Extra Settings Module For Perfex CRM

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Extra Settings Module For Perfex CRM is a powerful extension designed to enhance the functionality of your Perfex CRM system. This module introduces a wide range of customizable settings across various core areas of Perfex CRM, empowering you to tailor the platform to your specific business needs and workflow preferences.

Contract Settings

This module provides enhanced control over your contract management within Perfex CRM.

• Merge Field Activation: Activate your customer's signature as a merge field, enabling its seamless use in multiple contract locations.
• Multi-Currency Support: Enable multi-currency functionality for contracts, empowering you to create and manage contracts in various currencies to cater to a global clientele.
• Sorting Options: Customize your contract list sorting by activating the sorting feature and selecting the desired column for ordering.

Invoice Settings

Take control of your invoicing process with these valuable settings:

• Multi-Currency Invoicing: Invoice your customers in different currencies by activating the multi-currency feature for invoices.
• Secondary Currency Feature: Add new currencies and exchange rates to your invoices through the secondary currency feature, enabling foreign currency tracking and reporting.
• Overdue Tracking: Activate the number of days for overdue invoices in the list to effectively monitor outstanding payments and ensure timely collection.
• Payment Tracking: Activate the "Amount to be paid" feature to easily track the remaining balance in partial payments, providing a clear view of outstanding amounts.
• Sales Agent Tracking: Track sales agents through the invoice list, gaining insights into individual performance and contributions.
• Status Change Tracking: Monitor invoice status changes through the list, staying informed about the progression of each invoice.
• Sorting Options: Customize your invoice list sorting by activating the sorting feature and selecting the desired column for ordering.

Estimate Settings

Enhance your estimate management with these features:

• Multi-Currency Estimates: Create estimates in different currencies by activating the multi-currency feature for estimates.
• Secondary Currency Feature: Add new currencies and exchange rates to your estimates, enabling foreign currency tracking and reporting.
• Sales Agent Tracking: Follow assigned staff through the estimate list, gaining insights into individual responsibilities and progress.
• Proposal Item Display: Activate the display of proposal items to preview them within the list for improved transparency.
• Sorting Options: Customize your estimate list sorting by activating the sorting feature and selecting the desired column for ordering.

Customer Settings

Gain deeper insights and control over your customer data:

• Customer Admin Tracking: Enable the feature to easily follow customer admins through the list, streamlining communication and management.
• Status Change Tracking: Track customer status change dates on the list, monitoring their interactions and progress.
• Last Invoice Date Tracking: Track the customer's last invoice date on the list, providing valuable information about their billing history.
• Mobile Login: Allow customers to log in using their mobile devices without requiring a username and password, enhancing accessibility and convenience.
• Lead Source Integration: Improve customer tracking by utilizing the source feature, originally designed for leads, for your customer management as well.
• Sorting Options: Customize your customer list sorting by activating the sorting feature and selecting the desired column for ordering.

Proposal Settings

Manage your proposals with enhanced features:

• Multi-Currency Proposals: Create proposals in different currencies by activating the multi-currency feature for proposals.
• Secondary Currency Feature: Add new currencies and exchange rates to your proposals, enabling foreign currency tracking and reporting.
• Assigned Staff Tracking: Follow assigned staff through the proposal list, gaining insights into individual responsibilities and progress.
• Proposal Item Display: Activate the display of proposal items to preview them within the list for improved transparency.
• Sorting Options: Customize your proposal list sorting by activating the sorting feature and selecting the desired column for ordering.

Expense Settings

Gain better control over your expense management:

• Multi-Currency Expenses: Expense in different currencies by activating the multi-currency feature for expenses.
• Total Tax Amount Tracking: Activate the total tax amount in the list to easily track the total tax amount incurred.
• Total Amount Without Tax Tracking: Activate the total amount without tax in the list to easily track the total net amount.
• Sorting Options: Customize your expense list sorting by activating the sorting feature and selecting the desired column for ordering.

Project Settings

Enhance your project management capabilities:

• Status Change Tracking: Track project status changes on the list, monitoring their progress and milestones.
• Secondary Currency Support: Track projects in different currencies by enabling the secondary currency feature.
• Sorting Options: Customize your project list sorting by activating the sorting feature and selecting the desired column for ordering.

Task Settings

Streamline your task management:

• Status Change Tracking: Track task status changes on the list, ensuring progress visibility.
• Related Record Display: Simplify tracking by enabling the display of the related record in a new column within the task table.
• Sorting Options: Customize your task list sorting by activating the sorting feature and selecting the desired column for ordering.

Lead Settings

Manage your leads effectively:

• Required Field Customization: Set new required fields in the lead form to gather essential information.
• Status Change Tracking: Monitor lead status changes on the list, understanding their progression through the sales funnel.
• Sorting Options: Customize your lead list sorting by activating the sorting feature and selecting the desired column for ordering.

This powerful Extra Settings Module empowers you to personalize Perfex CRM, optimize workflows, and gain deeper insights into your business operations.

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• Instant access to all plugins and all themes 
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• Regular Updates as of when available. Usually, updates are released daily.
• Before purchasing, please read the Terms and Conditions & Refund Policy.
• If you have any questions, please first read the FAQs.
• If you haven’t found the answer to your question, please contact us, and we will respond ASAP.
• Please note that any digital products on the website do not contain malicious code, viruses, or advertising. We buy the original files from the developers. We do not sell any products downloaded from other sites.