10704 comments found.
Hi, is it must to renew the support? or we can keep using it if its working fine for me?
Hello
You can continue using Perfex CRM without renewing your support; but we are only able to support users with a valid support.
Regards
hi does the proposal support adding images on the content of it
Hello
Yes, you can insert image on a new line, using this option https://i.imgur.com/izX1tMv.jpeg
Regards
After upgrading, I encountered some issues with major browsers (the CRM no longer displayed correctly), so I followed the procedure to fix the SSL and updated the PHP. After doing that, it stopped working completely. I have years of data that I absolutely cannot lose. Can you help me fix things so I can use the CRM again? Do I need to renew my support?
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, After migration from shared to VPS I received the following error: (Internal Server Error. The server encountered an internal error or misconfiguration and was unable to complete your request.) OK I tried to open a support ticket, I logged in with my envator account but it says: (You don’t have any licenses purchased.) Actually I have one month left from my support, please advice
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
Why do you have to manually change estimate status (from expired) if you changed the expiration date on the estimate??! makes no sense
Hello
To ensure the status is also updated, use the option save and send, when updating the estimate.
If you have more questions don’t hesitate to open a support ticket at https://my.perfexcrm.com
Regards
The report feature doesn’t seem to contain everything?
For instance, how do I see project reports?
Hello
You can however download the report for each project from the Projects overview when viewing a project, At this time only reports available under the reports section are available.
Regards
Hello, I just want to point out that the “create a database” feature is now broken: domain.com/admin/backup/make_backup_db
Hello
We checked and can confirm it still works fine https://i.imgur.com/9vm7Yww.jpeg
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
Einvoice should have IRN and qr as per indian standard in pdf
Hello
These are not supported at this time.
Regards
But then we cant use it. When will you add it
HEllo dear, I would like to know if it’s possible to get offline version? What I mean it’s to get the CRM online and also offline when the internet is off. After later Sync with the server when the internet is available. Help me to do that. The project is it multi language? Regards
Hello
Perfex CRM works online only
Regards
Does it support Arabic language ?
Hello
Arabic language is not provided for Perfex CRM, however you can try to add it following this guide https://help.perfexcrm.com/system-language/
Regards
Does the support module have the option to generate live chat support widget code like tawk.to?
I mean generating a live chat support widget code that can be use in other websites, just like tawk.to?
Hello
Unfortunately, no.
Regards
I have observed that when a lead is reassigned from one user to another in the CRM, a notification is generated within the system. However, there is no accompanying sound notification. For better usability, a sound alert should be included along with the system notification. Additionally, this should also be integrated as part of the push notification feature.
I couldn’t configure push notifications. The explaination in the setup guide and pusher.com it completly deferent. Please help.
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
In the settings>Support this option is repeated “Allow non-admin staff members to delete tickets and replies”. Could you please explain?
Hello
This will allow staff marked as not memeber – https://help.perfexcrm.com/faq/what-is-non-staff-member/ to be able to delete tickets and replies
If you have more questions don’t hesitate to open a support ticket at https://my.perfexcrm.com
Regards
I guess you have not even read my question clearly !!!!
Pre-purchase question: Can I recreate task ‘template/workflow’, so when I select a task type, it adds the steps in that task (from a template I create)? If not, is there a plugin that can do that?
Hello
Unfortunately no, however you can duplicate an existing task into a new task for a different project/customer/use
regards
Hi team, Can we add advance payment for a customer. i mean i have new customer and i he sent me advnce payment in this moment i do not have invoice how can i handle it or is there any extensions for this
Hello
Legally, in order to collect a payment, you must issue an invoice.
However, my recommendation for this will be something like this:
OPTION 1 You can add the deposit to the invoice as payment and in this case, the invoice will have the status Partially Paid until it’s paid off, after you record the full amount the invoice will have status Paid.
OPTION 2 (Eq. invoice of total $500): Create one invoice for the deposit of $100 and another invoice when the balance $400 is due.
In this method, you will need to create 2 invoices. For the customer to confirm Eq. their order, you create one for the deposit of $100. In this invoice, you will indicate in the description column that this is just a deposit payment for the total amount of $500. The invoice total will still be $100. Then when work is complete or you deliver your goods, you will prepare your final invoice of $400.
Hope my recommendation helps
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
Is there a dark mode? I’m old and all this white is killing the eyes.
Hello
Unfortunately, not at this time, but you can apply custom theme styles.
Please create a support ticket at https://my.perfexcrm.com we will be happy to assist you and give you further instructions.
Regards
Can I install it on a Hetzner server?
Hello
Yes, however you need to configure the server to meet these requirementshttps://help.perfexcrm.com/server-requirements/
Regards
Dear team,
While importing Expense, it is not able to import expense in bulk with linking Projects. for example, a excel sheet with expenses and also project ID.
so please make option to import the expenses with Excel linking projects too.
I think you guys need to work harder on form validations. Why not have things like libphonenumber for phone validation and another lib for email validation.
Too much spamming such that we have to completely stop web to lead functionality.
Hello
We appreciate the suggestion and will consider this for future 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 Okolaad,
Thanks for your reply.
As we all know, leads generation is a very important step in CRM and this app is “Perfex – Powerful Open Source CRM”. So thinking how to collect leads instead of spams should be a core functionality.
And in that case I would propose: 1. https://github.com/google/libphonenumber for phone number validation 2. https://github.com/egulias/EmailValidator for email validation
Thanks for your attention to this matter.
Regards, Kessyjr
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