110 comments found.
Hi, just a question, are you looking at incorporating AI in drafting and response of emails to this module?
Thank you for the great suggestion! I’ve added this to my roadmap. I’ll be evaluating ways to integrate a cost-effective or free AI solution to assist with email drafting and responses. It would definitely be a powerful addition to the module
Hi!
I have updated the module. Please download and check the latest version. If the issue continues, please contact me at halilyazilim1@gmail.com.
Thanks!
Dear, The following message is received: An uncaught Exception was encountered Type: ValueError
Message: mb_convert_encoding(): Argument #3 ($from_encoding) contains invalid encoding “WINDOWS-1250”
Filename: /www/wwwroot/hbncentrum.eu/crm/modules/email_template_manage/email_template_manage.php
Line Number: 853
Backtrace:
File: /www/wwwroot/hbncentrum.eu/crm/modules/email_template_manage/email_template_manage.php Line: 853 Function: mb_convert_encoding
File: /www/wwwroot/hbncentrum.eu/crm/modules/email_template_manage/email_template_manage.php Line: 837 Function: preg_replace_callback
File: /www/wwwroot/hbncentrum.eu/crm/modules/email_template_manage/includes/imap_server.php Line: 186 Function: email_template_decode_mime_header
File: /www/wwwroot/hbncentrum.eu/crm/modules/email_template_manage/controllers/Email_template_manage.php Line: 2637 Function: email_template_manage_get_imap_emails
File: /www/wwwroot/hbncentrum.eu/crm/index.php Line: 320 Function: require_once
Unfortunately, for some reason, it cannot download the mails from the server. Everything worked flawlessly until now, there was a change in the system, I activated the Mailbox module. But it has already been deactivated… Please help.
Thank you for the error report. I am looking into it now. I will perform the necessary checks and updates and get back to you as soon as possible
Hi!
I have updated the module. Please download and check the latest version. If the issue continues, please contact me at halilyazilim1@gmail.com.
Thanks!
Hi, great module. In the next update, please link the email sent date to the last contacted date and the activity log, so that if an email is successfully sent to a lead or customer, it updated the last contacted date on the system and the activity log.
Thank you for your feedback! I have added this feature to my to-do list for the next update.
I will let you know once it’s ready.
Hola, hace un tiempo utilizamos su modulo, pero nos vemos en la necesidad de manejar firmas en cada envío de correo en base al miembro del equipo que realiza el envío, la mayoría son respuestas a correos recibidos y no encontramos la posibilidad de poder incorporar estas firmas, como puedo hacerlo? Gracias
Hello, this feature is currently not available. I have added it to my to-do list and will inform you when it is ready. Thank you for your feedback.
Hello, I would like to automatically send an email template to customers, for example 10 days (with a configurable delay) after their invoice is created. Does your module support this functionality? Thank you.
Hello! Yes, our module fully supports this functionality, and you can manage everything directly from the ‘Reminder’ section.
Here is how it works:
Flexible Intervals: You can schedule reminders for 1, 3, 7, 15, 30, 45, or 60 days after the invoice date.
Status-Based Triggers: You can trigger emails based on specific invoice statuses. For example, you can set it to automatically send a template only if the invoice status is ‘Unpaid’ 15 days after creation.
The delay period is selected from a dropdown menu. If you need a specific interval like ‘10 days’, I would be happy to add that option for you as well.
Thank you
Hello, yesterday I purchased your Email Template Manage Module For Perfex CRM, and I need to know if there is any way to achieve the following functionality, or if you have an additional module that supports it: 1. I need all emails sent from Perfex CRM to be automatically saved in the “Sent” folder of my IMAP server, just as they would if I sent them from my regular email client (Outlook, webmail, etc.). ➜ In other words, I need support for IMAP APPEND or any equivalent method. 2. I also need emails that I send from my external email client (Outlook, mobile, webmail) to clients to automatically appear inside Perfex CRM, specifically inside the customer’s log/activity panel, as part of their communication history. ➜ This would require some kind of IMAP synchronization for INBOX and Sent folders, and a system that automatically links those emails to the correct customer based on their email address.
My questions are: • Does your current module support this? • If not, do you have any additional addon that provides full IMAP synchronization (INBOX + Sent) or saving emails in the Sent folder when sending from Perfex? • Alternatively, are you planning to include this functionality in future updates?
Thank you in advance. I need to implement this feature reliably and would appreciate any guidance you can provide.
Hello,
Thank you for your purchase. Here is the information about my module’s current functionality and future plans:
Sent Email Logging: When you send an email via Perfex, the module automatically logs it and links it to the related customer, invoice, or project.
IMAP Support: Currently, the IMAP feature is used only to fetch and reply to incoming emails (INBOX).
Future Updates: I have added IMAP APPEND (saving to the Sent folder) and Sent Folder Sync (fetching emails sent from Outlook/mobile) to my roadmap. I will work on adding these features in future updates.
Thank you for your feedback.
Best regards.
Hello,
The Spanish language file needs an update. If you know how to edit it, you can copy the English file over and translate it. Otherwise, don’t worry—I will update all language files myself in the new version, which will be ready in a few days
Hi, Thank you for your support so far. If i want to send emails to all customers where or how do i go about it? I thought email timer will allow me to do that, but requires i pick the clients 1 by 1. Kindly advice
Hi, you don’t need to select customers one by one. You can select customer groups, and the email will be sent to all customers in the selected groups.
That means i have to ensure all customers created are part of a group?
Yes, currently customers need to be part of a group for bulk emails.
However, I understand this can be time-consuming. I will add a ‘Select All Customers’ option in the next update to make this process much faster for you.
Thanks for the great feedback!
Thank you very much for noting that. Highly appreciated
Hello,
I updated the mail timer section in my module.
I added the “all clients” option.
Thank you very much. All i need is to download and update the current module i have?
Yes, simply downloading and updating to the latest version will be enough.
Hi, how do i ensure when i create a template that the available merge fields are working. like i have done a test an put in invoice number, invoice link and those do not appear on the invoice.
Hi
If you use invoice merge fields while creating a template, the template must be triggered from an invoice. If it is triggered from another place, invoice-related fields (such as invoice number or invoice link) will be empty.
The same logic also applies to SMS templates.
If you are triggering it from the invoice and the fields are still not working, please contact me at halilyazilim1@gmail.com with screenshots of the template and where it is triggered from.
Does this module work with SAAS, that is the extended license?
Yes, the module is fully compatible with SaaS (Extended License).
It is developed strictly according to Perfex CRM standards: it is hook-based, uses db_prefix for all tables, and does not modify any core files. It will work seamlessly in your SaaS environment.
Dear, I get this error message, what can I do? Email me when this comment receives a reply. The error is only seen in one account. An uncaught Exception was encountered Type: ValueError
Message: mb_convert_encoding(): Argument #3 ($from_encoding) contains invalid encoding “WINDOWS-1250”
Filename: /www/wwwroot/domain/crm/modules/email_template_manage/email_template_manage.php
Line Number: 853
Backtrace:
File: /www/wwwroot/domain/crm/modules/email_template_manage/email_template_manage.php Line: 853 Function: mb_convert_encoding
File: /www/wwwroot/domain/crm/modules/email_template_manage/email_template_manage.php Line: 837 Function: preg_replace_callback
File: /www/wwwroot/domain/crm/modules/email_template_manage/includes/imap_server.php Line: 186 Function: email_template_decode_mime_header
File: /www/wwwroot/domain/crm/modules/email_template_manage/controllers/Email_template_manage.php Line: 2637 Function: email_template_manage_get_imap_emails
File: /www/wwwroot/domain/crm/index.php Line: 320 Function: require_once
Hi Halil, is there any way for the reminder feature to choose only recurring invoices?
Hello, I saw your email. I have added this to my task list. I will get back to you when it is completed.
Hi Halil We have received the following error with certain of our customers after installing the last update which stopped the Cron Job. Has this been resolved with the new update. An uncaught Exception was encountered Type: mysqli_sql_exception Message: Unknown column ‘scheduled_date’ in ‘WHERE’ Filename: /usr/www/users/succekacca/resolvecrm.co.za/perfex_crm/system/database/drivers/mysqli/mysqli_driver.php Line Number: 307 Backtrace: File: /usr/www/users/succekacca/resolvecrm.co.za/perfex_crm/modules/email_template_manage/models/Email_template_manage_model.php Line: 4093 Function: get File: /usr/www/users/succekacca/resolvecrm.co.za/perfex_crm/modules/email_template_manage/email_template_manage.php Line: 367 Function: send_schedule_mails File: /usr/www/users/succekacca/resolvecrm.co.za/perfex_crm/application/vendor/bainternet/php-hooks/php-hooks.php Line: 362 Function: email_template_manage_email_cron File: /usr/www/users/succekacca/resolvecrm.co.za/perfex_crm/application/models/Cron_model.php Line: 55 Function: do_action File: /usr/www/users/succekacca/resolvecrm.co.za/perfex_crm/application/controllers/admin/Misc.php Line: 294 Function: run File: /usr/www/users/succekacca/resolvecrm.co.za/perfex_crm/index.php Line: 319 Function: require_once
Hi,
It seems that a database field was not created properly. My module automatically checks the tables at regular intervals.
If the module version is 1.3.2, please ask your client to create a new email template. If the same error still occurs afterward, kindly contact me at my email address.
Thank you very much for your understanding.
Best regards, Halil
Hi,
We want to use this plugin and like all the features, I would like to know if these is a way to for us to pull in html that we create in our case it will be a html table of data that is dynamic. So in addition to {First_Name} we would also want to have a variable like {table_report} that would get data from our function or have the table passed to the template. ?
Thanks Chris
Hi Chris,
If the merge field already exists, you can use it directly. The {table_report} field will work without any issue if it already exists in the Perfex CRM merge fields.
To give you a more accurate answer, could you please share an example (like a screenshot or email template)? You can reach me at halilyazilim1@gmail.com .
Best regards, Halil
Thanks Halil. I have sent you an email but yes based on what you said if I go and build the html data for the table and store that in one cell in the database I should be able to get it from “Perfex CRM merge fields”
I answered your email
If you can please check your email, I had a question I sent about 5 days ago thanks.
Hello, I replied to your email about your request
Hi,
Please guide me to send dialy and weekly digest email to staff, like tasks pending, estimates not closed, reminders for the day or weeks etc
Hi,
Thank you for your interest in my module.
This cannot be done directly as a bulk reminder, but it can be done record-based.
For example, you can create a reminder rule like this: If the task status is “Not Started”, the priority is “High” or “Urgent”, and 5 days have passed since the task creation date, an email can be sent to the assigned staff.
Every day at a set time, the system checks for tasks that meet these conditions and sends separate reminder emails for each task.
You can also create similar conditions for estimates.
You can check the available reminder conditions from this link: https://perfex.incidigital.com/admin/email_template_manage/trigger
Hi, thanks, I will check on this, in Special Emails create new templates are not showing and I have checked in your demo link also the templates are showing. can you check?
Hi, thanks for your message.
Currently, the “Special Emails” feature is designed specifically for client and staff types.
That’s why only templates created for client or staff will appear there.
I want to go ahead now and purchase this module. Are you promising that you would include the keyword-based autoreply rules feature in this October as you said?
I have already added two new features to my email module. You can be sure that I will also work on the feature you requested. I promise to work on it, but I cannot promise exactly when it will be finished. I will try to complete and release it within this month.
While waiting for the autoreply rules feature, I want to know if it’s possible to set automated email follow up series for any registered customer or lead added.
For instance, if a customer/lead registers today, he should get a follow-up email tomorrow, and then another next week, and another next month, etc, just like that.
Note that all customers/leads mustn’t get a follow-up email at the same time. Each customer/lead should get his follow-up series based on when he registers or was added.
More or less like your current triggers. But it should trigger email series for registered customers or leads added.
Is this currently possible? If not, are you considering adding it?
Hello,
I’ve added this feature for leads. You can now schedule emails based on the lead’s registration date or last contact date.
For customers, I’ll add it today — emails will be sent to the customer’s primary contact.
All emails can be set up from the Reminders tab.
I’ve also created the setup screen for the automatic reply feature. Only the email trigger part remains, which I’ll complete and test within this week before releasing the update on CodeCanyon.
The features you requested aren’t fully active in the current version yet, but I plan to finish testing and publish them on CodeCanyon within a week.
Thank you for your understanding.
Thanks for your response .
However, the automated email follow-up series should work automatically without you having to set it up individually for each contact. Just the way Email Marketing Automations works.
For instance, a contact registers and automatically receives preset follow-up series, set at certain intervals after registration date. Example, he receives first email a day after registration, another, 10 days after registration, another, one month after registration, etc. The flow goes on like that.
Note that all these follow-up series are already preset (programmed), without having to initiate it for individual contact.
Is this how you’re working on it?
It already works like that. You can check it here:
https://perfex.incidigital.com/admin/email_template_manage/triggerThe structure for leads and customers is currently under development and not yet active on CodeCanyon.
Hello!
The feature to create email sequences based on the registration date of customers and leads has been activated.
You can check it on my demo site.
Fantastic!
But where can I find this feature in your demo? I can’t see it under triggers
Click the “Add New Reminder” button under the “Reminders” section. In the pop-up window, select Lead from the “Related To” dropdown.
Once you select a lead, you can choose who will receive the email — either the lead itself or the staff member assigned to it.
Below, you can define the conditions and sources for which the reminder should trigger. You can select all if you want it to apply universally.
If you choose Created in the date field and X days after in the time field, the reminder will trigger X days after the record creation date. By creating multiple reminders with different dates, you can build a reminder chain.
Great!
I added what you asked for, thank you. I saw you haven’t purchased it yet 
is there anything else you’d like to know?
While we were waiting for you, a lot of other interests took over. We will come back for this later.
No problem, thank you for the update! I’ll be here whenever you’re ready.
Tenho usado bastante.
Uma sugestão de melhoria e que faria muita diferença é que quando seleciono algum cliente ou um grupo de clientes, o disparo é feito somente para o contato principal.
Meus clientes aqui tem diretor, comercial, suporte… quando seleciono eu espero que todos recebam e não apenas os principais.
Thank you for your feedback. I’ve noted your point and will review it carefully.
Acredita ser viável adicionar esta função na próxima atualização?
I cannot add this in the first update, but I have added it to my task list and will try to include it in the next updates.
If you have any other questions or requests, you can reach me at halilyazilim1@gmail.com .
Can this module be used to set autoreply rules based on keywords?
For instance, if I receive emails containing certain keywords in the email subject or in body, there will be an automated response for that email based on the keyword(s).
Is this possible with this module?
Yes, this feature is possible. In my module, you can define auto-reply templates based on specific keywords, and those rules will be triggered automatically.
For more details, feel free to contact me at halilyazilim1@gmail.com .
But the triggers I saw in the demo are based on statuses, e.g invoice status, project status, etc, and not based on keywords in emails received
Hmm, I see, I misunderstood your question. The feature you are asking about is not currently available in my module. What I meant is that it can be added — keyword-based auto-reply rules can be developed and included if needed.
When can you add it?
I will be releasing a new version in October. I’ll try to include this feature in that release, but I cannot promise for sure.
Okay, please do.
We will really appreciate it
I want to go ahead now and purchase this module. Are you promising that you would include the keyword-based autoreply rules feature in this October as you said?
Hello,
The auto-reply feature has been added. IMAP is not active on my system, so you cannot test auto-replies in the demo before purchase.
The feature will work after purchase, so you can set up and test the auto-reply rules then.
Thanks.
Hi! I have installed v1.3.1 and i added a custom SMTP to use mailtrap.io.
1) The problem is that even though i send a test mail (from Mailbox->Send Mail) selecting the SMTP for mailtrap, the mail is not sent through mailtap but rather it uses the default (system) SMTP details.
2) I Noticed that on “Mail Timer, Special Emails, Remindres, Triggers” when creating a new mail to be send later, i dont have the option to select, which SMTP to use (e.g the mailtrap smtp i added before). By adding this option it is easy to test the various features by using a service like maitrap (which traps the mails for debugging before using the system SMTP)
Can you check?
Hi,
For point 1: I tested this on my demo system, and the email is sent using the selected SMTP. Could you please check again? If the problem continues, you can contact me directly at halilyazilim1@gmail.com .
For point 2: Yes, you are right. This feature is already in my plan, and I will include it in a future update.
Hi
For 1) i found the bug. It seems that if In Perfex Settings -> Email -> Email Queue is set to “Yes” it does not use the custom SMTP. When i changed it to ‘No’ it worked as expected (used the custom SMTP). So i will leave it to ‘No’, for now.
For point 2) It seems realy important for us in order to test the module, to have the ability to select the custom SMTP (aka Mailtrap). Do you have any estimation on when this feature will be added?
Thanks
Hi,
Thank you very much for noticing point 1. I will check this and make sure that the selected SMTP is also respected when using the queue structure.
For point 2, I am planning to release a new version within October, and my goal is to include this feature in that update. At first, I will add it to one section to make sure it works smoothly, and then gradually extend it to the other parts.
Thank you
Halil
For point 2, i think it would be better to add the option for SMTP to “Reminders” first (because with reminders you can make more automations).
Hi! I saw you pushed a new version. Does it include the ability to select SMTP as discussed previously?
Thanks
Hi ,
Yes, I’ve added it to the trigger section now. I’ll try to add it to the others in the next update.
It seems there is a bug and even if i choose a different SMTP from triggers it does not save it (it goes back to default smtp).
Please could you also added to “Reminders”, because i actually bought the module but cannot use it because i cannot test it (need custom SMTP to test it).
Thanks
Hi! Have you managed to solve the bug? Is there any ETA for adding SMTP to “Reminders”?
