Perfex - Powerful Open Source CRM + Premium Add-ons 3.1.6

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

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