Perfex CRM - Умная открытая система управления продажами 3.4.1

[work]

thanks to dear member @work updated Perfex CRM - Powerful Open Source CRM with a new update entry:

November 5, 2024

• 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...

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[hargrave]

thanks to dear member @hargrave updated Perfex CRM - Powerful Open Source CRM with a new update entry:

November 11, 2024

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...

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[work]

thanks to dear member @work updated Perfex CRM - Powerful Open Source CRM with a new update entry:

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...

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[theresa]

Big thanks to @theresa updated Perfex CRM - Powerful Open Source CRM 3.3.1 with a new update entry:
21 May 2025

Escape the contact name in customer format
Allow img width and height attributes in HTML content
Allow div in HTML-able text
Fix Estimate request {estimate_request_submitted_data} not properly formatted
Fix BR tag shown in the customer address information
Fix the table dropdown column values not exported to CSV/Excel
Fix the system prompt AI setting option
Fix undefined key status in AI fune tuning

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[Zeko]

thanks to dear member @hargrave updated Perfex CRM - Powerful Open Source CRM with a new update entry.

 

[netman]

A new update for Perfex CRM - Powerful Open Source CRM 3.4.0 is now available for free download. Big thanks to the contribution from our member @netman !
September 8, 2025

Add e-invoice compatible template generators (JSON/XML)
Add bulk export invoices in JSON/XML formats
Add bulk export credit notes in JSON/XML formats
Add the ability to view/download the invoice in JSON/XML
Add the ability to view/download the credit note in JSON/XML
Add the ability to add optional items for estimates
Add the ability to add optional items for proposals
Add the ability for multiple personal project notes
Add an option to disable languages and use only the needed languages by...

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[anne51]

A new update for Perfex CRM - Powerful Open Source CRM 3.4.1 is now available for free download. Big thanks to the contribution from our member @anne51 !

March 13, 2026

Add auto-conversion of leads to customers on proposal acceptance
Add a feature to clear the email queue
Add support for auto-conversion proposal to the invoice when a proposal is related to a lead
Add after_proposal_staff_status_changed hook
PHP 8.5 compatibility
Add app_pdf_constructor_params hook for customizing PDF library constructor parameters
Add more *_table_sql_join hooks for customizing SQL joins in admin tables
Remove configurable thousand and decimal separators from eInvoice data...

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