Perfex - Powerful Open Source CRM v3.1.6

Version 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

Version 3.1.5​

March 18, 2024

• 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 – thanks to https://bytekey.com/

Version 3.1.3-3.1.4​

February 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

Version 3.1.1 – Maintenance​

January 6, 2024

• Fix customers dropdown not searchable
• Fix my tasks table showing all tasks
• Fix tickets table status filter not working correctly

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Version 3.1.0​

January 4, 2024

• Add advanced filters for customers
• Add advanced filters for tasks
• Add advanced filters for invoices
• Add advanced filters for estimates
• Add advanced filters for subscriptions
• Add advanced filters for proposals
• Add advanced filters for tickets
• Add advanced filters for leads
• Add advanced filters for projects
• Add advanced filters for expenses
• Add staff_cant function and deprecate has_permission function
• Add advanced filters for contracts
• Add advanced filters for credit notes
• Add a create form button to estimate the request page
• Updated: Do not allow editing contract content after signing or marked as signed
• Updated: Lock contract content with used merge fields after signing or marked as signed
• Update: Auto disable Pusher in case of invalid configuration
• Update default charset to utf8mb4 (new installs only)
• Add ability to save filters
• Add ability to filter by custom fields
• Add ability to mark filters as default
• Add ability to share filters with other team members
• Add ability to dynamically filter dates e.q. “next month”
• Add ability to create conditional filters
• Allow customers to table VAT search
• Allow modules to register custom filters for supporting tables
• Remove leads filters in favor of the new filter feature
• Convert template column content to long text
• Remove deprecated MySQL functions
• Apply decimal setting to customer area dashboard
• Remove hardcoded db prefix in leads import
• Performance improvements
• Fix pagebreak adding extra <p> tags to editors
• Fix the calendar shown in English in the client area
• Fix invoice items table
• Fix bug with login in after importing customer without password
• Fix custom field related to customer result not showing customer name
• Fix undefined variable $ci error in the Tasks controller
• Fix the sidebar toggle on a tablet
• More hooks added
• Minor fixes

NA

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Changelog​

• New UI for admin area, customers area, and external forms
• Improved custom fields of type date and number sort when displayed on a table
• Improved: Make milestone modal static to prevent losing changes
• Improved: Number to word feature for Indian numbers
• Added additional contracts filters
• Add client website merge field
• Add project proposals to project settings features
• Add tickets widgets average reply column
• Ensure payment notification redirects to payment edit view
• Update hook before_update_task to be triggered before any changes are saved
• Fix payment mode update modal showing HTML code instead description
• Fix estimate items custom fields not validated
• Fix estimate client select not refreshed
• Fix calendar breaks on custom themes
• Fix shipping details not showing vat and phone
• Fix e-signature signature not working on Safari
• Fix new lead button not clickable on “sm” viewport
• Fix contract marked as signed or signed show red table background
• Fix incorrect currency when converting proposal with project
• Fix support ticket menu not possible to hide via menu setup
• Fix currency symbol position on leads table
• Fix incorrect amount in payment recorded email when batch payment is recorded
• Fix support ticket validation message locale when passing custom language
• Fix “set password” email is not being triggered when leads are converted to client
• Fix number to word language on PDF no respecting loaded language
• Fix bug where download projects files return empty zip
• Fixed Paypal popup not opening when invoice billing address does not have country
• Fix Stripe subscription status not updated
• Minor fixes
• Additional hooks added

• Added ability to import expenses
• Add Khmer compatible PDF fonts
• Added honeypot spam technique on the register form
• Added new core module for CSV Export
• Added ability to CSV export, customers, leads, contacts, payments, expenses
• Added a new dashboard widget for staff ticket reports.
• Added option to show/hide company PDF signature on proposal
• Added ability to link customer-related proposals to project
• Added proposals tab in customers area project
• Added ability to specify ticket form service via URL query
• Added option ticket notifications to be sent only to the assigned user
• Updated: Ticket CC on reply will be remembered
• Updated: Set original filename when sending project files
• Updated: Ensure only 2fa code of staff in current session can be used to login
• Fix contracts hidden from customers area are still visible via project
• Fix cannot use tasks select dropdown after adding an expense to the invoice
• Fix draft estimate link visible on proposals table
• Fixed authorize net payment gateway
• Fixed estimate request form checkbox not aligned properly.
• Fixed recurring invoices table now showing correct frequency
• Fix incorrect announcement badge count in contact profile dropdown
• Fixed staff hourly rate calculation report
• Fixed new contact and task form URL not working properly on some specific servers
• Fix draft estimates shown in the customers area project