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Perfex - Powerful Open Source CRM + Premium Add-ons

Perfex - Powerful Open Source CRM + Premium Add-ons 3.1.5

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

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

Version 3.0.6 - June 23, 2023​

  • Fix deprecation warning
  • Fix CC bug on contracts
  • Fixed kanban not working on php7.4
  • Fix argument count exception in _l for php 8+
  • Fix Backward compatibility issue with php7.4
  • Fix Proposal content not parsing merge fields
  • Round Gateway fee’s to app decimal places
  • Fix slug_it function not working

Version 3.0.5​

May 23, 2023 Changelog
  • Add Microsoft mail engine via OAuth 2
  • Add Google mail engine OAuth 2
  • Add php 8.2 support
  • Add Contract sign reminder feature
  • Add Inter font CSS locally
  • Add payment gateway fee calculation for chosen payment gateways
  • Add permission for contracts and proposals templates
  • Add ability to clear session table via system info
  • Automatically assign logged-in staff as a sale agent
  • Updated: Remove allow-scripts from iframe examples
  • Updated: Remember all contacts contracts and cc a contract is sent to
  • Updated: Ensure contract reminder is only sent to notified contacts
  • Updated: Ensure the task new checklist is always at the bottom
  • Updated: Google Drive picker feature
  • Ensure the subscription’s last sent date is properly updated
  • Improve user display on tables
  • Fix taxes dropdown not loaded correctly on specific servers
  • Fix batch payment modal
  • Fix hyperlink custom fields import
  • Fix the main menu height in the admin area
  • Fix num to word Indian rupee
  • Fix padding on table checkboxes
  • Fix forms tabs not responsive
  • Fix TinyMCE not loading properly Norwegian language
  • Fix: 2factor auth is disabled when the staff profile is updated
  • Fix terms and policy links not opening in the form’s iframe
  • Fix warning when viewing a new empty contract
  • Fix template content not inserted properly
  • Fix theme style not applied to todo/notification icons.
  • Fix leads kanban tags search
  • Fix sidebar toggle not working on iPad

Version 3.0.4​

/Changelog /Version 3.0.4
  • Add the ability to specify lead source and status on lead import
  • Fixed an issue where the sidebar cannot be toggled when RTL is active
  • When an issue where the header is not displayed properly when RTL is active
  • Fixed incorrect active contracts summary count
  • Fixed undefined index PHP notice when form does not have a label
  • Fixed an issue where the update settings page is not opening on specific PHP versions
  • Fixed checkbox field outline on Firefox
  • Fixed overdue tasks not marked as red on the tasks table
  • Fixed amount discount field not visible on laptops
  • Fixed task checklist items icons not responsive
  • Fixed custom fields alignment when using multiple columns width
  • Update top started timer icon to spin slower
  • Removed the transition of the sidebar
  • Responsive improvements
Perfex - Powerful Open Source CRM Changelog Version 3.0.3
November 4, 2022

Version 3.0.2​

  • Fixed an error with the invoice number exist
  • Fixed invoices report not displayed in sales report
  • Fixed item description not displayed properly when adding item to transaction
  • Properly align ReCaptcha on the admin login area
  • Resolvd TCPDF PHP 8.1 division by zero warning
  • Removed top margin from sidebar logo
  • Responsive fixes

Version 3.0.3​

  • Fixed an issue where some deprecated hooks are triggering errors

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

Updating to version 3.0.0​

Fontawesome icons library​

The FontAwesome icons library has been updated to version 6, there is a compatibility v4 font file included, however, not all icons that were available in version 4 exist in version 6.

If you’ve used any custom icons in your Perfex CRM installation and now they are not shown correctly, make sure to update them and use icons from Fontawesome v6 (regular, solid, and brand icons free version).

Removed menu setup module menu icon picker​

Now when Perfex CRM uses FontAwesome icons v6, the icon picker is no longer compatible.

If you’ve used the icon picker to use a custom icon on the main or setup menu items, you no longer will be able to choose icons, however, you can still add the FontAwesome v6 icon manually in the icon field.

Note that if some icons that you have selected before are not shown properly, you will need to manually update them in Setup->Menu Setup-> Main Menu/Setup Menu and use v6 icons.

Custom customers area theme​

If you are using a custom theme for the customers area, some icons may not be displayed properly, however, your theme will work as expected using the current theme UI.

my_ prefixed files​

Perfex CRM version 3 comes with a new UI and a lot of changes in CSS as well as the HTML markup, if you are using my_ prefixed files, in some cases, depending on the file, the UI may not be displayed properly, we do recommend checking all your my_ prefixed file in case the UI is not aligned well on your installation.

To check all my_ prefixed files your installation uses, you can navigate to Setup->Settings-> System Info

Compatibility with third-party modules​

After you perform the update, if you have installed third-party modules the module UI may not be 100% compatible with the new Perfex CRM UI, if needed, please be patient and wait for the authors to update their modules.

Although we tried our best to avoid making changes that will fully break modules, we cannot guarantee that all modules will work properly after the update.

Please note that Perfex CRM version 3.0, won’t break any module functionality, it’s just that you will be able to see some imperfections and content misalignments in the UI of the module as well as some missing icons.
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