Extra Settings Module For Perfex CRM

Description

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