110 comments found.
Hi! Great module!
Could you add these features?
1) On “Reminders” add the ability to sent reminders based on Support Tickets status and date. e.g a) sent mail to ticket assigned staff if ticket is not responded on X days, b) sent mail to customer (who opened the ticket) if the ticket is in status answered for more than X days, etc
2) On “Reminders” add the ability to send mail to task assignee if the task is NOT status Complete and is “inactive” for X days. (the request is to add the ‘Inactive’ field date field.
Hi,
Thank you for your feedback! These are really useful suggestions. I will add these features in the next update
Hello,
Ticket status option added to trigger and reminder sections
Oκ great! I see the option “Last Reply” for tickets on “Reminders”.
Could you also add the ‘Last Reply’ to tasks on “Reminders”?
Hi!
Is there any ETA for adding the ‘Last Reply’ to tasks on “Reminders”?
Thanks
Hello Dear, I am planning to buy this. My requirements are: 1. We have our custom modules to Manage Suppliers 2. On every Supplier we have to add send emails icon
Please guide me can we add these custom email templates to our custom modules ??
Hi,
Just to confirm, you want an email send icon/button added to the supplier list for quick emailing, right?
This is possible. You can add a mail send button to any list you want. It’s a simple task. There are already examples of this on customer, project, invoice lists.
You can ask the developer of your supplier module to add this feature, or I can do it for you.
If you want, you can contact me directly at halilyazilim1@gmail.com for further discussion.
Please let me know.
Best regards, Halil
Hi Team, Where is the Installation guide or documentation (How to Install )!!! i got one folder unzip email_template_manage, where i upload . kindly update install steps
Hi,
Thank you for your message and feedback.
You can install the module by uploading the downloaded folder (email_template_manage) via the Modules section in your Perfex CRM admin panel.
I’ll prepare a step-by-step installation guide and include it in the module package soon — thank you for the suggestion!
By the way, I’m a solo developer, not a team — so it’s just me handling everything If you need any help, feel free to reach out anytime.
Best regards, Halil
Thanks, Just Install and try to understand Utilization. By the way Giden e-Faturalar Gelen e-Faturalar E Fatura Ayarları ??? Where is this module listed !!!! i show at your Demo Section .
Thanks for your message. The e-Invoice module shown in the demo is specific to TÜRKİYE and not included in the Codecanyon version.
Hello everything works great, just noticed a bug where when i hit send email, it works, but then redirects to the customer login page of Perfex CRM
Hello,
Can you please send me an email? I want to send you a file so you can check the issue.
My email is: halilyazilim1@gmail.com
Thank you!
Hello, this module seems what I need, i have many customers registering, but many of them do not verify email, so basically fake customers, can I configure automated email sequence to customers who have verifyed their email? I want to send them marketing emails and start date is their confirmation date +7 days and then +14 days and +21 days, so they get my promotional newsletters on autopilot, it will help me a lot to automate my marketing.
Hello,
Yes, with the Timer section, you can send emails on specific dates to customers in a selected group. Also, I can add a customer option to the Reminder section if that makes things easier for you. You can choose whichever method works better for your needs.
I will also check how to detect fake or invalid email addresses, so the system won’t try to send emails to them again and again.
If you have any other questions, feel free to contact me at halilyazilim1@gmail.com.
Best regards, Halil
Please make it so it can be configured withotu specific date, so I can configure email campaign to all newly registered customers, I checked Perfex CRM has a hooks to check for email validated, so only to who have validated email can receive the emails. Please ping me once you add this option.
How is going? Can’t wait for the update! Can it use default Perfex CRM SMTP? It easier when everything in one place by default.
Yes, the default SMTP settings from Perfex CRM can be used. It’s not necessary to define a new SMTP in my module.
I haven’t started development yet, but I’ve added it to my task list. I have a few other projects to finish first, then I will start working on your request.
Thank you for your understanding!
It’s amazing, I will wait.
did you add related dates? so it is not specified to a date, but relative to it, like Send to new lead instantly, +3 hours, +6 hours, +1 day, so i can make email drip campaign to a specific lead group.
hi there,
I updated to the latest version of the module today, and I don’t see any of my templates going out.
Please have a look and let me know if I’m doing something wrong
URL: https://crm.successbydesign.co.za/perfex/admin/ User: test1@successbydesign.co.za PW: Testing@2025#1$$$
Thanks Terrill
Hello, I’m doing my checks. For security reasons, I updated the password you shared. You can contact me via email. Here is my email address: halilyazilim1@gmail.com
I tried sending a template via a Lead, and the email was delivered successfully. Could you please explain the scenario you tested via email? I’d like to test it the same way.
Hi, great module. In the next release please consider making the tags and groups triggers as well
Hi, Thank you for your kind words and valuable suggestion! I really appreciate your feedback. You can be sure that I will definitely consider adding tags and groups as triggers in the next release.
In trigger for project status changes I can set to email customers contacts, can you ad an option to do the same for tasks?
Thank you for your valuable feedback. I’ve added this request to my development queue and will include it in an upcoming update.
When replying to an email it works but then sends me to the client portal page and have to click to go back to the previous webpage
Hello
Thank you for your feedback. I’ll check and look into it as soon as possible.
Hi there, when I connect via SMTP, am I downloading the emails into PERFEX or just connecting with the email server?
Hi
Emails sent via SMTP are stored in the Perfex database. Likewise, emails retrieved via IMAP are also saved in the database. The module does not connect in real time; it checks for new messages via IMAP each time the cron job runs.
Best regards,
Okay, so it’s going to copy the whole email server into the PERFEX database- is that right?
Not exactly. The module will fetch only the emails from the INBOX via IMAP, and store them in the Perfex database. It doesn’t import all folders or the entire mailbox — just the messages from the inbox (and only when the cron runs).
Hi, you have been adding updates but there is no log of what you are changing, adding or fixing.
Hi
The latest version is 1.2.9, and there is a changelog available for it. (Just to note — I had previously written the wrong date in the changelog, but I’ve corrected that now.)
No new features were added in this update. A refresh button was added to the IMAP list to manually check for new emails without waiting for the cron job. Also, a few unnecessary code blocks were optimized for better performance.
Best regards,
I have version 1.2.5 can i update to 1.3.0 without any issues?
Hello,
Yes, you can update it without any problems. If there is any issue, you can contact me here or by email at halilyazilim1@gmail.com.
how do I setup imap for outlook?, Imap for my domain email is working.
Hello,
SMTP and mail protocols are active now.
I will add everything step by step.
Thank you for your understanding.
Thank you for the response, any ETA for the outlook IMAP.
Although I set up the SMTP and IMAP correctly, emails do not load on the Inbox window, also triggers do not work.
Could you please send a screenshot of the trigger settings that you mentioned are not working?
Also, if possible, please try setting up the SMTP and IMAP details—which you said are not working—on my demo site to test them directly. Alternatively, you can email them to me as well, and I will check.
You can send the details to: halilyazilim1@gmail.com
After updating to the latest version of your module, IMAP works, but unfortunately, it loads all the emails, since the creation of the mailbox. Although, I set it to load only messages from the last 7 days. Also, Refresh button on the inbox doesn’t seem to work. It is better sometimes to take some more time to check the module extensively before launching the update.
How to use OAuth ?
If you want to connect via OAuth for services like Gmail or Outlook, the module currently works with username/password login. OAuth integration has not been added yet.
Any plan for add OAuth integration ?
Yes, I do have plans to add OAuth integration. I’ve even made a few attempts already, but haven’t been able to complete it yet. Whenever I find the time, I keep checking and trying to make it work.
Hi there, great module. Please consider adding a delay by _ days option to the trigger. We could create an email journey. For example, with a _ days delay, emails by a few days after a lead, task, or invoice is in a certain status, like lead status _ created or task status _ created. thank you
Hi
Thank you very much for your suggestion!
I will definitely take it into consideration and see how I can include it in future updates.
Best regards
There are three problams.
1. I can’t send email to use SMTP. 2. In spite of I can’t sent email, the log said “success” status. 3. In spite of user can’t open email, log said “opened”.
Is this bugs? or setting problems?
I can send email to use system SMTP.
Hello,
In Perfex CRM, if the email queue system is enabled, sending emails can take some time because they are processed in the background. However, the system can log the operation as “successful” early if the SMTP settings are correct and the recipient’s email address is valid.
Regarding the third point, the email status is marked as “opened” the first time the email is opened by any recipient, including those in CC or BCC fields. Therefore, even if the main recipient hasn’t opened the email, it may show as opened if another recipient has viewed it.
Let me know if you need further clarification!
When I send from an email address I have added In SmtpSetting, it is not received after hours. doesn’t exist in trashbox ,too.
Also, it should be sending to a non-existent email address (test@test.com), but it shows as successful. you can see your demo site.
Also, emails to myself that I have not set up cc or bcc and have not opened are showing up as opened.
Go to Settings > Email in Perfex CRM and check whether the “Email Queue” option is enabled or disabled. Set it to Disabled and try again.
Also, test@test.com is a valid email address. The email will be sent from your server.
If you create a test user for me on your system and share the login details, I can check my module directly on your setup. Here is my email address: halilyazilim1@gmail.com
Presale Question:
Does your module work only with the core Perfex CRM templates, or can it also be used to create email templates for other installed modules?
For example, I have the HR Records and Recruitment modules from GreenTech_Solutions installed on top of Perfex CRM. Will I be able to create new email templates for these modules as well?
In short, does your module allow creating email templates for any module installed on top of Perfex CRM?
Hello,
In my module, you can freely create your own email templates. It does not use the default templates of Perfex CRM. You will need to define completely new templates according to your needs.
Thank you!
Hello, this is the best module I have ever bought for perfex, it is what exactly I wanted. I have a problem that is maybe a bug of the system, I have created some reminders for my clients, and have a relation with contracts, also I have selected all the contract types, the module is sending the reminder correctly, but it is sending 3 times the same email for each situation, is there any mistake I made or is it a bug?
Hi,
Thank you very much for your kind feedback — I’m really happy to hear that the module is meeting your expectations!
Regarding the issue you mentioned, I’d like to investigate this further. Could you please send me a screenshot of how the reminder is configured?
You can email it to me at: halilyazilim1@gmail.com
Looking forward to your message!
Best regards, Halil
Hello Halil, I have send you emails but still no answer, please contact me to see the problem, thank you
First, I want to say that I’m really impressed with the Email Template Manager Module for Perfex CRM — it’s exactly what I was looking for, and it works great!
I did notice a small issue I hope you can help with. When I use emojis or icons like in a template, they appear correctly while editing the template. But when I apply the template to an email, the icons disappear and are replaced with a ”?” symbol instead.
For example, in my template I have:
Book a 30-minute call – Let’s chat and walk through your goals together.After applying the template, the icons show up as ”?” in the email content.
Is this a known issue or possibly a character encoding problem on my end? I’d appreciate any guidance you can provide.
Thanks again for the great module!
Thank you so much for your kind words — I’m really glad to hear the module is working well for you!
I appreciate you pointing out the issue with the icons/emojis. I’ll definitely look into this and get back to you as soon as possible.
Best regards,
Could you please send me an email with the screenshots of the emoji issue and the test content you’re using? My email address is: halilyazilim1@gmail.com
Can you please reset my license. we put it on app my mistake, it needs to be on dev1 so that the developer works with it first.
Thanks,
I deactivated it from app, and still can’t use on dev
Now it is working
Glad to hear it’s working now. Let me know if you need any further help!
Hello, when I put my email details on your plugin (either SMTP or IMAP), my messages are not sent. Can you please let me know what details do you need in order to fix this issue? Thank you!
Hello
Thank you for reaching out. The list of sent messages can be found in the email logs section. Could you please check there? If there was an error during the sending process, the error message should be displayed in that section.
Let me know if you need further assistance!
Best regards,
I generally cannot neither load IMAP messages nor send via SMTP.
Hi,
Since these issues may require more detailed investigation, could you please send me an email so we can continue from there? I will need to ask you for a few specific details to help resolve the problem.
Here is my email: halilyazilim1@gmail.com
Looking forward to your message!
