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Hello, is there a straight forward way to export Customers, leads, with all fields included (default and or custom fields), this is very hard and such basic features. The export feature only exports what’s in the view. How do you easily modify the view or just export everything regardless of what is showing in the view?
It is so complex that we had to buy the REST API to export to a Google sheets with such a simple task. Please help!
I installed the latest version 3.4 and it gives me errors when viewing Kanba in leads! Font size disfigures all of Kanba?
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.
I have the following question.
Would it be possible to automatically send all invoices that are paid to a Google Drive folder?
Unfortunately, there is no such ability available, however, using our bulk PDF exported, you can easily export them in a .zip file and upload them to Google drive.
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
Why did concord improve first instead of perfex? all the best tools, views and design have been improved in your new CRM, its really cool for deals
Concord CRM and Perfex CRM are 2 separate CRM and they both serve different purposes, they both are improved and maintained consistently, feel free to check their demo and decide which one is suitable for your requirements.
Thanks a lot! I’ll keep in mind for the next!
Can your crm work with this package: https://demo.kimbalite.com
I bought it yesterday but I want to integrate it with yours as well
Unfortunately there is no such integration available.
I have 2 questions:
1. Is it possible to add the Sent, Expired, Declined, Accepted bar to Proposals (https://prnt.sc/bmBeE4hgAAZg). Right now I only have it on Estimates but not Proposals.
2. How can I make the Projects page to be default when clients login, instead of the dashboard?
3. Can invoices be auto-created after proposal is accepted, just like with estimates?
1. We appreciate the suggestions and can look into this in future updates.
2. You can do this by following this guide https://help.perfexcrm.com/redirect-contact-to-another-page-after-login/
3. Unfortunately, no.
If you have more questions don’t hesitate to create a support ticket at https://my.perfexcrm.com we will be happy to assist you.
i don’t need customer portal, so how can i ignore typing password while creating new customer ? is there any option available ?
Unfortunately, no. However, you can aways use the auto-generate password feature to by pass this https://i.imgur.com/0okHnZd.jpg
Hi, Can we deactivate some modules whic are not used, e.g.: Support? Thank you
You can’t entirely disable core features, however, there is an option to hide the menu items. Navigate to Setup->Menu Setup and you have two options to HIDE / DISABLE Main Menu items or Setup Menu items.
Hi, ok thank you. Is it also possible to modify the proposal, e.g with the product brand, model and dimension? Thanks
is there planned to support e-invoicing ?
with including, e-invoicing format like :
- Universal Business Language (UBL)
- Cross Industry Invoice (CII),
- or mixed format like Factur-X
In 2024, in France governement, force to use e-invoicing
thanks for your reply and for feature planned about that, so we can prepare with perfex CRM or with other tools in conformity with this governement directive.
Have a nice Day
Each country has different e-invoice specifications, the problem is that all specifications are written in the country language which we don’t understand.
We do hope in the future to include an option for this but nothing to promise.
Line 77 -> #this>setJPEGQuality(#this->jpeg_quaility);
Maybe should be <<jpeg_quality>>
No big deal
hello, I think there is an error in the demo, the estimates are not shown in the client area and if the option “show draft budgets” is configured, the estimate EST-000001 is always shown in all clients. This is so or it’s a mistake? thank you
We checked on the demo, and it works fine. There is no such issue.
Hi once paid from email link (stripe checkout), after success the user landing on same page where pay now section with total amount and it says unpaid. but if click payment confirmation link from email i get right page where it says paid. how to solve this
You need to ensure your webhook is configured following this guide https://help.perfexcrm.com/stripe/#webhook
However, It would be difficult to assist you via the comments section. I would request you to please get in touch with our support team.
1. Does your Crm has duplicate phone number finder ( under leads ) automatically 2. Facebook Lead Integration 3. Webhook option
You can configure duplicate validation for leads in Setup->Settings->Leads.
You can check this module: https://codecanyon.net/item/facebook-leads-integration-sync-module-for-perfex-crm/25623248 to see if it’s suitable for your requirements.
You can check this module: https://codecanyon.net/item/webhooks-module-for-perfex-crm/38350010 to see if it’s suitable for your requirements
When I click a menu option the whole page flashes white for a second. Other CRM/SAAS systems don’t have this. Will this be fixed anytime soon?
Your other system called “Concord”does not have this problem either.
Perfex CRM is not a SPA; the entire page is refreshed when navigating between pages.
Can this be integrated with:
The best will be to consult a developer to see if he can build modules for this services by following this guide https://help.perfexcrm.com/category/modules
Is there any integration with acelle mail?
There is no module providing this feature we are aware off at this time.
Hello, a Presales Question please. After the installation of the script (regular or extended licensed ) for how long we will be able to have automatic updates via Perfex Dashboard? We will need some kind of Subscriptions to have for ever updates ?
And a second one.. We do need a crm for out company but we also have a few clients of ours that needs as well. What is the best choice of subscription type .. eg. normal for us and an extended for all of our 6 clients?
thanks in advanced
1. The automatic update is a life time for one installation per license.
2, You will need to purchase a license for Perfex CRM for each installation. In this case, you require one regular license and six extended licenses.
I’ve changed my database password. Where/what file do we update it?
You can try to reset the password from phpmyadmin: https://help.perfexcrm.com/reset-my-password-from-phpmyadmin/
Can you please make it compatible with PHP 8.2 ? When I upgrade from 8.1 to 8.2 I am not able to reach my instance.
We appreciate the suggestion and will look into this; we recommend using PHP8.1 as php8.2 was only released resrecentlycently.
I read from other comments that Perfex Crm does not include possiblilty for creating packing slips / delivery notes. The newest comment regarding this is 2 years old. Just want to check it if it is available in latest version?
Sorry, I found newer comments saying this is not available. I´ll have to continue my search for a suiteable ERP / CRM system…
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