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Discussion on Mailbox - Webmail Client & Email Automation Module for Perfex CRM

Discussion on Mailbox - Webmail Client & Email Automation Module for Perfex CRM

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513 comments found.

Does this eat up my database storage? I mean we have mailboxes of over 10GBs will that be downloaded onto the perfex db?

You can selectively sync data (IE: only unread emails)

The answer is “YES” though? it does store downloaded emails on the perfex database?

Yeap, selected downloaded emails will be stored in their own table of Perfex CRM’s database. Fetching emails from the server upon every connection would be killing – the proper thing is to store them locally.

Can emails be shared (viewable) for other team members? Let’s say I assign an email from my inbox to a client or a project – can my coworkers asigned to the same client/project then see the email?

No – each staff member has his/her own Inbox, for security and privacy purposes.

While I fully understand the reasons for keeping emails private as default, there are many cases where it would be ideal to also be able to share/save customer emails in a project for everyone else to see them.

This could just be an extra button: Assign to Client/Project – Share with team members

Hope you’ll consider expanding your plugin with this feature.

Thank you for your thoughtful input.

You’re absolutely right that in some workflows, sharing emails across the team can be very useful. While the current design prioritizes privacy and individual staff inboxes, we understand your use case and agree that having an option to selectively share emails could benefit certain teams.

Although this is more of an exception than the rule in most environments, we’ll definitely take your suggestion into consideration for a future update.

Thanks again for the feedback!

I’ve Perfex CRM version 2.7.0. Is this module compatible with this version?

Yes, Perfex CRM has supported modules since version 2.3.0, so version 2.7.0 includes all the necessary infrastructure for our module to install and run.

That said, we always develop and test our modules with the latest stable releases of Perfex, PHP, and MySQL to ensure the best performance and compatibility. While your version should generally work, please be aware that certain dependencies or functions might rely on newer features or configurations from your server environment (like PHP extensions or updated libraries).

If you’re running older side services (e.g. outdated PHP or database versions), it’s a good idea to ensure they meet modern standards. This helps avoid unexpected behavior and allows you to benefit from full module functionality.

If you have any doubts, feel free to contact our support before purchase. We’re happy to guide you!

adnank

adnank Purchased

I recently purchased this module and encountered an issue. When I compose and send an email through the Webmail module, I receive a success message stating “Email sent successfully.” However, the recipient never receives the email—it only appears within the Webmail module itself.

I’ve noticed in the comments that other users have experienced similar issues. I’ve also submitted a support ticket regarding this. I would appreciate your assistance in resolving this matter.

Sure thing. Please bare with the support team for a reply.

adnank

adnank Purchased

i am looking forward for a reply on my ticket from your support team.

Team will get back to you during business days/hours and according to this item’s support policy turnaround time, as shown in the Support tab.

mgf2020

mgf2020 Purchased

Hi, are we suppose to use the same login details in perfex (username and password) for the imap connection?

Email used is supposed to be the same, yes.

mgf2020

mgf2020 Purchased

What about the password. the same for perfex login or the imap email?

IMAP details have to be the IMAP details :-)

Email of staff member account is tied to the real one, for security purposes.

Will this work with OAuth 2.0 for Google Workspace?

We do support IMAP connections.

i had resistalled the latest version of module and i am getting error HTTP ERROR 500 , your help would be appreciated

Sorry – that needs technical investigation and only support team can advise. Please consider raising a support ticket under the support portal.

Hello,with this module we can add custom email templates as “Custom SMS & Email Notifications module for Perfex CRM” or we need to purchase also “Custom SMS & Email Notifications module for Perfex CRM” to create better looking emails? whats the difference between both?

You can have templates without any additional modules purchased.

anyone can answer my ticket?

Hello.

Tickets are handled by the support team, under this item’s support policy TAT.

Hi I need a fuctiion like this, the staffs/users can only receive and send emails, but not knowing the emails smtp credentials, is it possible? Only the Administrator could set and distribute all the emails credentials in a central setting. Because in practical, the staff/user will quite from job or trainees could just use the emails for short time, but leaking out emails login/smtp credentionals are big security problem. After a user/staff left/quite from job, could simply stop login of the CRM or distribute the user account to other user, without leaking out smtp/emails credential. Please let me know if your script has this practical functions. Thank you, i hope could get your reply soon.

Hi Tks but you should know that this is important. With smtp credential, user could remotely access all emails by any outlook or pop3 equipment, this is vital dangerous for commercial projects.

Especially for the commercial users who use AWS SES oder third party SMTP sending credentials, the sending emails are charged service, it is not possible to change the credentials all the time. Also, for the remote users, home office users, third contry collaberators, it is not possible to share the smtp to them. Pls help to list this security update to the top. Thank you very much.

You dont need to change your credentials at all – you just set up your own account (as a specific staff member), under your company’s SMTP thats common for every staff member.

Each staff member has his/her own account.

I installed it today, but when I try to send an email I get an error:

This page isn’t working

app.ydaproiect.ro is currently unable to handle this request. HTTP ERROR 500

and if I send messages to the user address, nothing appears in the module, I mention that I have the perfex version 3.3.1

Please raise a support ticket so our support team can provide assistance regarding your local issue.

I’m interested in some perfex CRM modules but i need to know if i can install the modules by myself before i buy. please contact me luis.hernandez@kaylonservices.com

Yes, you can. All modules contain installation guides.

How complicated is it to install the email module

Work in V 3.3.?

Why when i send e-mail from on user on Perfex CRM, in mailbox of destination the e-mail receive but in outlook not? It’s not possible? send an e-mail from Perfex CRM for an user out of CRM?

The last time i try to use not work. This time again, it’s not possible send e-mail for gmail. What is the utility if it’s not possible to send an e-mail outside the CRM? Or i’m wrong?

You can obviously email addresses outside of the CRM.

Please raise a support ticket within support area so our engineers can help you with your local issue.

Hi. I am unable to change my email address

Hello.

Please raise a support ticket within support area – team will provide the needed technical guidance.

How can we get our hands on the most recent update? I have version 2.0.3 and would like to upgrade to 2.0.5.

Hello.

2.0.5 is under review and will be soon live on CodeCanyon

Can I synchronize more than one email account?

Yes, under a separate staff member account. Each staff member has his/her own account.

Hello, I will purchase one of your email products but even I have read comments and descriptions I can’t find the difference between this and “Advanced Email System for Perfex CRM”, my staff have each one his/her SMTP accounts, I need them to read, send, archive, manage, etc. emails with their account. Can you please guide me to purchase the correct one. Thanks.

Please check both item’s descriptions – their scope is completely different.

Mailbox seems the correct choice for what you ask for.

Thank you for your reply, I reviewed both and realize I need both, can you please confirm if I can install both?

Yes, you can.

I made a duplicate order. I made a ticket on this. When will I get my refund?

Refunds are not part of the support – Here’s the refund policy of the marketplace: https://codecanyon.net/page/customer_refund_policy?srsltid=AfmBOoofDcg30yaRA4uaNZKksmftQX_vkvsywQv4mE_cgl8apVjRdIt3

Can each user have their own email box?

Yes. Each user has his/her own mailbox.

It looks like you have everything in Perfect built into your software except that you have email feature, they don’t. Tell me if this is correct.

Not really sure about your comment. Could you please rephrase with details?

I meant, after going through your demo, I noticed you have almost all the features of Perfect CRM in your software.

Our software is a module (extension) for Perfex CRM.

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