10704 comments found.
Hi, on this new update, we are unable to block senders on the support ticket that are spa. Where did the button go to?
Waiting for response to this and also, respond to my support ticket. It has been over 7 days and no response.
hello
The option still exists and is not moved.
Please create a support ticket at https://my.perfexcrm.com we will be happy to assist you and give you further instructions.
Regards.
Please share a screenshot of where the “Block Sender” is now located.
Hello,
I have a non understanding regarding to the Credit Notes and I hope you can clarify it for me in order to understand correct. I think the Credit Notes should to work as follow as it works in any other software: 1. An invoice is released and paid. That mean, the state of the invoice is “Paid”. 2. If the customer request refund for the paid invoice, than should be made a credit note. Once the credit note is made, the state of the invoice should to pass in “Credited”. Also, the amount of credited invoice (refunded amount) should be reduced from the incomes (paid invoices).
It seems that Perfex si not working in this way. If a credit note was made for a paid invoice, the invoice remain in state “Paid” (in any other software the “Paid” state mean that the payment has been received for the released invoice. Also, the amount of the credited invoice is not reduce from incomes.
Is there any possibility that credit notes to work according to points 1 and 2 above, as is working this function of credit note in any other software.
I appreciate your feedback!
Hello,
The credit note is used when an eq customer overpays you but he doesn’t want his money and wants to have them stored in the system as credits, in this way when he will need to pay something in the future, those credits can be used. Also, the credit notes are used eq if a customer already paid an invoice and then changes his mind and you need to issue a refund.
Credit notes can be applied only on unpaid invoices.
You should not create credit not if you paid the money back to the customer, the credit note is used if you don’t pay the money back, in this case, the money is converted to credits which can be used later for this customer to apply on unpaid invoices, etc…
Please keep in mind that the credit notes are not shown in the customers area as in most cases they are used for the company purposes via the admin area, the customers can see their balance via the STATEMENT feature in the customers area as well staff can see the customer statement in the admin area via the customer profile.
When you create a credit note and add credits to an invoice, in the admin area, when you are viewing the credit note, you can see the invoices that you credited by clicking in the “Invoices Credited” tab – https://i.imgur.com/fuVGTNC.png
On the actual invoice, the credited amount will be shown at the bottom: https://i.imgur.com/GYA8I93.png
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,
I understand. But usually, the Credit Note is used also when the amount should be returned to the buyer for the paid invoice and once the credit note is released, the amount of the invoice is turned with minus. Take it into consideration because it seems that from perfext it inot possible to create credit note in order to returned the money to the buyer for paid invoice. As a reference on how the credit note should work for returing the amount of a paid invoice is RISE CRM.
Yes, I am considering renewing the support.
Thank you!
Some enhancements to the default features of CRM that would be greatly appreciated.
1. Track Open & Read Ticket Reply Email Alerts 2. Track Bounce Emails from the System and Disable them with a Note 3. We should have control over stopping reopening a ticket by email to a certain day after closing. As of now customers can reopen a 2-year-old ticket by just replying to it. 4. Contract Currency must be Customer Default currency, as of now USD Customers are viewing contract price as INR Price since INR is our System default Currency. It’s a Glitch at this moment and the customer raised concern for this too.
ip restriction is there on crm
Hello
Yes, you can do this here https://help.perfexcrm.com/applying-security-measures/#admin-access-only-from-specific-ip-address-via-htaccess
Regards
I need the feature to remind customers of invoices 7 days before the expiration date, please give me a quote.
Hello
We do not provide customisation service unfortunately.
Regards
hi, How can I assign an existing project to an additional client? thanks
is it possible to staff view their individual goa?
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
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