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Perfex - Powerful Open Source CRM + Premium Add-ons

Perfex - Powerful Open Source CRM + Premium Add-ons 3.3.0

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

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
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