Perfex CRM

Perfex CRM 3.1.6

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V 3.1.6 April 28, 2024

  • Add option to auto-convert proposal to invoice after acceptance (customers-related proposals only)
  • Add an option to disallow non-admin staff to edit tickets and replies messages
  • Fix tickets content show HTML
  • Fix modules menu item badge displays HTML
  • Fix the proposal table not sorting by date created
  • Fix detailed expenses report not working
  • Fix admin-related kb articles encoding
  • Fix TinyMCE not working in modals
  • Fix delete ticket redirect to invalid link
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  • Updated: TinyMCE to v6
  • Updated: Allow more HTML tags in ticket body content
  • Fix: Quick Create is not working for leads and tasks
  • Fix: Search results for knowledge base articles have incorrect links
  • Fix: Lead activity log shows HTML
  • Fix: Lead email activity tab shows HTML
  • Fix: Leads kanban status color not applied
  • Fix: Registration is not working when Honeypot is enabled
  • Fix: Delete ticket attachment downloads an empty image placaholder
  • Minor UI/CSS fixes
  • Security assessments
feb 18 2024

  • Add filter by members to the project table
  • Fix company info not displayed
  • Fix project milestones background not applied
  • Fixed cannot open proposal and estimate from pipeline
  • Fix new lines not applied in the timesheet report note
  • Fix auto importing tickets via IMAP not working
  • Fix some dates not properly formatted
  • Fix item description new lines not applied
  • Fix redirect not working on specific PHP builds
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/Version 3.0.6

  • June 23, 2023

  • Fix deprecation warning
  • Fix CC bug on contracts
  • Fixed kanban not working on php7.4
  • Fix argument count exception in _l for php 8+
  • Fix Backward compatibility issue with php7.4
  • Fix Proposal content not parsing merge fields
  • Round Gateway fee’s to app decimal places
  • Fix slug_it function not working
  • May 23, 2023
  • Changelog
  • Add Microsoft mail engine via OAuth 2
  • Add Google mail engine OAuth 2
  • Add php 8.2 support
  • Add Contract sign reminder feature
  • Add Inter font CSS locally
  • Add payment gateway fee calculation for chosen payment gateways
  • Add permission for contracts and proposals templates
  • Add ability to clear session table via system info
  • Automatically assign logged-in staff as a sale agent
  • Updated: Remove allow-scripts from iframe examples
  • Updated: Remember all contacts contracts and cc a contract is sent to
  • Updated: Ensure contract reminder is only sent to notified contacts
  • Updated: Ensure the task new checklist is always at the bottom
  • Updated: Google Drive picker feature
  • Ensure the subscription’s last sent date is properly updated
  • Improve user display on tables
  • Fix taxes dropdown not loaded correctly on specific servers
  • Fix batch payment modal
  • Fix hyperlink custom fields import
  • Fix the main menu height in the admin area
  • Fix num to word Indian rupee
  • Fix padding on table checkboxes
  • Fix forms tabs not responsive
  • Fix TinyMCE not loading properly Norwegian language
  • Fix: 2factor auth is disabled when the staff profile is updated
  • Fix terms and policy links not opening in the form’s iframe
  • Fix warning when viewing a new empty contract
  • Fix template content not inserted properly
  • Fix theme style not applied to todo/notification icons.
  • Fix leads kanban tags search
  • Fix sidebar toggle not working on iPad
Perfex CRM Change log
  • Add the ability to specify lead source and status on lead import
  • Fixed an issue where the sidebar cannot be toggled when RTL is active
  • When an issue where the header is not displayed properly when RTL is active
  • Fixed incorrect active contracts summary count
  • Fixed undefined index PHP notice when form does not have a label
  • Fixed an issue where the update settings page is not opening on specific PHP versions
  • Fixed checkbox field outline on Firefox
  • Fixed overdue tasks not marked as red on the tasks table
  • Fixed amount discount field not visible on laptops
  • Fixed task checklist items icons not responsive
  • Fixed custom fields alignment when using multiple columns width
  • Update top started timer icon to spin slower
  • Removed the transition of the sidebar
  • Responsive improvements
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