56 comments found.
I hope you are doing well.
I would like to ask whether it is possible to add a Unit Price field in the Expenses section. Currently, the Expenses module only includes the Amount field, which limits the ability to manage detailed cost breakdowns (e.g., quantity × unit price).
Could you please let me know:
Whether this customization is feasible within the current module structure?
If so, how it can be implemented (via settings, customization, or additional development)?
I look forward to your guidance.
Best regards, Zorro
Hi Zorro,
I am doing well, thank you! I hope you are doing great as well.
Regarding your request; adding Unit Price and Quantity fields is definitely feasible through custom development or a future module update.
If you need this functionality urgently, I can implement it for you as a priority custom service. Otherwise, I’ll keep it on my list for future general updates.
Let me know how you’d like to proceed.
Best regards
I can’t figure out how to add a staff member to signature for the contracts.
There is no staff signature feature in the module. The signature feature is only for clients. You can use the client’s signature in multiple places by adding it as a merge field.
Could you please explain exactly what feature you are looking for?
I would like to add two signature areas. One for my staff and one for my client. I added the two client secondary fields but they didn’t appear on the invoice. Only one signature area was available.
Hello Sir, I’m awaiting your response to the above comment. Thank you.
I will add a separate signature area for your staff to the contract. This signature area will also be visible on the contract.
I have added this to my task list. I will inform you when it is completed.
If you have any other feature requests or questions, you can contact me at halilyazilim1@gmail.comCould you please contact me at halilyazilim1@gmail.com
Hello,
When downloading the module, it is not in zip, it is a standard folder, should I zip it again and then upload it to the crm?
Thanks,
Can you send me an email? My email address is halilyazilim1@gmail.com
Hello,
Just purchased the module for Extra settings. Could you please guide how to install it in Perfex?
Hello,
Thank you for your purchase!
To install the Extra Settings module, just upload the .zip file you downloaded into the Modules section in Perfex CRM.
If you need any help, please let me know.
Thanks again!
Do you do customization work for perfex crm , like creating new module?
Yes, I do customization work for Perfex CRM, including creating new modules. You can reach me directly via email: halilyazilim1@gmail.com
Hello,
I am interested in this module, especially the part that allows displaying the outstanding balance and the total invoice amount in the list.
Would it also be possible to add a column or a field showing the amount that has already been partially paid?
If this option is feasible, I am ready to purchase this add-on, as my client needs to see not only the outstanding balance but also the amount already paid.
Thank you in advance for your feedback.
Hello,
Thank you for your interest. I have already added the Paid Amount column to the invoice list, so now you can see the total invoice amount, the outstanding balance, and the amount that has already been paid.
This way, your client will have a complete view of the payments directly from the invoice list.
Best regards.
Let me check if it’s already added. If yes, I’ll purchase this add directly — this is exactly what I was looking for.
Thank you.
You can reach me if you need anything.
I’ve just purchased it and I’m really happy with it — exactly what I needed! Thanks a lot.
Thank you very much for your purchase!
Hello,
I am interested in this module, especially the part that allows displaying the outstanding balance and the total invoice amount in the list.
Would it also be possible to add a column or a field showing the amount that has already been partially paid?
If this option is feasible, I am ready to purchase this add-on, as my client needs to see not only the outstanding balance but also the amount already paid.
Thank you in advance for your feedback.
Hello,
Thank you for your interest. I have already added the Paid Amount column to the invoice list, so now you can see the total invoice amount, the outstanding balance, and the amount that has already been paid.
This way, your client will have a complete view of the payments directly from the invoice list.
Best regards.
Hi.
I bought recently tha extra_setting module. It is a big help for me, however I have some small issues, maybe I did not setup something right.
1. My language file is not loaded. I made the language, translated all words to my language and uploaded to the server. For the core system all translations are OK, but for this extra_setting is not working. I put my language folder and file in modules/extra_setting/language… I realized that even if the default language is set hungarian, the system tries to load only the english language for this extra_setting module.
2. I thought the multi currency means really multy currency, but in this case it is jut calculating the total of the invoice in the second currency. All the invoice items are in the default curerncy and at the end there is a total in the second currency. Is this as it should be or maybe I have to setup something to see all the invoice items and everything in multi-currency?
Thank you for your help, Miki.
Hi Miki,
Thank you so much for your kind message and for using the Extra Settings module — I’m really glad to hear it’s been helpful for you! Let me try to answer your questions one by one:
1. Language file not loading: Yes, the path you used is correct: modules/extra_setting/language. If the filename matches your language code (for example: language/hungarian_lang.php), it should work normally. If it’s still not loading, feel free to share your FTP details with me so I can check the issue directly.
2. Multi-currency in invoices: You are right — the second currency is only shown for the total amount, not for individual invoice items. I once did a custom modification for a client where each item had a different currency, but making this work as a reusable module is tricky — mainly because of how PDF generation is handled. Unfortunately, adding such dynamic changes to the PDF via a module is very limited, and that’s why I haven’t added it to the module yet.
If you ever need custom work or further help, you can always reach me at: halilyazilim1@gmail.comThanks again, and I wish you great success with your project!
Best regards, Halil
Hi. In the language folder I have 2 folers: “english” and “magyar” in the “english” folder I have the file “extra_setting_lang.php” and in the “magyar” folder I have the magyar_extra_setting_lang.php. My default language is set to “magyar”. still the english language file is loaded. But only for this module, the rest of the translations are OK.
language/magyar/extra_setting_lang.php
try it this way
It works, shame on me 
The first time I tried this gave some error and I thought it does not work.
So the language is working perfect now.
I will think about our company needs and if we request any custom work I will contact you.
Thank you very much for your help!
No worries at all Glad it’s working now! Feel free to reach out anytime.
Hello.
I recently saw your plugin on Codecayno Extra Settings Module for Perfex CRM.
I’m very interested, since in my country, the base currency used to calculate dollars is currently Bs., but the official currency is Bs. Therefore, I’m very interested in the plugin. However, I would like my clients to be able to see the amount in both dollars and Bs. on the PDF invoice, final invoice, etc.
Is this possible?
I’ll be waiting.
Hi,
Unfortunately, the PDF structure in Perfex is not designed in a way that allows modules to modify the invoice totals directly. Because of this, displaying both USD and Bs. amounts on the PDF isn’t supported through the module itself.
However, this can be achieved with a custom modification if needed.
Let me know if you’re interested in that — you can also reach me directly via email at halilyazilim1@gmail.com.
I received your email — it had gone to my spam folder. I’ve also replied to you via email.
Hi, i checked your Demo, everything works fine, Is the OTP Email Template can be altered?
Hello,
There is no screen option to edit the template. In the code, there is a file called mail_otp_content.php. You can create a new file named my_mail_otp_content.php in the same location and change the content there. If you don’t have anyone to help with the coding, I can assist you.
By the way, if you only need the OTP feature, I have a separate module for that. It is more advanced and lets the user choose the OTP method (email, SMS, or username and password).
Thanks, will check the other Module as well .
I hope this message finds you well.
Currently, Perfex calculates the percentage completion of checklists within a task only when there are 3 or more checklists present. Could you please modify this functionality to begin counting percentages starting from 1 checklist (and also support 2 checklists)?
This adjustment would provide more accurate progress tracking, especially for tasks with fewer checklists.
Thank you for considering this enhancement. Please let me know if you require further details or clarification.
Hello,
Thank you for your interest and feedback.
I’ve noticed that you’ve submitted similar enhancement requests across multiple of my modules. However, according to my records, it seems that you haven’t purchased any of these modules yet.
While I truly appreciate suggestions and ideas from the community, I kindly prioritize feature updates and improvements for verified customers. If you decide to purchase any of the modules, I’d be more than happy to consider your request within the scope of future updates.
Thank you for your understanding.
Best regards, Halil halilyazilim1@gmail.comHello, Does this module work with project rate with different currency?
Let’s say I would like to use USD currency or BDT currency on different project. I needed to work on the both currency somehow need to set project rate usd and somehow bdt. is it possible?
then how can I do that?
I check the demo but didn’t find the option.
Hello,
Yes, this is possible. I will enable the feature that adds two new fields to the project for currency and amount input, and I’ll inform you once it’s ready.
Hello again,
A feature has been added to the project list where you can track the amount with a second currency.
It is active on my demo site. Can you check it?
Can you work on the task reminder to be able to select more than one person—multiple people—when create a reminder the task section and to send all at once, rather than now when it only gives option to select one Task member per Reminder
Hi,
This would require changes to the structure of the reminder module itself. Unfortunately, this is not something that can be handled or extended through my module alone.
I’m getting 500 exception when i try installing the module
Could you please check the logs file? If there is anything in the log file, you can send it to me via email.
Alternatively, if you provide me with the FTP credentials, I can check it myself.
My email address: halilyazilim1@gmail.com.
I saw your email now. I am replying via email.
Hi we seen your module is workig and it showing cutom currency ammount at under section of other corrency. but the main porblem the ammount not showing on pdf. is tere any solution to sow the custom currency amount in PDF also. ?
Unfortunately, modifying the PDF content with the module is not possible at the moment, so the custom currency amount cannot be displayed in the PDF. However, I regularly check this feature as Perfex CRM releases new updates. If I find a way to add it in the future, I will make sure to enable it.
Let me know if you have any other questions.
Best regards,
Hello Sir , in the lead to form module It is not possible to assign a tag to the lead who completes the form.You can add this option ? To select one tag for the form leads.
Hello,
Thank you for your suggestion!
Yes, I will check this. If it’s possible, I will add this feature in the next update.
Best regards, Halil
Ok thanks
Is it possible to use the multi-currency in the “Leads” module and specify it in “Lead Value”.
I have reviewed the code, and the system uses the default main currency. However, I can add a currency selection option to the “Lead Creation” screen and display the selected currency in the lead list. Please note that this change will only affect these areas and will not impact the currency used in other parts of the system.
That is useful. Would it be able to handle the calculation of all deals and sum total in the base currency? Or would that detail need to be hidden ? If you are able to add this function, much appreciated….I really wish Perfex was a fully multi-currency system!
I will keep an eye on the changelog and purchase once implemented.
I would really like a module similar to https://www.boardintelligence.com/board-portal to be integrated into Perfex (board / committee agendas, papers, voting/decisions, minutes, action items etc). If this is something you can handle, I think it would be a great product. There are quite a few copies similar to boardintelligence, but they all run on expensive monthly subscriptions. A self hosted system would be great.
Thank you for your feedback. I will make the addition of the currency feature a lead for the next update. This process may take up to a month.
I will also ensure that I review the link you shared.
If you have any other questions, please don’t hesitate to ask. Additionally, you can reach me directly at halilyazilim1@gmail.com.
Thank you!
hi! does this work with for example other plugins right? I have a few for another author (the same author) and I do not want any problems with my installation
Hello!
Each module is designed to work independently and typically does not interfere with other modules. You should not experience any issues with your existing installations.
However, if you encounter any problems after installing the module, please feel free to contact me at halilyazilim1@gmail.com. I’ll be happy to assist you.
Thank you!
wow! great! and very fast response, gonna buy it right now
That’s great to hear! Thank you for your trust and support. If you need any help during installation or use, feel free to reach out anytime. Have a wonderful experience with the module!
Hi Halil, thank you for this great module. I would also like to be able to change the currency while creating a project.
If you can add this feature, it would be great. In Türkiye, when we give a quote and make a deal in USD, we cannot issue the invoice in USD; we have to issue it in TRY. While invoicing, we use the exchange rate of the day or the rate agreed in the contract, and invoice in TRY accordingly. However, the contract and project currency is USD. Any changes you make on this will make me and others like me very happy.
Thank you in advance.
Hi Burak,
Thank you very much for your valuable feedback. I would like to let you know that I will review and address this matter as soon as possible. You can always contact me via my email: halilyazilim1@gmail.com.
Thank you for your understanding and cooperation.
Best regards,
Can you update the changelog please as I am seeing the latest version on 22 November 2024 ?
Hi,
I didn’t add any new features in the latest update; I only performed code optimizations. Therefore, no additional entries have been made to the changelog. Whenever I add new features or fix bugs, I update the changelog accordingly.
Thank you!
In this case should update the module or not ?
There is nothing that will affect its operation or performance, but update it anyway. Find the latest version
