Perfex - Powerful Open Source CRM + Premium Add-ons 3.4.0

• Add e-invoice compatible template generators (JSON/XML)
• Add bulk export invoices in JSON/XML formats
• Add bulk export credit notes in JSON/XML formats
• Add the ability to view/download the invoice in JSON/XML
• Add the ability to view/download the credit note in JSON/XML
• Add the ability to add optional items for estimates
• Add the ability to add optional items for proposals
• Add the ability for multiple personal project notes
• Add an option to disable languages and use only the needed languages by the company.
• Update the ticket’s original message to respect the ticket_replies_order setting.
• Updated: Send an invoice to the client automatically when an estimate is accepted and invoiced
• Updated: Allow other currencies in the French number to word generator
  ensure expense receipt name truncates
• Remove redundant environment check in email logging
• Fix the undefined variable in the expenses cron
• Fix proposal for lead failing inactive user check when contact with the same ID exists
• Fix the invoice not sent filter not applied correctly
• Fix subscription plan dropdown overflows
• Fix estimate request {estimate_request_submitted_data} not properly formatted
• Fix false positive on cPanel upload scanner

Version 3.3.1​

May 21, 2025

• Escape the contact name in customer format
• Allow img width and height attributes in HTML content
• Allow div in HTML-able text
• Fix Estimate request {estimate_request_submitted_data} not properly formatted
• Fix BR tag shown in the customer address information
• Fix the table dropdown column values not exported to CSV/Excel
• Fix the system prompt AI setting option
• Fix undefined key status in AI fune tuning

Version 3.3.0​

April 22, 2025

• Added OpenAI module
• Added “Summarize ticket with AI” feature
• Added “Suggest ticket reply with AI” feature
• Added fine-tuning support using the knowledge base and predefined replies with OpenAI
• Added ability to enhance ticket reply tone (formal, polite, friendly)
• Added ability to enhance knowledge base text (formal, polite, friendly)
• Updated to the latest Stripe API (Basil version)
• Updated number-to-words conversion to support 3 decimal places
• Updated the checklist progress display for tasks with two checklist items
• Updated unordered list style to disc in .tc-content
• Updated to enforce required item custom field select input
• Improved lead form by properly disabling the save button during submission
• Enhanced expense create/edit view
• Enhanced PHP 8.4 compatibility
• Fixed “Lead is public” checkbox
• Fixed deprecations warnings
• Fixed error when invoicing a project without tasks
• Fixed task assignees select input
• Fixed task milestone select input
• Fixed issues with the TwoCheckout payment gateway
• Fixed project_descriptionmerge field rendering raw HTML
• Fixed French number-to-words format
• Fixed issue with adding tabs from modules
• Fixed tasks table export, excluding task status
• Fixed PDF file name on draft invoice, save & send email
• Fixed modules from conflicting with the Subscriptions description column on the select query
• Security fixes and enhancements
• Added get_countryhook

Version 3.2.1​

• Fix estimates settings menu not working.
• Fix the timesheet overview that is not working on specific database types.
• Fix Stripe iDEAL module throws an error after activation.
• Fix invoice overdue days to show float instead of integer.
• Update: Make invoices financial stats visible by default in card style.
• Update: Customer profile tabs UI.
• Update: Project overview UI.
• Update: Auto determines logo (dark/white) on header based on header background.
• Update: Auto adjusts color on the sidebar profile button based on the sidebar background.
• Update: Allow changing the content background color via the “Theme Style” module.
• Update: Allow changing the table links color.
• UI fixes and responsive fixes.

Version 3.2.0​

NOTE: This version requires minimum PHP 8.1

• Add the ability to disable the ticket public form.
• Add the ability to search for full invoice/estimate/credit note numbers in a table and global search.
• Add a new Stripe iDEAL gateway (module) to comply with the new Stripe API.
• Add primary contact, and customer groups to CSV export for customers.
• Add project status to project-related email merge fields.
• Update Stripe API.
• New UI.
• New ticket details view.
• New contract details view.
• New expense form view.
• PHP 8.3 fixes.
• PHP 8.4 compatibility.
• Update: Minimum required PHP version 8.1.
• Update: Enhance leads modal UI.
• Update: Enable spell checker in TinyMCE editor
• Update: Hide inactive staff on the staff ticket dashboard
• Update: Make dropdowns in tables clickable.
• Update: Auto-apply a filter on lead summary status click.
• Update: Make estimates/invoices/expenses quick summary visible by default.
• Update: Auto-apply a filter on estimates/invoices quick stats click.
• Update: Auto-apply a filter on tasks summary status click.
• Fix print lead incorrectly aligned content.
• Fixed \n not converter to <be /> on imported tickets.
• Fix cannot download ticket public form attachments.
• Fix add a contact in customer area error when sending set password checked.
• Fix the knowledge base group color not shown on Kanban.
• Fix timesheets table group not always working.
• Fix invoice not having payments filter not considering credits.
• Fix custom field number sorting and filtering.
• Fix project expenses filter.
• Fix batch payment permissions checks are incorrect.
• Fix ticket message double encoding.
• Fix invoice/estimate shown in proposals table when contact not authorized
• Fix the date filter not always working correctly.
• Fix backup/surveys vendor files missing.
• Fix select placeholder on clients area.
• Hooks updates
  • Move after_invoice_added hook before sending an email.
  • Add customers_navigation_before_logout hook.
  • Add before_admin_ticket_addreply_tabpanel_content hook.
  • Add after_total_summary_estimatehtml hook.
  • Add estimatepdf_organization_info hook.
  • Add after_total_summary_invoicehtml hook.

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