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By default Perfex CRM ships with 5 predefined statuses, Not Started, In Progress, On Hold, Cancelled, Finished but you can inject new statuses with simple action hook to fit for your need....
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To create new project go to Projects from the aside menu and click New Project on the top left button.
Project Name – The name of the project – Visible to customer
Selec...
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Project timesheets are all started timers for tasks related to specific project.
To view all project timesheets while viewing the project click on the timesheets tab....
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Invoicing project is recomended to do only from the project area via the Invoice Project button on the top right side to keep track of all invoices created for the project.
Project Invoi...
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By the default all project related tasks are visible to all project members.If you want only to show the tasks where the staff member is assigned/added as follower you need to turn off Allow all staff to see all tasks related to projec...
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If you are working on specific projects everyday and you need to access them everyday there is an option to pin the project. The pinned projects will be shown on the bottom left side from the admin main menu.
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Finance Overview is showcase of all logged project timesheets together includi...
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Projects discussion is a feature which will give you ability to start various discussions with your customer or project member for a specific project.
To create new project discussion open the desired project and...
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Project activity is feature where can be track the activity of the project.
There is a way to turn off project activity from being visible to customer. You can just toggle the OFF button on the right side of the activity.
Project act...
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Go to Menu -> Sales -> Invoices and click Create New Invoice
Select customer.
A dropdown with projects will be shown below the customers select field (if ...