Perfex CRM is complete Customer Relationship Management software that is a great fit for almost any company, freelancer or many other uses. With its clean and modern design, Perfex CRM can help you look more professional to your customers and help improve business performance at the same time.
December 22, 2017 Changelog
Fully re-organized and renamed helper files.
Option to show/hide project name on estimate/invoice/credit note PDF and HTML.
Dashboard widgets are now sortable.
Option to hide/show dashboard widgets.
Ability to show/hide project tabs, per project.
Ability to show/hide customer profile tabs from settings.
Moved admin dashboard file home.php to separate folder and renamed home.php to dashboard.php
Renamed admin Home controller to Dashboard.
Renamed admin Home_model to Dashboard_model.
Billing info will be automatically added when converting lead to customer.
Moved tasks tables tags column in name row, to save on space.
Moved longitude and latitude from customer profile into maps tab.
Added ability to create new lead statuses, sources, expense categories etc… inline while creating data.
Removed email templates for tasks finished, unmarked as finished and added 1 new general email template for all task status change.
Improvements in task modal, common used fields can be edited now directly from task modal.
Tasks kan ban card will be red if task is overdue and blue if current user is assigned.
On pinned projects company name will be shown, helpful for differentiating between pinned projects with similar or identical names.
Added staff reminders email in email templates.
Improvements in tasks detailed overview.
By default in leads table, leads that belong to the default system status Customer will be excluded.
Option to add Hour of day to perform automatic operations in cron settings for proposals, estimates, contracts.
Project milestones improvements, added actual kan ban.
In My Reminders dashboard tab added View All button to view all reminders.
Performance and design improvements.
Improvements for PHP 7.2.
Fixed 500 error when edit invoice for staff without permission VIEW.
Fixed table error for contracts for staff with permission VIEW (Own).
Fixed special characters issue on payment PDF.
Fixed cannot update ticket settings when CSRF is enabled.