Dear Author,

Please add the below features,

Like Retention, in all construction companies, follows retention methods in invoicing like holding money until complete the final invoice (in %)

so please add like the feature

or else give us some option after subtotal and before total, to add some kind of stuff as per the requirements, like discount, adjustments, Retention etc

I came across this page by chance.

Has the vulnerabilities listed here also been fixed in the new version?

I’m interested in your CRM, but I’m still undecided because I’ve read in some articles that one should be very careful with self-hosted CRMs due to fewer security measures. I don’t know if that’s really true. Your CRM actually has everything I’m looking for.

Can you tell me something about security? Does your CRM offer sufficient security to ensure that the data is truly safe?

Hello perfex team, Thank you for the great job you are doing. I was so happy when I discovered how easier it was to generate products barecode. Now I would like to do the same with costumer. This will save a lot of time during the checkout process by scanning the code on customer card. Could you please help?

Hello, presale question. Is there an option to disable modules? In the customer area, I only need the following modules: Knowledgebase, Projects, Support, and Suggestions. I can’t find these settings.

Thank you.

Is it possible to create custom invoice/order numbers? For example: R-<Last Name><YYYY><MM><DD>, INV-<Company><YYYY><MM><DD>, or EST<YYYY><MM><DD>-<CustomField>? That would be very helpful.

Hello, I have a technical question. Is Perfex CRM compatible with Redis for cache or session management? I would like to know if the system supports Redis integration natively or through custom configuration in CodeIgniter.

Thank you.

how avoid duplicates leads coming from api?

you need to fix this error. when you create credit note from invoice and remove product price then you get this error. keep the price to 0 will not generate error.

An uncaught Exception was encountered Type: TypeError Message: number_format(): Argument #1 ($num) must be of type float, string given Filename: /home/testdomain.com/application/helpers/sales_helper.php Line Number: 726 Backtrace: File: /home/testdomain.com/application/helpers/sales_helper.php Line: 726 Function: number_format File: /home/testdomain.com/application/models/Credit_notes_model.php Line: 297 Function: update_sales_item_post File: /home/testdomain.com/application/controllers/admin/Credit_notes.php Line: 120 Function: update File: /home/testdomain.com/index.php Line: 319 Function: require_once

PreSale question: I would like to use it in Hungary, but it has a couple of unique features, the following: Last name first name order – in Hungary it is: Last name, First name – is there any hook or module that can be used to set this?

Billing: In Hungary, there is a unique regulation regarding billing data, currently the perfex manages the address as a whole, but in our country it is necessary to enter it like this: Postal code Place name/City Name of public area Type of public area House number Building Staircase Floor Door

Is there a solution for these, because unfortunately I cannot use the system without them.

Thank you.

is it possible to print ticket from admin/employee dashboard?

Hi

I hope you’re doing well.

We are using the Perfix CRM Client Portal and noticed that the system requires mandatory email verification after new client registration, showing the message: “Vérification par email requise…”

We would like to disable this feature, allowing clients to access their accounts directly without needing to click the email verification link.

Could you please provide instructions on how to disable the ‘Mandatory Email Verification’ setting? Specifically, let us know if this can be done via:

1. The Admin Panel (if so, please provide the path). 2. Modifying configuration files (please specify the file and code line). 3. Changes in the Database.

Thank you for your help.

Best regards,

Hello,

Some additional pre-purchase questions:

- Is there an option to mark the product with VAT included in the price on invoices?

- Is there an option to mark an expiration date on the document so that the admin is alerted that the document has expired and even notifies the person to whom the document belongs that it has expired and needs to add a valid document?

- If not available, do you plan to add these features?

Hello,

Are the signature contracts EU eIDAS/GDPR compliant?

Does the property management module for a real estate marketing company include a property management module?

And does it support Arabic?

Hey friend, how long can you correct an error that is not visible, even when we use it.

When we convert a ticket into Tarefa, at the option of VISIVEL AO CLIENTE it does not appear to mark. And when we raise the task avulsa, we also do not have the option of VISIVEL AO CLIET. Correct this please. ou help me solve.

Is it possible to get a private demo of the CRM with full access, so I can test all features without any restrictions?

I run a travel-lead selling business, and I want to check whether your CRM can support my workflow before I purchase it.

My business model works like this:

I generate travel leads.

I assign those leads to different companies/agencies.

Each company should be able to further assign the lead to its internal staff.

The company or its staff must be able to update the lead status (for example: Junk, Not Responding, Converted, etc.).

All status updates should be visible to me on my admin panel.

Please confirm whether your CRM supports this structure, and provide a full-access demo so I can test it properly for Crown Safari.

Hi. I think the Leads form / client profile we create needs to have set fields for us to be able to add their respective different social media platforms Url details. Plus maybe option to be able to add additional fields to their form to be able to adapt it and display all the information regarding them which we might need

Found a bug. In customer portal, tasks, tasks list the customer see this.

Checklist Items Networking Requirements
Resolve USW “Connection Interrupted” warning (remote site w/ UDM-SE)

Consolidate/standardize network segments — remove legacy split networks unless necessary

Ensure remote workstation compatibility when users visit office locations

Standard network printer access across all sites

Validate switch configs, reboot process, and maintenance schedule

Hi guys, Long time user of the system. Have 2 x Independent live versions running and fully bespoke for our business. However, there is one item I wanted to put forward as a “Wish List” item.

An “Out of Office” auto-reply for support cases would be great. Or in failing that. A way of toggling on/off the embedded ticket form so that it displays a box that can inform the customer you are away for X amount of days for XYZ reason and have that run off a cron job from a date/time picker.

Might work well for people who are not always in the office. (Like us)

is your system supports Arabic Language? if yes from where i can get the translation files?