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Discussion on Additional Fields Builder for Perfex CRM

Discussion on Additional Fields Builder for Perfex CRM

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6 comments found.

Hello. Nice work! I have one question. Can additional fields be visible in preview mode too? If not, are you thinking of introducing this feature? Thank you in advance for your reply.

Hello, a preview mode is a good suggestion. We will definitely consider adding it in a future update, but not in the next one, as we already have many pending suggestions that need to be addressed first.

Hi, can i use this extended licence on a SAAS module?

Hello, Yes you can.

Hi there,

i have a question about the company info, when we add an new text field, will this be visible on the invoice/quote etc.

and is it possible to change the location of the new field, or does it appear on the bottom of the company detail info.

(Demo has restrictions , i could not test test that in the demo)

Hello, yes for security reasons, we have restrictions on the company and staff forms, and additional fields will not be visible outside the create and edit forms of the company or any other module.

Regarding the UI placement, we added the fields at the bottom to avoid user confusion. You can adjust this with minor code changes, but we won’t be able to make those changes for you. However, we can guide you if needed.

ok, thank you.

Tlosos

Tlosos Purchased

Dear folks, After installing your module on my Perfex CRM instance, I noticed an issue with the Expenses functionality. When attempting to create a new expense, clicking the Save button does not trigger any action, and the expense is not saved. Kindly advise on this issue and let me know if any additional configuration or compatibility steps are required. Thanks

Hello, please check the console log to ensure the form is filled correctly and that all validations are passing. If it’s still not working, kindly share your credentials so we can check it ourselves. Also, please avoid posting issues and important data in the comments section.

Please mail us at : codeonstring@gmail.com

Thank you!

Hi, nice. If you add an image field to allow a .png image to be shown like a signature or other image we will buy.

Hello, this won’t be possible as it would cause issues with file management, file display, removal options, and overall design—especially when multiple files are involved. We already provide an option to open files in a new tab, and we’re also planning to add a popup view option. However, direct inline display of files won’t be supported.

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