10697 comments found.
Question: Does you CRM have the option to include additional services in proposals, where clients can select the additional services id needed?
Hello
Unfortunately, not at this time.
Regards
I did buy this product, where can I download it again?
Oh, I did it again. Thank you.
Hello, please give us option to use the old UI, this new one is not responsive.
Hello,
Unfortunately there is no option for this. You can report any responsiveness issue in the support portal and we would assist you with it.
If you have more questions don’t hesitate to open a support ticket at https://my.perfexcrm.com
Regards
Getting error code 500 on update.
An uncaught Exception was encountered Type: Exception
Message: Settings section with ‘other’ does not exist.
Filename: /var/www/d67cdd94-44ee-4ac1-98d9-efbb4e7c8bb4/public_html/application/libraries/App.php
Line Number: 129
Backtrace:
File: /var/www/d67cdd94-44ee-4ac1-98d9-efbb4e7c8bb4/public_html/application/libraries/App_tabs.php Line: 49 Function: add_settings_section_child
File: /var/www/d67cdd94-44ee-4ac1-98d9-efbb4e7c8bb4/public_html/modules/products/products.php Line: 263 Function: add_settings_tab
File: /var/www/d67cdd94-44ee-4ac1-98d9-efbb4e7c8bb4/public_html/application/hooks/InitHook.php Line: 46 Function: require_once
File: /var/www/d67cdd94-44ee-4ac1-98d9-efbb4e7c8bb4/public_html/application/core/App_Controller.php Line: 13 Function: call_hook
File: /var/www/d67cdd94-44ee-4ac1-98d9-efbb4e7c8bb4/public_html/application/core/ClientsController.php Line: 21 Function: __construct
File: /var/www/d67cdd94-44ee-4ac1-98d9-efbb4e7c8bb4/public_html/application/controllers/Clients.php Line: 17 Function: __construct
File: /var/www/d67cdd94-44ee-4ac1-98d9-efbb4e7c8bb4/public_html/index.php Line: 319 Function: require_once
Any updates on this? I am stuck for last 3 days with 500. Not able to access my system. I thought the support team will help on these priority issues.
Hello
The issue is caused by a module you have installed, kindly get in touch with the author of the module so we can look into it.
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
Settings>Pusher.com take you to the pusher.com website and does not show Perfex setting page to enter the keys. You may see this on Demo too
Hello,
Kindly rephrase the question and send in the support portal at https://my.perfexcrm.com/ so we can assist you further.
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
It is clear that when you click on Pusher in Settings, the page to add credentials does not appear. This was something that used to work and looked like a bug to me.
Regards
Hello,
I was wondering if it’s possible to add external download links in the files tabs? For example, if I need to upload a big file but want to do it on an external tool like Wetransfer…since it’s still a “File”, I would like to keep everything file download things in the same tab.
Is that something possible to do?
Like having a button ”+ download link” and it opens a modal, you paste the download link, description, etc.
I know I could use the Discussion tab for this, but it would make more sense for me to keep every files organized in the Files tab.
Thank you very much
Hello,
Unfortunately, there is no option for this.
Regards
Is it not possible to change the default currency? I don’t see it anywhere in the demo
Hello
The currency used for transactions (invoices/estimates/proposals/contracts, etc) is the customer profile’s currency.
You can only bill a customer in one currency, The currency is automatically selected based on your default currency or currency set for the selected Customer you selected previously in the customer profile. If the currency for this customer is USD it will be automatically selected and cannot be changed,
You can find information on setting customer currency here https://help.perfexcrm.com/currencies/
Note: if you have already recorded a transaction (invoices/estimates/proposals/contracts, etc) for this customer you would not be able to change the currency, In this case, you will have to delete all previous transactions in other to change the currency.
Regards
Hello, How can I disable the mandatory start date for a task? I’m starting my first project and I have to enter about 300 tasks. I don’t have the start date for most of the tasks and the problem I have now is that I can’t enter any task because it forces me to provide the date (which is a negative surprise to me, because I’ve used more than 20 applications to manage projects and I’ve never had this major inconvenience in any of them). I really appreciate the help, since my work is practically stopped by this situation.
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
1. Page loading has become the hustle ever since the new updates regarding updating PHP to 8.3
2. Email templates have been displaying errors in codes
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
any module that I install in perfex 3.2.1, gives the error “Unknown status(0)” ... what could it be?
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
I don’t like the UI of the new update 3.2.0
Error.. Invoice is overdue by 2.4511119028704 days
Hello,
Kindly update your installation to the latest version to resolve this https://help.perfexcrm.com/version-3-2-1/
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
Estimates issue the same as everyone, that seems to be a capitalisation issue so should be easy to fix. but no one has mentioned this so I’ll mention our Timesheets report (/admin/staff/timesheets?view=all) is also giving an error.
DataTables warning: table id=DataTables_Table_0 – Ajax error
I know our support is finished, I’ll renew this soon. I’m a big fan of the updates but you guys really should have done more testing before releasing this. (I also should have done the upgrade on a staging environment) so I’ll take some blame too.
Please release a patch ASAP because we run a timesheet report everyday and we can’t do it right now.
Hello,
Kindly update your installation to the latest version to resolve this https://help.perfexcrm.com/version-3-2-1/
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, it has been updated to the new version and has some details, the days of receipt of invoices are shown in decimals, even the option of Modulos, no lo encuentro, puede ayudarnos, gracias.
Hello,
Kindly update your installation to the latest version to resolve this https://help.perfexcrm.com/version-3-2-1/
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
Bug: Hello Good Day, An Error Was Encountered Unable to load the requested file: admin/settings/includes/Estimates.php
Hello,
Kindly update your installation to the latest version to resolve this https://help.perfexcrm.com/version-3-2-1/
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
Cant enable the Stripe Ideal V2, i got HTTP ERROR 500. The second error is like many others – An Error Was Encountered Unable to load the requested file: admin/settings/includes/Estimates.php. After the update, the system began to work slowly. As I noticed, after the update, many people had problems. This means that the developer should check more thoroughly before launching the update for users, since many of the problems that users encountered are widespread, and the problems are mostly not related to a conflict with other modules.
Hello,
Kindly update your installation to the latest version to resolve this https://help.perfexcrm.com/version-3-2-1/
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
Cant enable the Stripe Ideal V2, i got HTTP ERROR 500
Hello,
Kindly update your installation to the latest version to resolve this https://help.perfexcrm.com/version-3-2-1/
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
An Error Was Encountered
Unable to load the requested file: admin/settings/includes/Estimates.php
Hello,
Kindly update your installation to the latest version to resolve this https://help.perfexcrm.com/version-3-2-1/
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
Estimates An Error Was Encountered Unable to load the requested file: admin/settings/includes/Estimates.php
why this error on setting after upgrade
Hello,
Kindly update your installation to the latest version to resolve this https://help.perfexcrm.com/version-3-2-1/
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
Did something change with Google oAuth 2.0 in the last update? Email is no longer working. When checking to open a ticket, it’s stating support needs renewed.
I checked the comments but couldn’t find reference to fixing the issue and find it crazy to pay $56 to renew support just to ask the question. . . .also, I’ve tried reinstalling but nothing works to get the email working.
Hello
No, the OAuth2 feature is not affected by the latest update.
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
To anyone complaining about the dark theme missing, you can adjust any colors in the new menu “theme style”. It might take long, but there it is 
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