56 comments found.
Items have currency applied as well. Currently it only uses the base currency. Does this module enable multiple currency choice on Items as well?
Currently, my module does not support multiple currency definitions for items.
Then how does it work if we have items with base currency USD but the invoices are set to a different currency with your module? Does it convert it according to an exchange rate set?
My module does not take the currency of items into account. If you change the invoice currency, you need to manually adjust the item amounts accordingly. Currently, my module does not have an automatic exchange rate conversion feature.
İyi Geceler müsait olduğunuzda dönüş sağlayabilirmisiniz bir sorunum var bu uygulamada otomatik döviz kuru çektirebilirmiyiz teklifte hem tl hem dolar hem euro olacak ?
İyi geceler
evet döviz kurunu çekmeyi ve otomatik döviz kurunun dolmasını ekleyeceğim.
bana halilyazilim1@gmail.com mail adresi üzerinden ulaşabilirsiniz.
Hello,
Can you add the feature on invoices related to the projects to show;
1. Project Contract Amount 2. Amount Paid for the whole project 3. Amount Remaining 4. Amount for the invoice related to
This will be added features for those people working with project contracts!
Hello,
Thank you for your request. I will consider this feature and inform you once the necessary actions have been taken. Your feedback is valuable to us.
Thank you
I saw this demand, the main reason for us to win otp. Will you register? We can buy and support for this.
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Hello, I’m impressed with your module. Adding the OTP feature is a great move. However, considering the registration structure in Perfex, the OTP might become somewhat redundant. I’m very interested in purchasing and supporting this module. Would you consider the following feature for me? I’m confident this module will sell in the thousands, if not tens of thousands. You can make this happen as soon as possible, 3 of my friends will buy it with me.
User Email Entry: The user enters only their email address on the registration page and clicks the “Submit” button. Magic Link Generation and Sending: The system sends a “Magic Link” to the email address entered by the user. This link contains a token that is valid for a specified period. Completion of Registration Details: When the user clicks on the link in the email, they are redirected to a special registration page, for example, /welcome. On this page, they complete their registration by providing information such as first name, last name, company name, or any other required details. Registration Completion and Confirmation: The user’s information is saved in the database, and they are notified that their registration was successful. Their email is also verified, and they are automatically logged into the Perfex client area. A welcome email is sent to the user automatically. Database Structure: A table should be created to store users’ magic link tokens and the expiration time of these tokens. It should also organize the OTP codes. Since users will complete their registration using these tokens, a field may be needed to track the registration status of the user. View Files: Registration Form: An email entry form and a complete registration form should be created, which will be displayed after the magic link is verified. Successful Registration Page: A thank you or welcome page should be displayed after the registration is completed successfully. Ideally, the registration should be carried out just like a normal Perfex registration and then push notifications can be triggered. Email Templates: The design and content template for the email containing the magic link should be created. Security: Tokens should be encrypted and stored securely. Tokens should become invalid after their expiration time. OTP codes should be encrypted and stored securely. OTP codes should become completely invalid after their expiration time.
These features are a bit too detailed for my current ‘Extra Settings’ module. Since the module is designed to manage small, general settings, adding such complex features could complicate its structure.
I’ve added this suggestion to my task list and plan to develop it as a new module
It was very smart to make the OTP system a separate module. A completely passwordless secure login/register system would be very efficient. We are ready to support and get an extended license. Do you have an estimated delivery date?
It will take longer than a month. I cannot give an exact date. I am working alone and I try to do the work in order according to the intensity of the work.
Is it possible to add a setting that enables display conditions on custom fields? For instance, when creating a new custom field, a conditions section shows in the form and enables adding multiple display conditions with logical operators (i.e. “and” “or”) between.
+ Add display condition:
“logicalOperator” is “and”, “or”.
“field” is a dropdown which shows all available other fields available for chosen object (i.e. contract_project).
“Value” would be dropdown, multi-select, or text depending on what “field” was selected.
This way, different custom fields would only show or be available based on conditions.
Hello,
Thank you for your request. The feature you mentioned seems very useful. However, implementing such a feature could be a bit complex for the current module. I will consider exploring it as a separate module.
If you have any other questions or need further assistance, feel free to reach out. I’m always happy to help where I can.
Thank you
Hi,
In your demo under the customer list, there’s a dropdown with fields like “Assigned,” “Source,” and “Additional Field.” How can I get these to appear? They are not showing in my customer list. Also the status is not showing in the table of customer list
hello,
those features are not modules. They are customizations I made for a customer.
Hello,
When I tested the module, those options appeared, so I thought they were included. As a result, I ordered the module. How can we manage this? Could you explain to me how to proceed?
Hello
I saw the email you sent me and I replied to your email.
We can proceed from there.
Exchange rate is not shown on pdf files, whole purpose of exchange rate is to have correct document for the customers.
Hello
Yes, your customers can see it in html view. But unfortunately i couldn’t find a way to add it to pdf view.
This only makes sense if it’s visible in the final PDF. Today, I received an incorrect payment, which has caused several issues with the customer.
I understand but unfortunately I could not intervene in the pdf structure with the module.
I can customize it for you to appear in the PDF design. If you email me your FTP credentials, I will quickly do this customization for you. My email address is halilyazilim1@gmail.com
Hello,
on the calendar when you create an event, can you add settings whereby the events can be shared only with the staff you want to share with? Because now there are only two options (public or private)
Thank you for your interest in my module.
I will check it out
How are you wanted customization on the invoice and clients module l wanted to invoice my clients according to workplaces under timesheets. then being able to obtain statement of the invoiced sites. how much can you charge me.
Hello,
Thank you for your interest in customizing the module. I appreciate your request, but unfortunately, I’m currently very busy and don’t have the availability to take on additional work at this time. I hope you understand.
Best regards,
Halil
I purchased this module primarily for the multicurrency feature on contracts, and I’m happy with how it’s working. While the other features are great, I think there’s potential for each to be a strong selling point. One challenge with Perfex CRM is that when an invoice spans multiple pages, the signature only appears on the last page. Although this isn’t a direct issue with your module, it would be fantastic if you could add a feature to place signatures on every page of a multi-page PDF. This feature could help existing customers and also might bring new ones.
Hello
thank you very much for your feedback.
It is very limited to intervene in PDF structures with the module.
I will check if it is possible to add the feature you mentioned.
Thank you
WOW! Just WOW! This module is a must have! We just purchased and installed it and set it up according to our needs. For such a small module, it does SO MUCH. Thank you Hali for producing a much needed module for every day PerfecCRM Functions.
Hello
Thank you for your interest in my module 
If there are any other features you would like to see added, feel free to contact me. I will definitely consider your requests
Thank you
I get error when i activate currency exchange on invocie
A PHP Error was encountered Severity: Warning
Message: Attempt to read property “name” on null
Filename: models/Currencies_model.php
Line Number: 23
the code line you sent is in perfex’s own core files
is there a record in your currencies table?
Can you create a test user for me in your perfex system and send me an e-mail.
my e-mail address is halilyazilim1@gmail.com
I found the issue: this occurs when I modify an invoice that was created before activating Extra Settings. The problem arises because the Target Currency is not set on those invoices
Thank you very much. I will update my code according to your feedback.
Hello, I’m impressed with your module. Adding the OTP feature is a great move. However, considering the registration structure in Perfex, the OTP might become somewhat redundant. I’m very interested in purchasing and supporting this module. Would you consider the following feature for me? I’m confident this module will sell in the thousands, if not tens of thousands. You can make this happen as soon as possible, 3 of my friends will buy it with me.
User Email Entry:- The user enters only their email address on the registration page and clicks the “Submit” button.
- The system sends a “Magic Link” to the email address entered by the user. This link contains a token that is valid for a specified period.
- When the user clicks on the link in the email, they are redirected to a special registration page, for example, /welcome. On this page, they complete their registration by providing information such as first name, last name, company name, or any other required details.
- The user’s information is saved in the database, and they are notified that their registration was successful. Their email is also verified, and they are automatically logged into the Perfex client area. A welcome email is sent to the user automatically.
- A table should be created to store users’ magic link tokens and the expiration time of these tokens. It should also organize the OTP codes.
- Since users will complete their registration using these tokens, a field may be needed to track the registration status of the user.
- Registration Form: An email entry form and a complete registration form should be created, which will be displayed after the magic link is verified.
- Successful Registration Page: A thank you or welcome page should be displayed after the registration is completed successfully. Ideally, the registration should be carried out just like a normal Perfex registration and then push notifications can be triggered.
- The design and content template for the email containing the magic link should be created.
- Tokens should be encrypted and stored securely.
- Tokens should become invalid after their expiration time.
- OTP codes should be encrypted and stored securely.
- OTP codes should become completely invalid after their expiration time.
Hello,
Thank you for your detailed feedback.
I will definitely consider your requests.
You can easily contact me at halilyazilim1@gmail.com.
thank you again
Thank you Mr. Halil. I am very happy that you have taken this into consideration. What is the estimated publication date? Do you recommend that we purchase a separate license for each perfex crm or can we use the Extended license in more than one store?
I can’t give you an exact time. I have notes and feedback for a few modules. I’m trying to do them step by step.
If it’s going to be used in several different domains, the Extended License is the logical one.
Hello, good day:
Would it be possible to make the following fields mandatory?
1- In Leads: the email and company name fields.
2- In Clients: the client type “group” and the administrator or client manager “agent”
3- In Tasks: the fields “Related to and the option to select”, “Task owner” and “Follower”.
Also, are you considering the option of attaching the proof of payment when recording a payment on an invoice, similar to how it is done in expenses?
Hello,
Items 1 and 2 seem possible with the module. I will check and add. I don’t think item 3 is possible with the module, but I will check
Hello, can you calculate the exchange rate in currency? For example, the exchange rate difference in Euro-US Dollar conversion? Could you also add an OTP demo or video? You can increase security by removing the password system and sending a password via SMS with twilio.
Hello,
Currently the exchange rate is being written manually. I will try to automate it to support all currencies.
I cannot add OTP to the demo, the active sms structure is not available on my demo site, but I will set up a video
You can reach me at halilyazilim1@gmail.com. We can talk in more detail
Thank you
Halil
Thanks Halil. I’ll be waiting for the video. It would be great if you could also send me the OTP via email. I’ll also contact you. Thanks a lot.
I added a gif where the phone number and otp code are entered.
Thank you
Thank you Mr. Halil. Could you also consider the e-mail option for OTP? E-mail can be sent instead of SMS. I will buy it. Thank you very much.
Hello,
I also activated the email option.
Thank you
Hello, is there anything else you would like to ask about the module?
thank you
Hello,
Can you add options to the proposal/estimates/invoice whereby once you define the exchange rates of the currencies, then when you change the default currencies for the proposal/estimates/invoice, the amount to change automatically accounts for that exchange rate figure you just put? This second currency can also be included in the PDF file so that you can give the client all the options to choose to pay via which currency and from which Bank. It is only possible to see all currencies’ amounts once they open via the link, but on PDF they don’t display.
Can you add this?
Hello,
Thank you for your interest in my module.
Unfortunately, it is not possible to add this currency amount to the pdf. I could not add it with the module structure.
Your other request. You want to define the exchange rates according to the currency somewhere. Then, you want the exchange rate information to come from here automatically when creating the proposal, invoice and estimate. Did I understand correctly?
Hello,
I would like to have the option of login with mobile number and otp instead of email and password for the client portal . Can you add this option?
Hello
I read and replied to the email you sent me.
I will check if this feature is possible.
Hello Sir, very good project, with this module it would be possible to define fields as required such as telephone, tags?
Hello,
thank you for your interest in my module.
which fields on which page do you want to be required. If you can tell me where they are, I will check. if it is possible to make the fields you specify with the module required, I will add them to my module.
you can reach me at halilyazilim1@gmail.com
Thank you
I’ve just received a notification that the module has been updated, but the Change Logs don’t give any information. Can you make an effort to update this every time there’s an update?
Hello
The changelog is up to date.
I am waiting for the update to be approved to add the changes to the changelog.
Ah okey. Thanks for Quick reply
Hello Halil, What is the new update about?
Hello ,
I added sales agents to the list for proposals, invoices and estimates.
I added status change date to the list for invoice, project, task and customer
