Perfex CRM is a self hosted Customer Relationship Management software that is a great fit for almost any company, freelancer or many other uses. With its clean and modern design, Perfex CRM can help you look more professional to your customers and help improve business performance at the same time.
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☝️ Perfex 2.7.0 Changelog
- Added ability to specify tasks cron job automation hours.
- Added ability to create a task while stopping the timer without a task.
- Added {project_name} merge field in email templates for invoices, estimates, contracts, subscriptions, and tickets.
- Added “Download All” lead attachments in .zip option.
- Added task-related name and link on kan-ban and border based on the task priority.
- Added ability on customers area contact to select language on the login page.
- Billed tasks created from the client, won’t be editable in the customers area.
- Added ability primary contact to create and edit other customer contacts in the customers area.
- Changed: Draft invoice won’t have a number assigned until it’s sent to the customer.
- Added new hotkey to toggle sidebar Shift+F.
- Added “Save and send later” feature for estimates.
- Removed the deprecated 2Checkout and Authorize AIM and SIM gateways.
- Updated milestones kan-ban in customers area to have horizontal scroll instead of stacking the milestones columns.
- Fully replaced the IMAP library for reading emails.
- Fixed expenses detailed report not loading sometimes.
- Fixed sometimes Gantt date update clears task dates.
- Fixed hard-coded table name in Dashboard mode.
- Fixed pre tags in task comments go outside the specific width.
- Fixed non-admin users can change leads to statuses colors from kan-ban view.
- Fixed customer subscribed to subscription email sent multiple times.