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General Informations
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Installation
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Quick Installation & Getting Started Tutorial
404 Not Found After Installation
Manually Update
Migrate to another domain/hosting
System Language
Server Requirements
Switch to HTTPS URL After Installing to HTTP
Setup & Configuration
(33)
Payment Gateways
(7)
Setup cPanel Cron Job
Quick Installation & Getting Started Tutorial
Google Configuration / Features
Import Leads From WordPress Contact Form 7
Setup Realtime Notifications with Pusher.com
Setup Web to Lead Form
System Language
Modules
(13)
Introduction to Perfex CRM modules
Module Basics
Module File Headers
Create Menu Items
Common Module Functions
Module Security
Module as Payment Gateway
Common Issues & Troubleshooting
(12)
404 Not Found After Installation
TCPDF ERROR: [Image] Unable to Get the Size of the Image
Can’t Login to Admin Area?
Permissions Problem on Installation (shown as non-writable even if they are writable)
Security Header Not Valid When Setting up Paypal
Staff Members Not Receiving Email When New Ticket Is Created or Reply Is Posted
Payment Modes Not Shown on Invoice
Changelog
(98)
Version 3.3.0
Version 3.2.1
Version 3.2.0
Version 3.1.6
Version 3.1.5
Version 3.1.3-3.1.4
Version 3.1.2
Email Config & Templates
(6)
Email/SMTP Configuration
Email Templates
AWS Email SMTP Setup
Email Queue
Configure email with Google OAuth 2.0
Configure email with Microsoft Azure and OAUTH 2
Customers
(10)
Sending proposal to customer or lead
New Customer Contact
New Customer
Customers Registration
Customer admins
Reports
Exporting Customers Invoices/Estimates/Payment to ZIP
Sales
(25)
Invoices
(7)
Estimates
(6)
Proposals
(5)
General/Setup
(7)
Subscriptions
Currencies
Sending proposal to customer or lead
Add Items/Products
Payment Modes
Recurring Invoice
Send Invoice to Email
Projects
(10)
Add New Project Status
Timesheets
New Project
Invoicing Project
Disallow project members to see all project tasks
Finance Overview
Pin Projects
Tasks
(9)
Add New Task Status
Recurring Tasks
Create New Task
Disallow project members to see all project tasks
Task Timesheets
Bill Tasks
Linking task to features
Support Tickets
(17)
Email Piping / Auto Importing Tickets
Setup Ticket Form
Departments
Ticket Services
Auto Close Tickets
Ticket Email Templates
Allowed file extensions
Leads
(12)
Import Leads From WordPress Contact Form 7
Setup Web to Lead Form
Leads email integration
Sending proposal to customer or lead
Convert Lead to Customer
Create New Lead
Lead Sources
Expenses
(5)
Record Expense
Expense Reports
Billable Expense
Creating Recurring Expense
Converting Billable Expense to Invoice
Contracts
(4)
Contracts Templates
New Contract
Contract Expiry Notification
Renewing Contract
Knowledge Base
(3)
Disabling Knowledge Base
New Knowledge Base Article
New Knowledge Base Group
Surveys
(7)
Creating mail lists
Sending surveys
New Survey Questions
Including mail list custom fields
Viewing survey results
New Survey
Sending survey to mail lists
Customization
(14)
PDF Customization
Add Full Size Login Background Image
Customers Templates
Action Hooks
Overwrite Translation Text
Applying custom CSS styles
Edit view files without messing the core view files
GTS Modules (Custom Module)
(5)
Purchase Management
(40)
Accounting & Bookkeeping
(57)
Inventory Management
(56)
HR Records
(24)
HR Payroll
(19)
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