10701 comments found.
There’s a serious issue with malware being able to penetrate Perfex. Heur.HTML.Defacement.gen.F4279, Heur.JS.Eval.gen.9 in datatables.min.js please patch this.
Hello
Please create a support ticket at https://my.perfexcrm.com with more information so we can investigate this.
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Hello, I don’t understand how to convert an offer into a quote, or a quote into an invoice. Could you help me with this conversion and guide me through the process?
Please disregard my request.
There is a problem with Perfex. Even though I have removed the thousands separator, when I create the e-invoice (I have also removed it from the currency), it always shows the thousands separator. Could you fix this with an update? Thank you very much. Otherwise, the e-invoice is unusable.
Hi, I am an old user, and would like to know if it is possible to add a custom field in a quotation that could be inherited to the invoice during the “quick conversion”. Please let me know if it is already possible or if I need to do some extra coding. Many Thanks
Hello
This is already possible, ensure the custom field exist for both feature and have the same name/slug and it should be automatically transferred.
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
Can you make a feature to turn price, tax and total column off in the estimate and invoice. When generating estimates for customers we want to show them a total price and not a break down of what each item costs.
Hello
We appreciate the suggestion and will consider this for future update.
If you have more questions don’t hesitate to open a support ticket at https://my.perfexcrm.com
Regards
Hello, If i change my domain name to a new one, will I be able to use my current license with the new domain name? If yes, please guide me how to do that?
Hello
Yes, You can do this by carefully following the steps in this guide https://help.perfexcrm.com/migrate-to-another-domainhosting/
If you have more questions don’t hesitate to open a support ticket at https://my.perfexcrm.com
Regards
do you think it is hard customization for a skilled developer to: make it possible that 1 contact for a company can be inside multiple companies? and allow to change the contact from 1 company to another?
Hi! there’s any pendent update to have the option to add products with percentage not only money per product? like up the estimate in a percentage for incremental rights over a photograph for example
Have option to customize pdf estimates invoice etc?
Hi, I would like to know if you have any module for Spain, for the new verifactu system? (new system einvoices)
Hello
The best is to explore the einvoice feature in the demo here https://perfexcrm.com/demo/admin to see if it meets you countries specific requirement
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
have you module for VERIFACTU?
Hello, I like your software, but I have a few questions. If we want to change some areas, can we get support from you, such as transferring the proposal we created to the project section?
Hello
Please create a support ticket at https://my.perfexcrm.com we will be happy to assist you and give you further instruction
Regards
Hello , can you please advise im facing error with cron job since yesterday and today i received: Curl Error – Contact your hosting provider with the following error as reference: Error: “Could not resolve host: www.perfexcrm.com” – Code: 6
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
Thank you for the reply, I have sent the ticket via support as recommended. Can you please advise waiting for the reply. Thank you one more time
Hi, Customer data import is not working properly. Only one record imported even simulate import show many records, and also data import not working for second times we try to import.
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
Hi pre-sales: 1. is an Event calendar menu connected to outlook? 2. is there a Gantt calendar feature on Tasks menu?
Hello
1. Not at this time.
2. Gantt chat is only supported on the Project view, to show all tasks within the project.
Regards
To utilize the software in the European Union as technical support for small supermarket activities, tax authorities need to be able to track all invoices. That means whether invoices can’t be modified or modifications are systematically recorded. Is it possible with Perfex CRM?
Hi, are you ready for VERIFACTU (veri*factu) in Spain ?
any addon?
Hello
Perfex CRM has an EInvoice feature, ensure to update to the latest version then navigate to Setup->Modules to enable the module and configure the eInvoice to meet the standards in your region
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, what cloud storage options is available, could not find anything in the settings? planning to move this to a docker deployment pipeline, don’t want to loose the files.
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
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