Extra Settings Module For Perfex CRM

Descrição

Note: This is a module for Perfex CRM.
Not a standalone script.

Demo Link

This module aims to make your work easier by providing extra settings for Perfex CRM.

Settings you can find in this module :

Contract

• You can activate your contract signature as a merge field. This way, you can use your customer’s signature in more than one place on the contract.
• You can create contracts in different currencies by activating the multi currency feature for contracts
• When you enable the sorting feature for contracts, you can set which column the list will be sorted by when it is loaded

Invoice

• By activating multi-currency on the invoice, you can invoice your customers in different currencies.
• You can add a new currency and exchange rate to your invoice by activating the secondary currency feature. In this way, you can also track your invoice in foreign currency.
• You can activate the number of days for overdue invoices in the list. In this way, it becomes easier to track how many days have passed since the due date.
• You can activate the amount to be paid in the list. In this way, you can easily track the remaining balance in partial payments.
• By activating the feature, you can follow the sales agent through the list.
• You can track when the status changes via the list.
• When you enable the sorting feature for invoices, you can set which column the list will be sorted by when it is loaded

Estimate

• By activating multi-currency on the estimate, you can estimate your customers in different currencies.
• You can add a new currency and exchange rate to your estimate by activating the secondary currency feature. In this way, you can also track your estimate in foreign currency.
• By activating the feature, you can follow the sales agent on the list.
• When you enable the sorting feature for estimates, you can set which column the list will be sorted by when it is loaded

Customer

• By enabling the feature of showing customer admins in the list, you can easily follow the customer admins on the list.
• You can track the customer’s status change date on the list.
• You can track the customer’s last invoice date date on the list.
• Your customers can log in using their mobile phones without requiring a username and password.
• You can improve customer tracking by using the source feature, which is used for leads, with your customers as well.
• When you enable the sorting feature for customers, you can set which column the list will be sorted by when it is loaded

Proposal

• By activating multi-currency on the proposal, you can proposal your customers in different currencies.
• You can add a new currency and exchange rate to your proposal by activating the secondary currency feature. In this way, you can also track your proposal in foreign currency.
• By activating the feature, you can follow the assigned staff through the list.
• When you enable the sorting feature for proposal, you can set which column the list will be sorted by when it is loaded

Expenses

• By activating multi-currency on the expense, you can expense in different currencies.
• You can activate the total tax amount in the list. In this way, you can easily track the total tax amount.
• You can activate the total amount without tax in the list. In this way, you can easily track the total net amount.
• When you enable the sorting feature for expenses, you can set which column the list will be sorted by when it is loaded

Project

• You can track when the status changes on the list.
• When you enable the sorting feature for project, you can set which column the list will be sorted by when it is loaded

Tasks

• You can track when the status changes on the list.
• You can simplify tracking by enabling the display of the related record in a new column within the task table.
• When you enable the sorting feature for tasks, you can set which column the list will be sorted by when it is loaded

Leads

• You can set new required fields in the form.
• You can track when the status changes on the list.
• When you enable the sorting feature for tasks, you can set which column the list will be sorted by when it is loaded

General

• Enable redirect of phone numbers to web.whatsapp.com. In this way you can easily contact your customers via web WhatsApp

OTP Example

Demo Link

Username : demo@demo.com

Password : 1234

If there are any other features you would like to see added, you can contact me at halilyazilim1@gmail.com.

Change Logs

Version 1.1.0 / 2024-09-22

Source feature activated in customer list

Related record shown in new column activated in tasks

Version 1.0.9 / 2024-08-06

Added ability to log in using email for customers

Version 1.0.8 / 2024-08-01

Added ability to log in using phone number for customers

Version 1.0.7 / 2024-07-28

Added feature to specify tag and phone number as mandatory fields in lead record.

Version 1.0.6 / 2024-07-24

Status change date option has been added to the lists.

Sales manager/assigned personnel option has been added to the lists.

Version 1.0.5 / 2024-06-20

- Added multi-currency  for contract.

Version 1.0.4 / 2024-05-26

- Added secondary currency for invoice, proposal and estimate.

Version 1.0.3 / 2024-05-21

- Added the option to sort tables according to the column you want.

Version 1.0.2 / 2024-05-13

- Added column order setting for new fields added to tables.