.
>>Automatic lead distribution<<
For each new lead that arrives in the CRM, you can activate the option in the lead configuration, “Distribute leads automatically?” Then it would automatically deliver the leads to the selected agents, seeking to perform a queue and equal distribution without repeating the lead to an agent without everyone having received it. In this function, you can choose whether the order is random or alphabetical and whether there is an agent who should prioritize delivery or receive more leads than others and define how many more.
This way, every time a new lead was created, this distribution to the sales team would be automatic, essential in a CRM nowadays.
>> Multiple pipelines. << For exemple: On lead setup menu, create, delet or edit funnels and lead status become a sub menu from lead funel because every funnel has diferent status on the sales journay. And also add agents related to the each funil,like a dropdown multi selecte menu.
On lead screen a dropDown single select menu to choose a which funnel show, in every selection display the selectd funnel pipeline bellow
Hi.
Appreciate your feedback, your requests are noted for further review.
Regards.
Hello, my import of emails via IMAP has created all the tickets with unformatted HTML, below is a printout so you can understand better. I have been using OTRS, but would like to switch to Perfex.
https://prnt.sc/gxplAFk7JOk2Hi.
Please download latest files from Codecanyon and replace the application/services/HtmlableText.php in your installation.
Regards.
I’m thinking about buying Perfex CRM, however I noticed that they are using codeigniter 3 (a very old version and many bugs have been reported but not resolved..)
Are you planning to upgrade to codeigniter 4?
Hi.
We are already using an improved and internally maintained version of Codeigniter 3 for Perfex CRM.
Sure, if it makes any difference for Perfex CRM, we will do.
Regards.
Is it possible to disable manual timesheet entries and force users to use timers only?
Hi.
At this time it’s not possible to disable manual timesheet entries, if the staff is assigned to the task, he will be able to enter timesheet manually.
Regards.
Attention! The developers obviously can’t keep up! CRM is not designed for the future.
e.g. the tcpdf is only suitable for PHP 7.4 but not for 8.0 as perfex wants it to be. In addition, you point something out and the feedback is: Buy support!
Hello.
I’m not sure of the purpose of this comment, are you trying to get my attention to provide support even when your support has expired?
FYI, there are 15 000 active installations using PHP 8.0+, 4000 are on php 8.2, and PDF generation works perfectly fine.
Our demo is on PHP 8.1, and PDF generation works.
If you check TCPDF PRs and commits from the past year, you will be able to see that they have made tons of enhancements for PHP 8.0.
If you need help, just ask for it, no need to post false comments.
Regards.
Hello! What are your plans for the future? we are still waiting for tasks estimations etc.
Hi.
We always improve and add new features for Perfex CRM, unfortunately it’s not possible to fulfill all the requested features, if there are any features that are key to your requirements, you will need to perform customization.
Regards.
I’m evaluating Perfex and Rise for my design agency. Where my customers need to have the following features. 1. Customers pay a monthly (stripe) subscription upon account registration. 2. Customers need to be able to create projects themselves. 3. Customers need to be able to create milestones themselves. 4. Customers need to see the tasks in a kanban view with task statuses as columns. (To do, doing, review, done)
Is perfex capable of these features natively, with plugins, webhooks, zapier, make.com, wordpress plugin etc.?
Unfortunately these features are not available in Perfex CRM, you will need to customize your installation in order to achieve this.
This item was featured on CodeCanyon
Power Elite Author
Contact the Envato Market Help Team
