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.
