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Perfex crm download
Perfex crm download







perfex crm download

Fix convert estimate to project task date format.

perfex crm download

Fix credit applied to draft invoice adds invalid invoice number.Fix some tasks/milestones not shown on customers area.Updated: Change email template message column to MEDIUMTEXT for longer mails support.Updated: Multiple comas on customer format will be automatically removed.Updated: Prevent closing the task modal if timesheet is being recorded/edited.Updated: Expense amount will be hidden from project activity log.Updated: Editing project won’t be possible on signed contracts.Updated: Kanban with better AJAX loading.Updated: Stripe subscriptions will load all plans instead of max 100.

perfex crm download

  • Added “Open in Map” button to customer profile map.
  • Added ability to specifiy milestone start date.
  • Add canonical url in knowledge base article for customers area.
  • Add total badges for comments and templates when viewing proposals and contracts.
  • Add totals number of records on tasks, proposals, estimates kan bans’s.
  • Add Twilio Alphanumeric Sender ID option.
  • Added ability to specifiy deal name prefix when importing deals via web to lead forms.
  • Added proposal and contract date created merge fields.
  • Added ability to add batch invoice payments.
  • Added ability to merge multiple tickets into one.
  • Added ability to configure reminders to be sent for completed but non-billed tasks.
  • Add indicator if someone is already replying to a ticket (admin area).








  • Perfex crm download