41 comments found.
I would like to ask if this module is already compatible with the latest Perfex CRM versions, especially version 3.2+. If not, could you please provide an update to ensure full compatibility and stability with Perfex CRM 3.2 and higher?
Yes, it is compatible with the last version of Perfex CRM.
Hello guys,
Do you have some plans to update this module? I’m asking because it’s 1.0.0 version yet and so many things change on Perfex since this module was lunched.
Can you help me with it?
This item has received a few subversion updates which include mainly improvements and fixes. It is under ongoing development though.
Ok. I’ll wait the final version be ready to make a purchase.
Do you have any Idea when’ll be ready.
There wont be a “final” version. We will just continue enhancing this item with new features over the time, as its under continuous development.
I bought all the whole application and i uploaded this module and when i add it to my settings it is added succefully but finally nothing is added actually
Hello and thank you for your comment.
As its sales here, we are not able to answer at your technical question. Details regarding this item’s support can be found at the “Support” tab of its sales page. Please raise a New Support Ticket request for the technical issue you are facing at your local instance, through item’s secure support portal.
Our support team’s response time is also mentioned in the same tab.
Thank you.
Dear Themesic can you consider porting your Account Planning Module to Rise CRM?
Hello.
At the moment, there are no such plans.
Is this compatible with SaaS versions??
Yes, this module is compatible with our SaaS module and it will be ready for activation, if its included at a SaaS plan.
Hello, great work on this plugin/module! Would you please tell me if this is somehow connect to the currently running projects or can I add a plan into a project? Please explain how it’s integrating into the projects, if at all?...
Hello and thanks for your kind words.
I would suggest that you try our product’s demo, in order to have a verified experience of what you will get and ensure that it matches your preferences.
hello i bought this module and i cant activate it it says Purchase code already used and its not
Please raise a New Support Ticket request for the technical issue you are facing at your local instance, through item’s secure support portal.
Our support will help you with it.
Hello everything is fine? I bought this module from you and I would like to know if it is compatible with the latest version of Perfex (3.0.6) and with PHP 8.2? Thank you very much.
Thank you for asking. We hope that you are fine aswell.
Our module is compatible with the latest version of Perfex CRM, yes.
Thanks for your reply. just making it clear: it is compatible with PHP 8.2?
Yes.
The ability too add custom fields and to change the location/order that they appear would be great.
Thank you for upvoting this feature. That was noted!
do u have account management module
Hello.
Here is our complete modules portfolio: https://codecanyon.net/user/themesic/portfolio
i have visited but did not get specific , looking for Accounting management module for perfex CEM
I see. If no modules fit your needs, you might probably need to have a custom development project for your idea.
Hi, when will you release an update that is compatible the current version of Perfex 3.0.4?
Hello.
Our module is compatible with Perfex CRM v3.
If you face technical issues with the module – please raise a suppor ticket inside clients area. Support team will help you.
Please double check because the ui is missing icons and has alignment issues. My support has expired.
If you face technical issues with the module – please raise a suppor ticket inside clients area (its sales here)
good day, sorry can you explain what is the application and example of use?
Hello.
Sure thing.
Account Planning Module for Perfex CRM, is a strategic account planning tool, which, through a customer-centric approach to identifying priority accounts capturing and analysing critical information, allows you and your staff members to develop a strategy to expand and grow existing customer relationships.
It creates a complete plan, with plenty of useful information through available options and data, separating them under four basic sectors for every plan: Due Diligence / Team Information / Service Ability Offering and Project Planning.
It also uses MindMap, based on GOJS, in order for staff members to be able to create a visual approach of their strategy, along with Handsontable which helps at data entry and logs staff member’s activity inside Activity Log. Please check out the uploaded videocast and screenshots, which demonstrates all visible parts of the module.
need help with license. i had activated license to xpcover.com, plz shift to xpcover.co
Please contact our team through our profile’s contact form. They will help you with your license.
hi, i’m need to demo for module. thank you.
Hello.
There is no available demo, as real & sensitive data could be used, ending up in spamming.
This item contains a clear description, along with screenshots/possible videocasts of its usage.
If there are pre-sale questions, we will be more than happy to answer them here!
Thank you for your understanding.
Hi, Your system is useful for our company.
However, I found that the system cannot show the net amount from an invoice with fixed discount, and that cause the profit and loss and mapping trasaction are showing incorrect status.
Please adivce this status, thanks
Thanks for the feature request. Noted.
Pergunta: Está traduzido para PT-BR?
It is translate-ready for PT-BR. You will just need to change the terms.
Hi, I cant activate the module after I install on a new installation. what is the procedure when you delete on one install and try to install on another?
Are you talking about multiple installations under the same license? Please contact us through our profile page, if you want to move an installation to another domain.
Kindly reminder: consider renewing your support regarding support inquiries you may have in the feature.
Is it possible to customize it, like add custom fields or change the name of other fields?
Yes, thats possible.
However, customization should be done (like every customization request that falls outside of the included functionality) by a developer of yours.
Quick question here: Mindmap from weebdigital needs to be bought separately or is it included?
Not sure whats “Mindmap from weebdigital” but mindmap library – GOJS ( https://gojs.net/latest/samples/mindMap.html ) is included in our module.
The mind map are inside accounting module or i can use it elsewhere? I would like to buy, but, be able to use mindmap around the application (for finance, projects, and everywhere else).
It’s possible?
You can use it – as long as you call it on the specific page’s load 
Its a library.
