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 display of proposal items, you will also be able to see the proposal items in the preview.
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 secondary currency in your projects, you can also track them in a different currency.
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

Extra Settings Module For Perfex CRM - 1

Username : demo@demo.com

Password : 1234

Version 1.1.3 / 2025-08-22

The paid amount was added to the invoice list.

Version 1.1.2 / 2025-05-16

A list of proposal items has been added to the proposal view.

A second currency and amount field has been added to projects.

Version 1.1.1 / 2025-01-06

client upload bug fixed

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.