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Perfex - Powerful Open Source CRM + ADDONS v3.4.0

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This file has been updated to v3.3.0

What's New in this Version:

  • Added OpenAI module

  • Added “Summarize ticket with AI” feature

  • Added “Suggest ticket reply with AI” feature

  • Added fine-tuning support using the knowledge base and predefined replies with OpenAI

  • Added ability to enhance ticket reply tone (formal, polite, friendly)

  • Added ability to enhance knowledge base text (formal, polite, friendly)

  • Updated to the latest Stripe API (Basil version)

  • Updated number-to-words conversion to support 3 decimal places

  • Updated the checklist progress display for tasks with two checklist items

  • Updated unordered list style to disc in .tc-content

  • Updated to enforce required item custom field select input

  • Improved lead form by properly disabling the save button during submission

  • Enhanced expense create/edit view

  • Enhanced PHP 8.4 compatibility

  • Fixed “Lead is public” checkbox

  • Fixed deprecations warnings

  • Fixed error when invoicing a project without tasks

  • Fixed task assignees select input

  • Fixed task milestone select input

  • Fixed issues with the TwoCheckout payment gateway

  • Fixedproject_descriptionmerge field rendering raw HTML

  • Fixed French number-to-words format

  • Fixed issue with adding tabs from modules

  • Fixed tasks table export, excluding task status

  • Fixed PDF file name on draft invoice, save & send email

  • Fixed modules from conflicting with the Subscriptions description column on the select query

  • Security fixes and enhancements

  • Addedget_country

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This file has been updated to 3.4.0

What's New in this Version:

  • Add e-invoice compatible template generators (JSON/XML)

  • Add bulk export invoices in JSON/XML formats

  • Add bulk export credit notes in JSON/XML formats

  • Add the ability to view/download the invoice in JSON/XML

  • Add the ability to view/download the credit note in JSON/XML

  • Add the ability to add optional items for estimates

  • Add the ability to add optional items for proposals

  • Add the ability for multiple personal project notes

  • Add an option to disable languages and use only the needed languages by the company.

  • Update the ticket’s original message to respect the ticket_replies_order setting.

  • Updated: Send an invoice to the client automatically when an estimate is accepted and invoiced

  • Updated: Allow other currencies in the French number to word generator
    ensure expense receipt name truncates

  • Remove redundant environment check in email logging

  • Fix the undefined variable in the expenses cron

  • Fix proposal for lead failing inactive user check when contact with the same ID exists

  • Fix the invoice not sent filter not applied correctly

  • Fix subscription plan dropdown overflows

  • Fix estimate request {estimate_request_submitted_data} not properly formatted

  • Fix false positive on cPanel upload scanner

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