Perfex - Powerful Open Source CRM v3.2.0

v3.2.0 - November 5, 2024
NOTE: This version requires minimum PHP 8.1
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.
PHP 8.3 fixes.
PHP 8.4 compatibility.
Update: Minimum required PHP version 8.1.
Update: Enhance leads modal UI.
Update: Enable spell checker in TinyMCE editor
Update: Hide inactive staff on the staff ticket dashboard
Update: Make dropdowns in tables clickable.
Update: Auto-apply a filter on lead summary status click.
Update: Make estimates/invoices/expenses quick summary visible by default.
Update: Auto-apply a filter on estimates/invoices quick stats click.
Update: Auto-apply a filter on tasks summary status click.
Fix print lead incorrectly aligned content.
Fixed \n not converter to <be /> on imported tickets.
Fix cannot download ticket public form attachments.
Fix add a contact in customer area error when sending set password checked.
Fix the knowledge base group color not shown on Kanban.
Fix timesheets table group not always working.
Fix invoice not having payments filter not considering credits.
Fix custom field number sorting and filtering.
Fix project expenses filter.
Fix batch payment permissions checks are incorrect.
Fix ticket message double encoding.
Fix invoice/estimate shown in proposals table when contact not authorized
Fix the date filter not always working correctly.
Fix backup/surveys vendor files missing.
Fix select placeholder on clients area.
Hooks updates
Move after_invoice_added hook before sending an email.
Add customers_navigation_before_logout hook.
Add before_admin_ticket_addreply_tabpanel_content hook.
Add after_total_summary_estimatehtml hook.
Add estimatepdf_organization_info hook.
Add after_total_summary_invoicehtml hook.

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

v3.1.5 - 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 3.1.2 - February 13, 2024​

• Minimum required PHP version 8.0.
• Add an option to disable non-admin to delete tickets/replies.
• Add the ability to select required fields for the customers area register form
• Fixed expense category filter
• Fix Outlook/Google sending to one email address only
• Fix cannot login as regular staff
• Fix tasks filters in customer profile not working
• Fix the attached payment file name in emails is incorrect
• Fix lead convert to customer throws an error
• Security improvements
• add after_recurring_expense_created hook
• add after_recurring_invoice_created hook

Version 3.1.1 = January 6, 2024
Fix customers dropdown not searchable
Fix my tasks table showing all tasks
Fix tickets table status filter not working correctly