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Updated Features in V1.0.2 – Customer Service Module
Updated Function in Version 1.0.2 - Fleet Module
The feature has been updated in version V1.2.4 – Recruitment Module
Approve Purchase Payment
Updated Features in Version 1.0.1 of the Fleet Module
Popular Articles
Commission Program
Calculate commission for hierarchy
Create Hierarchy Settings
Ladder of invoice-Percentage
Sales admin of customer group
Recruitment Management module for Perfex CRM
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The feature has been updated in version V1.2.4 – R...
Updated function in version 1.2.3. of Recruitment...
Recruitment's Custom Field
Candidate Portal - Candidate Profile, GDPR, Applie...
Candidate Portal - Register
Mention and Tag module for Perfex CRM
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Mention - Post
Mention - Settings
Staff Workload module for Perfex CRM
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Overview
Settings
Purchase Management module for Perfex CRM
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Approve Purchase Payment
Only 1 person needs to approve the transaction
How to sign Purchase transactions
Approve For Purchase Invoice
Relation Helper Update
Inventory Management module for Perfex CRM
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Stock Movement Summary and Stock Balance Report
How not to convert to base currency in Inventory R...
Only one person needs to approve the transaction
Add custom imperial measurement on packing list
Automatically generate lot numbers
Sales Commission Program module for Perfex CRM
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Ladder of Invoice (Product) - Fixed
Ladder of Invoice (Product) - Percentage
Percentage of Product - Fixed
Percentage of Product - Percentage
Percentage of Invoice - Fixed
Team Password module for Perfex CRM
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Function updated in version 1.1.4 - Allow Export...
Team Password - Client portal
Dashboard
Statistics
Team Password - Import
Omni Channel Sales module for Perfex CRM
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On POS, staff will sell according to the Warehouse...
How to hide shipping fee line in order
Report
Diary Sync
Create Return Order (Part 2)
OKRs - Objectives and Key Results module for Perfex CRM
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Dashboard
Report
Approval for OKRs
Checkin
Import & Export OKRs
Timesheets and Leave Management module for Perfex CRM
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Hook of the Timesheets module
Approval
Timesheet & Leave Report ( Part 3)
Timesheet & Leave Report ( Part 2)
Timesheet & Leave report ( Part 1)
Spreadsheet Online module for Perfex CRM
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My Share Folder
Related
Share File & Folder
Expand All / Collapse All
Download File
Customer Loyalty and Memberships module for Perfex CRM
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Function updated in version 1.0.8 - Allows display...
Functions updated in version 1.0.7
Loyalty-Customer portal
Redeem points in orders and invoices
Get bonus points from order or invoice
HR Records module for Perfex CRM
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Functions updated in version 1.1.1 - Hide general...
Q&A menu in HR Records Module
Dependants menu in HR Records Module
Training Programs menu in HR Records module
Contracts Menu in HR Records Module
Multichannel Two Factor Authentication module for Perfex CRM
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Install confirmation via SMS
Install confirmation via Whatsapp
Set up confirmation through Google Authenticator
General settings in MFA
File Sharing module for Perfex CRM
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Share a file via link
Manage Downloads Menu
Manage Sharing menu
Public folder
My Folder
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