Tested Perfex CRM - Powerful Open Source CRM 3.2.1

v3.0.3

• Fixed an issue where some deprecated hooks are triggering errors

v3.0.2

• 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

• 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

addons for CRM 2.9.4

2.9.4 crm no inlcude addons

• Fix Mollie payment gateway sometimes not recording payments.
• Fix cron not working because of invalid imap namespace.
• Fix issue with tags overflowing on mobile.
• Update: Show at least 1% progress for invoices awaiting payment

• Add indicator if someone is already replying to a ticket (admin area).
• Added ability to configure reminders to be sent for completed but non-billed tasks.
• Added ability to merge multiple tickets into one.
• Added ability to add batch invoice payments.
• Added proposal and contract date created merge fields.
• Added ability to specifiy deal name prefix when importing deals via web to lead forms.
• Add Twilio Alphanumeric Sender ID option.
• Add totals number of records on tasks, proposals, estimates kan bans’s
• Add total badges for comments and templates when viewing proposals and contracts.
• Add canonical url in knowledge base article for customers area.
• Added ability to specifiy milestone start date.
• Added “Open in Map” button to customer profile map.
• Updated: Stripe subscriptions will load all plans instead of max 100.
• Updated: Kanban with better AJAX loading.
• Updated: Editing project won’t be possible on signed contracts.
• Updated: Expense amount will be hidden from project activity log.
• Updated: Prevent closing the task modal if timesheet is being recorded/edited.
• Updated: Multiple comas on customer format will be automatically removed.
• Updated: Change email template message column to MEDIUMTEXT for longer mails support.
• PHP 8.1 compatibilities.
• Fix some tasks/milestones not shown on customers area.
• Fix credit applied to draft invoice adds invalid invoice number.
• Fix convert estimate to project task date format.
• Fix project notification being sent to all contacts when few only selected.
• Fix hyperlink custom fields not working in leads modal.
• Small bugs fixed.