Perfex CRM Addon Perfex CRM SaaS Module - Transform Your Perfex CRM into a Powerful Multi-Tenancy Solution v0.2.4

• Add more tenant seeding options; can now set dedicated instance for seeding purpose or use default perfex installation or the master CRM
• Delayed permanent instance removal: can set days before instance is removed permanently after deleting
• Improved whitelabeling: saas settings menu and asset links
• Improved whitelabeling: added option to rename the default theme (perfex) to any name
• Add client menu control extension
• Discontinue hiding of client menu in SaaS module in favour of new client menu control extension
• Improve marketplace accessibility
• Add image to module and services marketplace
• Added more hooks for exension of the saas module
• Improve translations
• Fix alternative host url for subdomain input suggestion on registration field
• Fix services adding issue
• Fix tenant quota limit for billing cycle
• Other minor improvements

version 0.2.3 – patch 26/02/2024

• Fix alternative host issue where main domain might not accessible.
• Add referral tracking of web to lead for affiliate module.
• Fix affiliate menu not showing in SaaS My Account menu when using single portal mode

version 0.2.3 23/02/2024

• Added tabs visibility control to package settings, enabling the hiding of tabs such as settings, projects, and customer profiles.
• Streamlined menu titles for enhanced design.
• Improved package customization with the addition of extra invoice items or services marketplace, offering both monthly and one-time payment options.
• Enhanced magic authentication for new tenant when using cPanel/Plesk. Tenants will now utilize URL paths for the initial 20 minutes until SSL is ready when subdomain/alias domain option is enabled.
• Implemented an alternative base host in SaaS settings. This allows installation at app.domainA.com while tenants use tenantid.domainA.com as subdomains, instead of tenantid.app.domainA.com or entirely different domains.
• Resolved mobile responsiveness issues for improved usability.
• Other minor improvements

version 0.2.2 18/02/2024​

• Fix Updating DSN and preventing the revelation of DSN connection to clients.
• Improved cPanel testing for addon domain, now handled as a separate process.
• Enhanced translation in middleware pages.
• Improved reliability of page masking hook.
• Resolved client menu issues in Perfex v3.1.2.

version 0.2.1 15/02/2024

• Fix admin and client menu issue in new version of Perfex v3.1.2

version 0.2.0 12/02/2024

• Added 4 new free extensions
• Added Misc settings to exclude certain clients/customers from SaaS feature
• Added easily accessible link to quota card for package customization
• Removed perfex_saas_tenant_id column from master and tenants table in old pre v0.0.7 installations.
• Fixed error when running cron using CLI
• Added auto removal of instance feature due to inactivity – through package advance settings
• Added billing cycle reset option to package limit/resources. Resources may now be configured to reset on every billing cycle
• Improved third-party module management and extension installation
• Improved matching for registration page
• Auto migration of core Perfex database upgrade during new Perfex update
• Improved tenant seeding process
• General minor improvements

version 0.1.9 06/01/2024

• Added v3.1.0 migration seed for new tenants
• Improve SaaS extension loading
• Fix issue downloading ‘Disable customer panel’ module

Version 0.1.8

-REST API support ( Docs: https://perfexcrm.themesic.com/saasapiguide/index.html )

v0.1.6 - 06/12/2023
Fix tenant issue experienced on some setup in v0.1.5

version 0.1.3 04/11/2023

• Added a new settings area, namely “Miscellaneous,” which includes an option to provide a URL that the tenant will be redirected to after creating their first instance. The URL could be an internal survey or any other link, and we add essential tenant information to the URL.
• Fixed a 419 issue on lead forms and some other endpoints when using a path ID URL for the tenant.
• Resolved the zero-trial issue: made the trial optional when it’s set to 0 or less.
• Removed the blue background from the Saas menu in the super admin section.
• Now, Perfex core invoice due dates are respected, and tenant

Version 0.1.2 10/10/2023

• Add cPanel Integrations for Database and Addon domain automation
• Improve cron process
• Fix tenant module installation issues caused by some third party modules
• Add french translation
• Add access prevention to tenants when trials expires
• Other minor improvements