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Perfex - Powerful Open Source CRM 3.1

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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
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