10704 comments found.
Good morning Is it possible to have developer documentation for perfexcrm? This is for developing a custom module. THANKS
Hello,
You can find this here https://help.perfexcrm.com/introduction-to-perfex-crm-modules/
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
Why is the PDF file in Arabic not supported while the rest of the system is supported rtl ? How can I implement this? Can you guide me?
Hello, I have a few inquiries. We’ve recently acquired and integrated the CRM, procurement software, HR, and Translation modules, all of which have met our needs exceptionally well. I’m wondering if there’s a module available for Request for Quotation? One where clients can seamlessly submit their requests directly into our software system. Additionally, are there features for email integration? Essentially, we’re looking for a solution where our work emails can be seamlessly integrated within the software. Users should have the flexibility to respond to emails either directly from Prefex or from their email client, with both avenues syncing seamlessly to prevent any data loss.
Hello,
You can achieve this using the estimate request feature https://help.perfexcrm.com/estimate-request/
For other modules, you can perform a search here https://codecanyon.net/search/perfex to see if any that meets your requirements
Regards
Hi,
I have submitted a ticket on May 12, 2024, and Until now my update problem weren’t fixed. Advise us, please!
My ticket Id= 20348
Wasn’t*
Hello,
I checked your support ticket and I can see you had follow ups already and it was resolved.
Regards
PRESALE QUESTION.
Hi, I’m really interested in your app. I did some testing on the demo and there is one thing that restrain me from buying. It’s about tax rates. My business is located in Québec, Canada. We are obliged to 2 tax rates and one of them is 9.975% (not 9.97% neither 9.98%). Seems like 3 digits after comma are not possible in PerfexCRM. In my case, and for all Quebec businesses, it’s a no brainer !! Is this something that can be fixed before I buy ? Or at least within the scope of a few weeks ? Thanks
Sorry to insist ! Any answer for me on this topic ? Thanks
” This author’s response time can be up to 5 business days. ” PerfexCRM
Sorry guys, my presale question did not require an extensive research on your side. If you cannot even respond to that, I cannot even imagine how long I will have to wait for real life support !! Your product looks really nice. Your support seems inexistant !
Hello,
Perfex CRM only supports 2 decimals out of the box. However you can open a support ticket at https://my.perfexcrm.com/ and we will be happy to guide you on how to achieve this.
We respond to support tickets daily in the support system at https://my.perfexcrm.com
The comments are for presale questions only, hence we focus majorly on the tickets in the support system only.
Regards.
razorpay supported?
new CUSTOMERS not saved. Tried both SAVE and SAVE AND CREATE NEW CONTACT BUTTON REDIRECTS TO: http://MYDOMAIN/crm/perfex_crm/admin/clients/client BLANK PAGE
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.
Regards
in the file manager, I cannot open folders, nothing works, double clicking, open on the menu, right click open, nothing, so I can only upload and select file sin the root. Is there a fix for this?
Hello,
We are not able to reproduce this issue, and do not have any similar reports
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
I would be happy to pay for support if it was worthwhile. But to date every time I have done so, I just end up waiting weeks and weeks for every time, and then my support expires and you close tickets so I cannot even reply to them. I then have to pay for support again just to re-ask the same question and go through the same process again.
hello,i have some problem with perfex crm client menu,when i click on contacts nothing show and it just loading
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.
Regards
Hi there can i use it for travel agency like itinerary builder and other functions which travel agent need please reply is it customizable ?
Hello
The best is to explore the demo and see if it suits your needs.
Regards
I’m creating the contract template BUT many company field does not work ex: {address},{phone}, {vat_number} .... Please help
Hello,
We already addressed your support ticket in the support system.
If you have more questions don’t hesitate to add more replies at https://my.perfexcrm.com/tickets and we will be happy to assist you.
Regards
Why is it not possible to send an automatic SMS when an invoice is created?
A pre-sale question
1. For customization, can we build a custom template that overrides the default template, similar to what we do in WordPress by creating the child theme and add customization to the templates created in the child theme so that we do not have to make changes to the original code? Keeping the original code as is will be good for future updates.
2. I have already added the product + extended 6-month support to the cart, and I know that support does not include customization, which is okay. But if we have to customize, will you guide us on how to go about the specific customization, as this is your product and you know the best. Here I am not talking about the detailed customization code, but kind of guiding possible steps
3. Just like “Leads,” is there a module for “marketing” and “products/services” so that when a lead is contacted primarily, it can be passed to the marketing team, and then upon closure, it can be passed to the product/service department/team? If not, then how can we achieve this?
4. Can we create custom statuses or edit the existing status (new, contacted, qualified, etc.)?
Hello,
1. You can do this following this guide https://help.perfexcrm.com/customers-templates/
2. We are not able to guide with customisations however, we documented information required to customise Perfex CRM here https://help.perfexcrm.com/category/customization/
3. Unfortunately, not at this time.
4. You can do this following this guide https://help.perfexcrm.com/lead-statuses/
Regards
Cant get access for you guys… keep getting server 500 error
Hello,
Please create a support ticket at https://my.perfexcrm.com we will be happy to assist you further instructions.
Regards
When i select permission for contact, it keep showing please wait….... without any action. but if i register the contact without selcting any permission it will create the contact within seconds. what might be the issue
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
I realized that your contracts are “freeform”, but I want to have the default header and footer that I use in invoice, proposal, etc. Is that possible?
Hello,
You can achieve this by creating template following this guide https://help.perfexcrm.com/contracts-templates/, which can then be reused in future contracts.
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 arabic will be support in PDF INVOICE and PDF fILES
Hello,
Ensure to use the correct font as documented here https://help.perfexcrm.com/pdf-customization/#pdf-font-family, and it should work fine. However, keep in mind that RTL is not supported in the PDF’s.
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
-Would Perfex be a good option for a language school to track students enrollment and management, as well as manage staff and financial data? -Can it be customized if we want to add some modules/fields?
Hello,
The best is to explore the demo and check for available modules that meets your specific requirements.
Regards
Can it be customized if we want to add some modules/fields?
We want to use this in a non profit, can we remove the client and billing stuff? For example when making a project it asks for customer and billing type which we dont have and dont want to look at
Hello,
Unfortunately, not at this time.
Regards
for each paragraph, which means there is no spacing between paragraphs, so it looks like a mess. How do I change this behaviour.
Hello,
Ensure you are not copying and pasting content from other editors and everything will work fine.
If you still have issues, don’t hesitate to create a support ticket at https://my.perfexcrm.com we will be happy to assist you.
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
i’m not copying/pasting, i’m just typing.
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