Adlis ERP-CRM Dev. https://help.perfexcrm.com Help Center Tue, 07 May 2024 10:37:59 +0000 en-US hourly 1 https://help.adlis-weiyin.com/wp-content/uploads/2017/02/cropped-favicon-32x32.jpg Adlis ERP-CRM Dev. https://help.perfexcrm.com 32 32 https://help.adlis-weiyin.com/version-3-1-6/ Sun, 28 Apr 2024 11:33:41 +0000 https://help.adlis-weiyin.com/?p=4354
  • Add option to auto-convert proposal to invoice after acceptance (customers-related proposals only)
  • Add an option to disallow non-admin staff to edit tickets and replies messages
  • Fix tickets content show HTML
  • Fix modules menu item badge displays HTML
  • Fix the proposal table not sorting by date created
  • Fix detailed expenses report not working
  • Fix admin-related kb articles encoding
  • Fix TinyMCE not working in modals
  • Fix delete ticket redirect to invalid link
    • The post first appeared on Adlis ERP-CRM Dev..]]>         https://help.adlis-weiyin.com/version-3-1-5/ Mon, 18 Mar 2024 18:29:16 +0000 https://help.adlis-weiyin.com/?p=4351
  • Updated: TinyMCE to v6
  • Updated: Allow more HTML tags in ticket body content
  • Fix: Quick Create is not working for leads and tasks
  • Fix: Search results for knowledge base articles have incorrect links
  • Fix: Lead activity log shows HTML
  • Fix: Lead email activity tab shows HTML
  • Fix: Leads kanban status color not applied
  • Fix: Registration is not working when Honeypot is enabled
  • Fix: Delete ticket attachment downloads an empty image placeholder
  • Minor UI/CSS fixes
  • Security assessments – thanks to https://bytium.com
    • The post first appeared on Adlis ERP-CRM Dev..]]>         https://help.adlis-weiyin.com/version-3-1-3/ Sun, 18 Feb 2024 20:40:41 +0000 https://help.adlis-weiyin.com/?p=4349
  • Add filter by members to the project table
  • Fix company info not displayed
  • Fix project milestones background not applied
  • Fixed cannot open proposal and estimate from pipeline
  • Fix new lines not applied in the timesheet report note
  • Fix auto importing tickets via IMAP not working
  • Fix some dates not properly formatted
  • Fix item description new lines not applied
  • Fix redirect not working on specific PHP builds
    • The post first appeared on Adlis ERP-CRM Dev..]]>         https://help.adlis-weiyin.com/version-3-1-2/ Tue, 13 Feb 2024 17:18:49 +0000 https://help.adlis-weiyin.com/?p=4348
  • Minimum required PHP version 8.0.
  • Add an option to disable non-admin to delete tickets/replies.
  • Add the ability to select required fields for the customers area register form
  • Fixed expense category filter
  • Fix Outlook/Google sending to one email address only
  • Fix cannot login as regular staff
  • Fix tasks filters in customer profile not working
  • Fix the attached payment file name in emails is incorrect
  • Fix lead convert to customer throws an error
  • Security improvements
  • add after_recurring_expense_created hook
  • add after_recurring_invoice_created hook
    • The post first appeared on Adlis ERP-CRM Dev..]]>         https://help.adlis-weiyin.com/version-3-1-1-maintenance/ Sat, 06 Jan 2024 11:47:19 +0000 https://help.adlis-weiyin.com/?p=4345
  • Fix customers dropdown not searchable
  • Fix my tasks table showing all tasks
  • Fix tickets table status filter not working correctly
    • The post first appeared on Adlis ERP-CRM Dev..]]>         https://help.adlis-weiyin.com/version-3-1-0/ Thu, 04 Jan 2024 12:51:59 +0000 https://help.adlis-weiyin.com/?p=4343 Add advanced filters for customers Add advanced filters for tasks Add advanced filters for invoices Add advanced filters for estimates Add advanced filters for subscriptions Add advanced filters for proposals Add advanced filters for tickets Add advanced filters for leads Add advanced filters for projects Add advanced filters for expenses Add staff_cant function and deprecate […]

    The post first appeared on Adlis ERP-CRM Dev..]]>
  • Add advanced filters for customers
  • Add advanced filters for tasks
  • Add advanced filters for invoices
  • Add advanced filters for estimates
  • Add advanced filters for subscriptions
  • Add advanced filters for proposals
  • Add advanced filters for tickets
  • Add advanced filters for leads
  • Add advanced filters for projects
  • Add advanced filters for expenses
  • Add staff_cant function and deprecate has_permission function
  • Add advanced filters for contracts
  • Add advanced filters for credit notes
  • Add a create form button to estimate the request page
  • Updated: Do not allow editing contract content after signing or marked as signed
  • Updated: Lock contract content with used merge fields after signing or marked as signed
  • Update: Auto disable Pusher in case of invalid configuration
  • Update default charset to utf8mb4 (new installs only)
  • Add ability to save filters
  • Add ability to filter by custom fields
  • Add ability to mark filters as default
  • Add ability to share filters with other team members
  • Add ability to dynamically filter dates e.q. “next month”
  • Add ability to create conditional filters
  • Allow customers to table VAT search
  • Allow modules to register custom filters for supporting tables
  • Remove leads filters in favor of the new filter feature
  • Convert template column content to long text
  • Remove deprecated MySQL functions
  • Apply decimal setting to customer area dashboard
  • Remove hardcoded db prefix in leads import
  • Performance improvements
  • Fix pagebreak adding extra <p> tags to editors
  • Fix the calendar shown in English in the client area
  • Fix invoice items table
  • Fix bug with login in after importing customer without password
  • Fix custom field related to customer result not showing customer name
  • Fix undefined variable $ci error in the Tasks controller
  • Fix the sidebar toggle on a tablet
  • More hooks added
  • Minor fixes

    • Upgrade Guide

    my_ prefixed table-related files

    If you are using any my_ prefixed table view output or HTML files, your tables may not load, you should switch to the core files for your tables and use the new filters feature.

    Deleting the my_ prefixed files or renaming them to something else should fix the table loading issue.

    Usually, those files are located in application/views/admin/tables, to check all the my_ prefixed files you are using, you can do this in Setup->Settings->System Info.

    If you haven’t customized your installation, no additional steps are needed.

    Exclude inactive customers from the customers table

    Before , the customers table was excluding inactive customers by default, this is not the case in , you can use the new filters feature to create a default filter that will exclude inactive customers.

    The post first appeared on Adlis ERP-CRM Dev..]]>         https://help.adlis-weiyin.com/configure-email-with-google-oauth-2-0/ Fri, 07 Jul 2023 08:38:50 +0000 https://help.adlis-weiyin.com/?p=4341 Starting from version 3.0.5, you can configure a general Google email using OAuth 2.0, to do this on your Adlis ERP-CRM Dev. installation follow the steps below. Go to the Google Developer Console. Create a new project. You can also select an existing project. Add a name to your project. Google Console will generate a unique Project […]

    The post first appeared on Adlis ERP-CRM Dev..]]>     Starting from version 3.0.5, you can configure a general Google email using OAuth 2.0, to do this on your Adlis ERP-CRM Dev. installation follow the steps below.

    • Go to the Google Developer Console.
    • Create a new project. You can also select an existing project.
    • Add a name to your project. Google Console will generate a unique Project ID for it.
    • Your project will appear on top of the left sidebar.
    • Click on Library. You will see a list of Google APIs.
    • Enable Gmail API.
    • Click on the Credentials. Select OAuth Client ID under Create credentials. Choose the radio button for the Web Application.
      • If asked to consent, choose External
      • Enter app name, for example, Adlis ERP-CRM Dev. Mailer
      • Enter support email
      • In the authorized domains section, click Add Domain
      • Enter our Adlis ERP-CRM Dev. installation domain
    • Copy the redirect URL in Setup->Settings->Email->Gmail OAuth 2.0, usually, it looks like https://your-installation-url.com/admin/smtp_oauth_google/token
    • Give the Name. Under Authorized JavaScript origins enter your domain URL. In the ‘Authorized redirect URIs’ add the link of the redirect URL.
    • Click on the Create button. You will get a client ID and client secret in the pop-up. Copy these details.
    • Add the client id and client secret to your Adlis ERP-CRM Dev. installation
    • Save the email settings.
    • After saving the Client ID and Client Secret, Click Authenticate.
    The post first appeared on Adlis ERP-CRM Dev..]]>         https://help.adlis-weiyin.com/version-3-0-6/ Fri, 23 Jun 2023 18:54:53 +0000 https://help.adlis-weiyin.com/?p=4339 Fix deprecation warning Fix CC bug on contracts Fixed kanban not working on php7.4 Fix argument count exception in _l for php 8+ Fix Backward compatibility issue with php7.4 Fix Proposal content not parsing merge fields Round Gateway fee’s to app decimal places Fix slug_it function not working

    The post first appeared on Adlis ERP-CRM Dev..]]>
  • Fix deprecation warning
  • Fix CC bug on contracts
  • Fixed kanban not working on php7.4
  • Fix argument count exception in _l for php 8+
  • Fix Backward compatibility issue with php7.4
  • Fix Proposal content not parsing merge fields
  • Round Gateway fee’s to app decimal places
  • Fix slug_it function not working
    • The post first appeared on Adlis ERP-CRM Dev..]]>         Version 3.0.5 https://help.adlis-weiyin.com/version-3-0-5/ Tue, 23 May 2023 12:52:04 +0000 https://help.adlis-weiyin.com/?p=4334 Add Microsoft mail engine via OAuth 2 Add Google mail engine OAuth 2 Add php 8.2 support Add Contract sign reminder feature Add Inter font CSS locally Add payment gateway fee calculation for chosen payment gateways Add permission for contracts and proposals templates Add ability to clear session table via system info Automatically assign logged-in […]

    The post Version 3.0.5 first appeared on Adlis ERP-CRM Dev..]]>
  • Add Microsoft mail engine via OAuth 2
  • Add Google mail engine OAuth 2
  • Add php 8.2 support
  • Add Contract sign reminder feature
  • Add Inter font CSS locally
  • Add payment gateway fee calculation for chosen payment gateways
  • Add permission for contracts and proposals templates
  • Add ability to clear session table via system info
  • Automatically assign logged-in staff as a sale agent
  • Updated: Remove allow-scripts from iframe examples
  • Updated: Remember all contacts contracts and cc a contract is sent to
  • Updated: Ensure contract reminder is only sent to notified contacts
  • Updated: Ensure the task new checklist is always at the bottom
  • Updated: Google Drive picker feature
  • Ensure the subscription’s last sent date is properly updated
  • Improve user display on tables
  • Fix taxes dropdown not loaded correctly on specific servers
  • Fix batch payment modal
  • Fix hyperlink custom fields import
  • Fix the main menu height in the admin area
  • Fix num to word Indian rupee
  • Fix padding on table checkboxes
  • Fix forms tabs not responsive
  • Fix TinyMCE not loading properly Norwegian language
  • Fix: 2factor auth is disabled when the staff profile is updated
  • Fix terms and policy links not opening in the form’s iframe
  • Fix warning when viewing a new empty contract
  • Fix template content not inserted properly
  • Fix theme style not applied to todo/notification icons.
  • Fix leads kanban tags search
  • Fix sidebar toggle not working on iPad
    • The post Version 3.0.5 first appeared on Adlis ERP-CRM Dev..]]>         Version 3.0.4 https://help.adlis-weiyin.com/version-3-0-4/ Thu, 10 Nov 2022 14:38:02 +0000 https://help.adlis-weiyin.com/?p=4329 Add the ability to specify lead source and status on lead import Fixed an issue where the sidebar cannot be toggled when RTL is active When an issue where the header is not displayed properly when RTL is active Fixed incorrect active contracts summary count Fixed undefined index PHP notice when form does not have […]

    The post Version 3.0.4 first appeared on Adlis ERP-CRM Dev..]]>
  • Add the ability to specify lead source and status on lead import
  • Fixed an issue where the sidebar cannot be toggled when RTL is active
  • When an issue where the header is not displayed properly when RTL is active
  • Fixed incorrect active contracts summary count
  • Fixed undefined index PHP notice when form does not have a label
  • Fixed an issue where the update settings page is not opening on specific PHP versions
  • Fixed checkbox field outline on Firefox
  • Fixed overdue tasks not marked as red on the tasks table
  • Fixed amount discount field not visible on laptops
  • Fixed task checklist items icons not responsive
  • Fixed custom fields alignment when using multiple columns width
  • Update top started timer icon to spin slower
  • Removed the transition of the sidebar
  • Responsive improvements
    • The post Version 3.0.4 first appeared on Adlis ERP-CRM Dev..]]>