ERP/CRM Perfex — мощная CRM с открытым исходным кодом v3.1.6

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v3.1.6 - 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

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

• 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