Preview: Extra Settings Module For Perfex CRM
Note: This is a module for Perfex CRM.
Not a standalone script.
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.
Invoice
- By activating multi-currency on the invoice, you can invoice your customers in different currencies.
- 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.
Proposal
- By activating multi-currency on the proposal, you can proposal your customers in different currencies.
Estimate
- By activating multi-currency on the estimate, you can estimate your customers in different currencies.
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.
General
- Enable redirect of phone numbers to web.whatsapp.com. In this way you can easily contact your customers via web WhatsApp
Username : [email protected]
Password : 1234
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