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News

Version 1.0.6 Released

Perfex CRM - New Updates

We are happy to introduce you the new version 1.0.6 from Perfex CRM. This version mainly comes with a lot UI improvements and new exciting features.
Here is a list of all changes made in version 1.0.6.

  • Added ability to attach invoice attachments to email
  • Added option to set invoice due after X days in options
  • Added ability to copy invoice
  • Added option to mark lead as lost
  • Added option to mark lead as junk
  • Added Bulk PDF exporter for invoices/estimates/payments
  • Added ability to send customer SET PASSWORD LINK
  • Added task relation – task can be related to invoice/estimate/contract/customer/expense/ticket/lead
  • Added ability to mark task as public – anyone can view this task
  • Added ability to mark lead as public – anyone can view this lead
  • Added ability to add shipping details to invoice
  • Added client map
  • Added options in settings to choose what items to show in the calendar
  • Added ability to upload multiple contract attachments
  • Added ability to add custom field editor
  • Improved tasks
  • Added editor to tasks
  • Added editor to tickets reply (only for admins)
  • Changed the editor
  • Added email sending option for tasks
  • Added tasks email templates
  • Added invoice shipping details
  • Added lead status color – Will be also used in the kan ban
  • Added leads email integration – auto importing leads from email
  • Added google calendar integration – Possible options: Main calendar for all staff and calendar by department – if is set main calendar and calendar for department will be shown events from both calendars for this staff members.
  • Separated invoice billing details
  • Moved settings menu to left side
  • Removed lead assigne required
  • Improved  surveys question save – autosave after focout
  • Improved leads kan ban
  • Changed ticket attachments primary key from attachmentid to id
  • Improved table PDF export headers width
  • Fixed notifications loading in my profile
  • Fixed view by lead status
  • Fixed zip invoices/estimates/payments
  • Fixed invoice item delete error
  • Fixed client side knowledge base show without login if checked was not showing
  • Fixed <br /> tags on invoice items after multiple save
  • UI Improvements
  • Code Improvements
  • Other small bugs fixed