FAQ

frequently asked questions

Generally, you can use Perfex CRM without internet on localhost installation but you will need to lose the benefits from some features as for example:

  1. Dropbox file chooser
  2. Pusher.com real-time notifications.
  3. Auto updates.
  4. Google reCaptcha
  5. Media
  6. All Online payment gateways
  7. E-Signature (v2.0.0 and above)

The mentioned features you won’t even need when using Perfex CRM in offline mode but it’s worth mentioning it 🙂

The contacts email are unique because of the email piping/auto importing tickets feature and because the email is used for login.

If you have an email address that is not unique in the system database the script won’t know the company to link the imported ticket.

If you are getting HTTP ERROR 500, this means that there is some error thrown in the back-end which is causing Perfex CRM to stop working.

In order to easy to determine the issue, the best is to turn debug mode as explained here: https://help.xpertbiz.com/faq/how-to-set-debug-mode/

If the error messages are not clear enough to help you to resolve the issue, you can open a support ticket at https://support.xpertbiz.com, we will be happy to guide you further and help you resolve the issue in a timely manner.

Unfortunately not, the PDF documents are only generated in LTR direction.

Good ratings would help other users make a comfortable decision while choosing Perfex CRM and be assured of the support we provide, also good ratings will really help for further development and improvements.

You can read more here how to rate an item: https://help.market.envato.com/hc/en-us/articles/203269490-Giving-Feedback-On-Items

Yes, you can use Cloudflare with Perfex CRM but you will need to disable one Cloudflare feature and always remember to purge your Cloudflare cache after each update, refer to the points below.

  1. Make sure that the Cloudflare Rocket Loader feature is disabled.
  2. After each update, always purge your Cloudflare cache.

Unfortunately you can’t use Perfex CRM as SaaS application. You can only bill 1 client per 1 extended licence.

Perfex CRM licences are single end products, additional information for licences can be found here.

Unfortunately, we do not provide customization services, do any custom work nor we will work for you.

Be reasonable and don’t open tickets and ask for customization which leads to cutting down development time for Perfex CRM.

What you see in the demo is what comes with your purchase, in case you need anything different to fulfill your requirements, you can hire another developer to do this for you.

Test in the demo and if Perfex CRM fits for your requirements feel free to buy, additionally, we highly recommend to check the support policy too

If you found some bugs feel free to report them via our support system and will be fixed.

If you are developing custom features for Perfex CRM or you are experiencing internal server error, you can turn debug mode to see any error messages.

To turn debug/development mode navigate to the directory where Perfex CRM is installed and find index.php.

Open the file and find:

define('ENVIRONMENT', 'production');

Change this to:

define('ENVIRONMENT', 'development');

In case there are errors thrown that can be visible on screen, you will be able to see the errors now, additionally, the errors will be logged in application/logs, you may want to check this directory too.

Be aware that in development mode you may see some errors and deprecation warnings, for this reason, it’s always recommended to set the environment to “production” if you are not actually developing some features/modules or trying to test some code.

Do not forget to turn it back when you finish with debugging.

Yes! You can translate Perfex CRM very easy. Follow the documentation instructions and translate in your own language.

  1. If you are a customer and found a bug please open Support Ticket to get assisted.
  2. If your support is expired and you can’t open a ticket, please contact us at info[at]xpertbiz[dot]com and provide detailed information about the issue.
  3. If you are testing on the demo and you haven’t bought Perfex CRM yet please send us an email at info[at]xpertbiz[dot]com

In order to get the purchase key of an item you need to follow the steps in the following link

If you have any general questions dont hesitate to contact us on info@xpertbiz.com for support questions you can open support ticket at http://support.xpertbiz.com

Base URL is Codeigniter required configuration and is the URL where your system will be installed.

  • Eq. If you are installing on a subdomain with name crm, you will set http://www.crm.domain.com/
  • Eq. If you are installing on subfolder  with name crm, you will set http://www.domain.com/crm/
  • Eq. If you are installing on the main domain you need to set just http://www.domain.com/

When installing the system will auto try to guess your base URL however you can adjust to your needs.

Keep in mind that the base URL must end with a trailing slash (/)

For SSL use eq. https://www.yourdomain.com/crm/

If the logged staff member is not administrator wont be able to see all media library data.

Each staff member have separate folder inside the media/ folder in your server except the administrators.

The attachments the none admin staff member upload will go to their own folder.

In future if you make this staff member admin then will be able to see all media uploads.

To hide the help menu item navigate to Setup->Settings->Misc and set Show help menu item on setup menu to No

The export from the table works like this way only the current view so if a lot data is found in the database to prevent crash thats how the datatables export work.

You will need to export by page.

Additionaly you can select All from the top left dropdown above the table headings and wait to load all the data from database.

The reminders feature in Perfex CRM is designed for staff members, the member will be notified about some action they need to take (eq. Call customer, Schedule meeting), this option allows you to never forget anything about your customers.

When you setup reminder for staff member in a specific date the staff member will get notification built-in and email if the field to send an email to this staff member is checked.

Currently available reminders:

  • Customers
  • Leads
  • Expenses
  • Estimate
  • Invoices
  • Proposals
  • Credit Notes
  • Tasks
This feature requires cron job setup to work properly.

In some countries customer details is required to be on the left side. With Perfex CRM you can achieve this very easy by navigating to Setup->Settings->PDF and set Swap Company/Customer Details to YES

Save the settings.

Now on all PDF documents your company details will be shown on the right side of the PDF document and your customer details will be on the left.

Perfex CRM does not support 3 decimals places for a number.

If you dont want transactions/payments to be shown on the invoice pdf document you can turn off by navigatin to Setup->Settings->PDF and set to NO Show invoice payments (transactions) on PDF

There is protection implemented to keep the numbers without gaps, by default delete is only allowed on the last created estimate/invoice.

If you don’t need this protection navigate to Setup->Settings->Finance and find:

  • Delete estimate allowed only on last estimate – Set to NO
  • Decrement estimate number on delete – Set to NO

These settings can be applied too in case you want to delete only 1 invoice/estimate and after you delete reset the settings to YES again.

Repeat the same steps for invoices if needed.

There is multiple ways to check your version:

  1. Navigate to application/config/migration.php and find $config[‘migration_version’]
  2. If you are using version above 1.2.9 you can check in Setup->Settings->System Update
  3. If you are using version below 1.2.9 you can check in Setup->Settings->General

It’s recommended to consult with your hosting provider if the recommended solution below is not working, Perfex CRM is just reading the values from the php.ini file.

You must change 2 php.ini directives, the post_max_size directive, and upload_max_filesize directive to be equal to the post_max_size directive.

Example to increase max upload size to 64MB, add the below code to your php.ini file.

upload_max_filesize = 64M post_max_size = 64M

Keep in mind that in most cases restart to Apache will be required in order to changes to take effect, if you are using shared hosting and your hosting provider allows you to change the php.ini directives from cPanel UI, the restart is already handled by your hosting provider.

A non staff member is a feature in Perfex which allow you to have a member like a contract worker to work on projects, means that the staff is not actually an employee in your company but it’s a freelancer/contractor.

Some area of the CRM is disabled for not staff members.

Here is a list of the disabled features for non staff member.

  1. Announcements
  2. Newsfeed wall
  3. Leads
  4. Support – Default is NO you can adjust this for your needs at Setup->Settings->Tickets
  5. Public Calendar Events
  6. Google Calendar Events
  7. Goals.

You can add if you want other Permissions to this staff member like Invoice [VIEW] permission and this staff member will be able to access.

If you need to set a user as non staff member navigate to Setup->Staff open the user and check the checkbox field Not Staff Member

Click here to read more about the server requirements.

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