10697 comments found.
Hi there,
Great tool and we are so happy to use it.
We would like to add “Client Names” to the task notifications so our team members can easily identify the related client. Could you please let us know which PHP file we should customize for this?
Additionally, is it possible to stack the tasks if they’re from the same project or client? Currently, employees receive a notification for each update, which is becoming overwhelming.
Thank you!
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
Hello, are you planning to migrate to the Laravel framework? I see you’re currently on Codeigniter, is there any advantage to that?
Hello,
There are no plan for this. We are happy with the customised and inhouse managed version of Codeigniter we use.
Regards
Merged to Windows Server, looks like it doesn’t work with IIS (App_modules.php): Failed to open stream: Permission denied)
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
Hello, good day, if I buy another license, can you help me by telling me how to add this button to the payment methods?
<!DOCTYPE html>
<html lang=”es”>
<head>
<meta charset=”UTF-8”>
<meta name=”viewport” content=”width=device-width, initial-scale=1.0”>
<title>Botón de Pago</title>
<!- Enlace a la hoja de estilos de Font Awesome ->
<link rel=”stylesheet” href=”https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.0.0-beta3/css/all.min.css”>
<style>
.btn-pago {
background-color: #28a745; /* Color verde /
color: white; / Color del texto /
padding: 15px 25px; / Espaciado interno /
font-size: 16px; / Tamaño de la fuente /
border: none; / Sin borde /
border-radius: 5px; / Bordes redondeados /
cursor: pointer; / Cursor de puntero /
text-decoration: none; / Sin subrayado /
display: inline-flex; / Flex para alinear ícono y texto /
align-items: center; / Alineación vertical /
}
.btn-pago:hover {
background-color: #218838; / Color verde oscuro al pasar el ratón /
}
.btn-pago i {
margin-right: 8px; / Espaciado entre el ícono y el texto /
color: white; / Color del ícono /
}
.titulo-verde {
color: #28a745; / Color verde /
font-size: 24px; / Tamaño de la fuente del título /
margin-bottom: 20px; / Margen inferior /
text-align: center; / Centrar el texto */
}
</style>
</head>
Realiza tu pago online seguro y rápido
Pago VirtualHello,
Unfortunately, the support does not cover customisations.
You can add your custom payment gateway following this guide https://help.perfexcrm.com/module-as-payment-gateway/
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 want to see the invoices for May. How can I do that? You only provide a filter for invoice dates, not for invoice months.
Hello,
You can filter for invoices between the start and end date of may.
Regards
I am experiencing an issue while attempting to upgrade my system. The upgrade process fails with the following message: “Update failed for some reason.”
Furthermore, I am unable to re-download the necessary files because my purchase key has already been used. When I try to click on the provided link to send an email and get my purchase key removed from the upgrade log, the link does not work.
Could you please assist me with the following:
Resetting or removing my purchase key from the upgrade log.
I have 2 License version and i have having similar problem – a query was raise on – To upgrade@perfexcrm.com on 2024-05-24 22:58 still no response?
hello,
The request are automatically processed by the system and you should have been able to attempt the update again. If your server is having issues with automatic update, you can perform a manual one following this guide https://help.perfexcrm.com/manually-update/
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
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?
Hello,
We checked and this works fine.
Regards
Great CRM, love it!
We want to get installation support
urgent please
Hello,
We saw you closed your ticket after we responded. 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
I regret to say that my experience with Perfex support has been incredibly disappointing. From the beginning, their response to my issues has been nothing but a series of messages and links that offer no real solutions. Every time I reach out for help, I am met with generic responses that do not address the specific problems I am facing.
What’s more frustrating is that they have refused to access my system to understand and resolve the issue directly. This hands-off approach is entirely ineffective, especially for more complex problems that require a detailed, hands-on investigation. As a result, even minor errors remain unresolved for extended periods.
This lack of practical support is a huge mistake on their part. It makes me question the value of purchasing from Perfex in the first place. If they cannot handle small issues, I shudder to think what would happen if a significant problem arose.
Overall, I am deeply dissatisfied and would caution others against investing in Perfex. Their support is unhelpful and does not provide the necessary assistance to ensure their product functions correctly. Save yourself the trouble and look elsewhere
Do you offer customization services? I like the CRM, but I want to integrate some school management features. Please let me know if you offer such services. thanks
Hello,
Unfortunately we do not offer customisation services.
Regards
hello sir
i need to buy this crm but i need to ask if i can or you can remove start from list lead Convert to customer please check attached link
https://snipboard.io/6KcZXq.jpgHello,
Unfortunately no, these are required for Perfex CRM.
Regards
Hi, Can you show me the api documentations on how to add a payment gateway that integrate with the subscriptions? Stripe is not supported in my country.
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
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