Perfex CRM (Updated)

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

Escape the contact name in customer format
Allow img width and height attributes in HTML content
Allow div in HTML-able text
Fix Estimate request {estimate_request_submitted_data} not properly formatted
Fix BR tag shown in the customer address information
Fix the table dropdown column values not exported to CSV/Excel
Fix the system prompt AI setting option
Fix undefined key status in AI fune tuning

April 22, 2025  Changelog
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
Fixed
project_description
merge 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
Added
get_country
hook
Upgrade Guide
After update logout
During update, you will be logged out of your account, and you will need to log in again. This is caused by session compatibility changes to fully support PHP 8.4.

Stripe Checkout
Version 3.3.0 of Perfex CRM uses the latest Stripe API (Basil), If you are using the Stripe Checkout gateway, you will need to navigate to Setup->Settings->Payment Gateways->Stripe Checkout and re-create the webhook, there will be a warning message displayed that the API version does not match.

Additionally, version 3.3.0 of Perfex CRM will respect the allowed payment methods in our Stripe dashboard, you may expect additional payment methods presented to the customer when paying an invoice.