Perfex - Powerful Open Source CRM

Released January 5, 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