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Discussion on User Mention Module for Perfex CRM

Discussion on User Mention Module for Perfex CRM

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halilaltndg supports this item

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8 comments found.

Does it work in the ticket notes, too https://tinyurl.com/29suqn8r

Yes, it also works in ticket notes. My module works in all note fields in the system. It only doesn’t work in note fields that open as an editor.

This is only works for customer/lead notes?! I’m testing in task comments but no notification

Thank you for your feedback! Yes, this functionality currently works in plain text fields, but it is not active in sections that use a rich text editor. Unfortunately, I haven’t been able to add this feature to editors through the module. I appreciate your understanding!

Thank you for your reply, I hope that comes soon, or at least disable the mention if its a rich text editor, because it makes you think that it is working.

Subject: Query Regarding Email Notifications for Mentions in “User Mention Module for Perfex CRM”

Dear Halilaltndg,

We purchased your “User Mention Module for Perfex CRM” and have been using it for some time now. However, we are unable to determine whether staff or customers receive an email notification when they are mentioned using the module.

Could you please clarify if your module includes functionality to send email notifications via Perfex’s system email to the mentioned staff or customers? If not, is there a way to enable this feature?

We look forward to your guidance. Thank you for your support!

Best regards,

Hello

Thank you for your interest in my module.

If you added staff in my module, an email is sent to the relevant staff. I added staff in the customer notes and I am adding a screenshot of the incoming email.

https://demo1.suitedigital.net/codecanyon/support/mention_support.png

In the next version, I will add customization of this email template and mentioning customers in the notes.

Thank you.

Please make same plugin for Rise CRM :)

Hello,

I plan to develop my modules for Rise CRM as well. When I start this, I will begin with this module first.

Thank you for your interest :)

Amazing, please reply to this comment once is done – I’m really looking forward to this.

Btw, I see that perfex has now some sort of mention features – can you tell me what your plugins adds in this case for perfex?

Hi,

I’ve tried to explore in the demo, but could not fully explore it due to permission issues.

Kindly confirm which all options are enabled for the user mention tagging? 1. Ticket notes 2. Ticket replies 3. Task comments? 4. Task description 5. Project description 6. Project discussions 7. Proposal comments

Is this mention works for internal employees as well as customers?

Hello

I replied to your email.

Thank you

Hello,

How can we disable the emails sent? When i goto email templates, I don’t see anytthing related to “mention” to disable. please check this, otherwise our email quota is going to triple.

Hello,

I will add a setting for this. It helps me with task tracking to communicate via email. Could you please send me an email? Here is my email address: halilyazilim1@gmail.com

Thank you!

Great Work!

Thank you :)

Hello, can you extend this to all comments sections, projects comments, proposal comments, ticket sections, Event sections,

Hello

yes, I will gradually add this to all areas where I can intervene as a module.

Hello

The feature has also been activated for proposal, invoces and estimates notes.

Already active in ticket notes

It is very nice and very useful, I have used Zoho CRM before. I would recommend it to everyone

Thank you :)

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