Observe: It is a module for Perfex CRM.
Not a standalone script.
This module goals to make your work simpler by offering further settings for Perfex CRM.
Settings yow will discover on this module :
Contract
- You possibly can activate your contract signature as a merge subject. This manner, you should use your buyer’s signature in a couple of place on the contract.
- You possibly can create contracts in numerous currencies by activating the multi forex function for contracts
- Once you allow the sorting function for contracts, you may set which column the checklist will likely be sorted by when it’s loaded
Bill
- By activating multi-currency on the bill, you may bill your clients in numerous currencies.
- You possibly can add a brand new forex and change fee to your bill by activating the secondary forex function. On this approach, you can even observe your bill in overseas forex.
- You possibly can activate the variety of days for overdue invoices within the checklist. On this approach, it turns into simpler to trace what number of days have handed because the due date.
- You possibly can activate the quantity to be paid within the checklist. On this approach, you may simply observe the remaining steadiness in partial funds.
- By activating the function, you may comply with the gross sales agent by way of the checklist.
- You possibly can observe when the standing adjustments by way of the checklist.
- Once you allow the sorting function for invoices, you may set which column the checklist will likely be sorted by when it’s loaded
Estimate
- By activating multi-currency on the estimate, you may estimate your clients in numerous currencies.
- You possibly can add a brand new forex and change fee to your estimate by activating the secondary forex function. On this approach, you can even observe your estimate in overseas forex.
- By activating the function, you may comply with the gross sales agent on the checklist.
- Once you allow the sorting function for estimates, you may set which column the checklist will likely be sorted by when it’s loaded
Buyer
- By enabling the function of exhibiting buyer admins within the checklist, you may simply comply with the client admins on the checklist.
- You possibly can observe the client’s standing change date on the checklist.
- You possibly can observe the client’s final bill date date on the checklist.
- Your clients can log in utilizing their cellphones with out requiring a username and password.
- You possibly can enhance buyer monitoring through the use of the supply function, which is used for leads, along with your clients as properly.
- Once you allow the sorting function for purchasers, you may set which column the checklist will likely be sorted by when it’s loaded
Proposal
- By activating multi-currency on the proposal, you may proposal your clients in numerous currencies.
- You possibly can add a brand new forex and change fee to your proposal by activating the secondary forex function. On this approach, you can even observe your proposal in overseas forex.
- By activating the function, you may comply with the assigned workers by way of the checklist.
- Once you allow the sorting function for proposal, you may set which column the checklist will likely be sorted by when it’s loaded
Bills
- By activating multi-currency on the expense, you may expense in numerous currencies.
- You possibly can activate the full tax quantity within the checklist. On this approach, you may simply observe the full tax quantity.
- You possibly can activate the full quantity with out tax within the checklist. On this approach, you may simply observe the full web quantity.
- Once you allow the sorting function for bills, you may set which column the checklist will likely be sorted by when it’s loaded
Undertaking
- You possibly can observe when the standing adjustments on the checklist.
- Once you allow the sorting function for venture, you may set which column the checklist will likely be sorted by when it’s loaded
Duties
- You possibly can observe when the standing adjustments on the checklist.
- You possibly can simplify monitoring by enabling the show of the associated file in a brand new column throughout the process desk.
- Once you allow the sorting function for duties, you may set which column the checklist will likely be sorted by when it’s loaded
Leads
- You possibly can set new required fields within the kind.
- You possibly can observe when the standing adjustments on the checklist.
- Once you allow the sorting function for duties, you may set which column the checklist will likely be sorted by when it’s loaded
Basic
- Allow redirect of cellphone numbers to internet.whatsapp.com. On this approach you may simply contact your clients by way of internet WhatsApp
OTP Instance
Username : demo@demo.com
Password : 1234
If there are some other options you wish to see added, you may contact me at halilyazilim1@gmail.com.
Change Logs
Model 1.1.1 / 2025-01-06
shopper add bug mounted
Model 1.1.0 / 2024-09-22
Supply function activated in buyer checklist
Associated file proven in new column activated in duties
Model 1.0.9 / 2024-08-06
Added capability to log in utilizing e-mail for purchasers
Model 1.0.8 / 2024-08-01
Added capability to log in utilizing cellphone quantity for purchasers
Model 1.0.7 / 2024-07-28
Added function to specify tag and cellphone quantity as necessary fields in lead file.
Model 1.0.6 / 2024-07-24
Standing change date choice has been added to the lists.
Gross sales supervisor/assigned personnel choice has been added to the lists.
Model 1.0.5 / 2024-06-20
- Added multi-currency for contract.
Model 1.0.4 / 2024-05-26
- Added secondary forex for bill, proposal and estimate.
Model 1.0.3 / 2024-05-21
- Added the choice to kind tables in response to the column you need.
Model 1.0.2 / 2024-05-13
- Added column order setting for brand spanking new fields added to tables.
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