Good morning, for a unknow reason, emails are not sent when I use setting USE SYSTEM SMTP from the email composer. If a choose smtp settings that I entered into your module, emails are sent without issue. Settings are quite the same so I do not really understand (SSL, port, server…). Do you have a way to make this settings by default and not USE SYSTEM SMTP ? Thanks you in advance for your kind help.

I am using the Email Template Module in Perfex CRM and have encountered the following issues with merge fields:

Problem 1: {contact_firstname} Only Works for Primary Contact The {contact_firstname} merge field only pulls the primary contact’s first name. However, we have multiple contacts associated with a single customer, and we want each contact to receive an email with their own first name dynamically. Question: How can we enable {contact_firstname} to work for all contacts of a customer, instead of just the primary contact?

Problem 2: {staff_firstname} Only Works for One Staff Member The {staff_firstname} merge field only picks one staff member’s name, but multiple staff members may be assigned to the same company. We want to ensure that emails sent to a customer show the correct staff member’s first name, depending on who is handling that contact. Question: How can we modify {staff_firstname} to dynamically pull the relevant staff member’s name when communicating with different contacts?

Additional Information:

We are using 2.9.3 Let us know if this requires a module update or custom development. If there is an existing workaround, please guide us on how to implement it. Looking forward to your response

i am not getting all function same as your screen shoot. also not getting any tutorial how to setup this pluging. please provide details instruction for useing your module.

Hi, we would like to buy this but need and sms option for emails are ok but kind of old. SMS, Whatsapp, and Social media is now. Will you be adding SMS within the next 20-60 days? Also an improved inbox/outbox and draft that looks more like email accounts would be great!

Hi team.

Technical Specifications Document Invoice Scanning, OCR, and Loyalty Points Module for Perfex CRM 1. Module Objective Develop an add-on integrated within Perfex CRM (preferably through a PWA interface) that enables users to: Scan and capture physical invoices using their device’s camera. Convert the captured image into an optimized format (image or PDF). Apply an OCR process to extract key data from the invoice (invoice number, date, total amount, distributor details, etc.), even when invoices come from various distributors with different templates. Validate the digitized receipt and add it to the customer’s account statement. Automatically assign loyalty points based on predefined KPIs (e.g., 1 point per $10) and allow redemption of rewards. 2. Workflow and Functionalities 2.1. User Interface and Capture Access: The user logs into Perfex CRM and navigates to the “Scan My Invoice” section from the main menu. Capture via PWA: A Progressive Web App interface is provided that enables access to the mobile device camera. The user takes a photo of the invoice. A preview is shown for the user to confirm the capture or retake the photo in case of errors. 2.2. Invoice Conversion and Processing File Conversion: The captured image is automatically converted to an optimized format (either an image or PDF). OCR Application: The system sends the image/PDF to an OCR engine to extract key data, such as: Invoice number Issue date Total amount Distributor details The OCR process must support invoices with different formats (templates) and ensure that the essential fields are correctly tabulated for validation. 2.3. Validation and Storage Validation: Implement a validation mechanism to verify that the invoice meets the predefined minimum criteria. If errors occur (e.g., incomplete data or template inconsistencies), the system should allow for manual review by an administrator. Storage: The digitized invoice is uploaded and stored in a predefined folder within Perfex CRM (document management system). A record of the invoice is created in the customer’s account statement, integrating the extracted data. 2.4. Points Assignment and Notification Points Calculation: Based on the invoice amount and a conversion table (e.g., 1 point = $10), loyalty points are automatically assigned to the customer’s account. Update and Notification: The customer’s points balance is updated in Perfex CRM. The user receives a notification (via email and/or internal notification) about the invoice processing and points assignment. A history of processed invoices and accumulated points is made available within a dedicated CRM section. 2.5. Configuration and Administration Panel Rules Administration: An admin panel will allow configuration of: Invoice validation rules and mandatory fields. The conversion table for invoice amounts to points. OCR engine parameters (e.g., API key, endpoint) if an external service is used. Reporting: Automatic reports will be generated on processed invoices, assigned points, and usage statistics to facilitate loyalty program analysis. 3. Technical Requirements 3.1. Integration and Platform Integration with Perfex CRM: The module should be integrated as a native plugin or add-on within Perfex CRM. Ideally, a PWA interface should be implemented to facilitate mobile usage. 3.2. OCR Engine Options: Evaluate the use of external APIs (e.g., Google Vision, Amazon Textract, PDF.co) versus an on-premise solution (such as Tesseract). Requirements: Must support reading invoices with multiple templates. High accuracy in extracting “hard” data (invoice number, date, amount) is essential. 3.3. Processing and Performance Asynchronous Processing: Implement asynchronous OCR processing to avoid bottlenecks and notify the user upon completion. Error Handling: Establish mechanisms for validation and manual review for invoices with OCR extraction errors. 3.4. Security and Storage Data Security: Ensure encryption and protection of both transmitted and stored sensitive data (invoices and related information). Access Management: Implement role-based permissions for access to the invoice section and loyalty points administration. 3.5. Integration with the Loyalty Module Existing or New Module: Evaluate integration with an existing loyalty module for Perfex (e.g., the “Customer Loyalty and Memberships” add-on) or develop a new one that meets flexibility and customization requirements. Allow dynamic configuration of rules and KPIs via the admin panel. 4. Detailed Data Flow Capture and Submission: The user logs in and accesses “Scan My Invoice”. A photo is taken and converted into an optimized image/PDF. The file is submitted to the Perfex CRM server. OCR Processing: The module calls the OCR engine to process the image. Key data is extracted and returned in a JSON format. Validation: The system validates that the extracted data meets predefined criteria. In case of validation failure, a manual review alert is triggered. Storage and Registration: The digital invoice is stored in a designated folder within Perfex CRM. A record of the invoice is created in the customer’s account statement. Points Assignment: The system calculates points based on the invoice amount using the conversion table. The customer’s points balance is updated accordingly. Notification and Reporting: The customer is notified about the updated account statement and points balance. Reports are generated for administrative review, consolidating invoice data and points statistics. 5. Questions and Clarifications for Providers OCR Engine: Which option (external API or on-premise Tesseract) do you recommend to achieve maximum accuracy for invoices with various templates? How will the configuration and updating of invoice templates be managed? PWA Interface: Will the PWA interface be fully integrated within Perfex CRM or developed as a complementary application communicating via the REST API? What compatibility considerations must be addressed for mobile devices (both iOS and Android)? Asynchronous Processing: What strategy do you recommend for asynchronous OCR processing, especially under high-demand scenarios? Will a manual review functionality be included to correct extraction errors? Security and Permissions: Which protocols and security standards will be implemented to handle sensitive invoice data? How will access permissions be managed for the invoice section and loyalty points administration? Integration with the Loyalty Module: Do you recommend integrating with an existing loyalty module or developing a new one to meet the customization and flexibility requirements? Is it possible to configure rules and KPIs dynamically through the admin panel? Maintenance and Scalability: What strategies would you suggest to ensure the module is scalable as the user base grows? What are the requirements for testing, support, and future updates of the module? 6. Final Recommendations Documentation: Complete technical documentation of the module is required, including APIs, data flows, and validation processes. Functional Prototype: A functional prototype demonstrating invoice capture, OCR processing, and points assignment should be provided to validate the solution. Continuous Integration: Ensure that the module integrates robustly with the Perfex CRM REST API and follows industry best practices in development and security.

Best regards!

Hi i have a Problem with the variables: {staff_firstname} {staff_lastname} When a staff meber is logged in, and has his Firstname and Lastname set, the Mail Template, is ignoring the values, and in the mail to the customer neither the first or lastname is shown, only {staff_firstname} {staff_lastname} in full text.

Hi, is it possible to add an email writing and email replying assistant via the Gemini api, that would be really cool

hi there, I’m trying to sell your module to a potential client.

May I install a version of it on my demo site under the same license I have?

Demo site: https://demo.crmperfex.co.za/admin/ my license site: https://crm.successbydesign.co.za/

Thank you Terrill

I’m interested in buying, I believe there’s just one detail missing, in the mail timer there could be the option to select a TAG in the lead, is that possible?

Hi can you fix this bug? 1 Go to leads 2. Type “SEARCH” in the field for keyword XXXXXX 3. Listing Leads get reduced to a smaller number of leads 4. Click on SEND EMAIL 5. Message is sent but the (2.) where you filtered the leads is lost as well

can you make sure after 4. it returns to the 3.?

Hello Again, I badly wanted to use this email template module to start sending messages for our new year messages. How also to use the “Available merge fields” I noticed when used they come as the original merge fields eg. {contact_firstname}, instead of the client’s first name.

Hello, Please I would like to know how to send group emails in perfex. Also how to integrate the perfex already existing fields like. In perfex under customer, we have categories eg. Lawyers, City, Law income earners, Girls, Women, etc.

Does this module support to select to send emails toa particular group of leads and customers? If so please send me the user documentation. Best, John

Hello

I am looking to add zatqa QR code for perfex CRM for invoice this is Saudi Arabia qr code please how much cost also PDF invoice not appear in RTL so i need customize it to appear as RTL how much cost please

Hey, when do you bring the modul for Rise crm?

new updated module?

Can you please add the option to add header and footer from email option on composing new email. And if it is possible in templates, too? Thank you

Hello Halil, good morning. How can I assign or insert the available merge fields within the body of the email template, including the name and phone number of the staff assigned to the client and the potential client? I can’t find the email and phone number fields to insert them.

Hello Support,

after updating perfex to 3.2.2, when im going to leads/contact i dont see anymore the Email Log. Is there something known about the problem?

Thank you for Helping

Presale: Hello, good morning! The module looks very interesting and has great functionalities. I’ve explored the demo so far, and I love it.

1. I have a question: Is it possible to integrate the message template triggers with the Zender – Perfex Plugin for SMS and WhatsApp, so that you can choose whether the template is sent by email or WhatsApp?

2. Is it possible to schedule it so that, after sending Template 1, Template 2 is sent automatically two days later at 9:00 am?

3. Do you have a feature in mind that would allow us to know if the email was opened by the client or the recipient, and track the email’s open rate percentage?

Hello, I bought this module a month ago, but two problems arise:

1) The emails I receive are not displayed with the HTML content

2) I receive emails from clients who are registered as clients in Perfex crm, with the same email and they are not related to the email history in the client’s profile.