238 comments found.
I purchased this. Is it a standalone script, or is it an add-on for Perfex CRM?
His is a Perfex CRM module, as per its item’s name.
Good morning, update 2.3.6 is not working. In my dashboard panel, there is only the Template option, while the Send a custom email/SMS notification option has disappeared. I don’t know if I am the only one experiencing this problem.
Hello.
Thats not normal and shall not happen. Please raise a support ticket within the support portal so our engineers can help you.
Is this supports to invoice? Can i share the invoice from SMS?
This is a custom notification module – its not supposed to be connected with the core controllers for such an automated notification.
Please respond to my ticket. I’ve received one response per day and the problem hasn’t been resolved. I’m not sending spam, just asking for help!
Hello.
Support team will get back to you during working days/hours and according to this item’s support policy TAT.
Are you going to ignore my comments the whole time instead of supporting me?
Please dont include support requests in the comments section – use support ticketing system instead.
1. With this item, can I create and send HTML and CSS email templates?
2. Can I select all customer contacts at once and send the notification to all of them at once, or does it send only to separate contacts?
1. Email messages and templates allow HTML syntax, yes.
2. You can select multiple customers and as many as you want (even all).
Check my email, and reply!
Hello.
Sure thing.
Could you ask your support team to resolve my issue? I’ve already submitted the logs in the ticket and am awaiting a response and solution.
Hello.
Support team will get back to you during working days/hours and according to this item’s support policy TAT.
Please respond to my ticket. I’ve received one response per day and the problem hasn’t been resolved. I’m not sending spam, just asking for help!
Hello.
Support team will get back to you during working days/hours and according to this item’s support policy TAT.
Are you going to ignore my comments the whole time instead of supporting me?
Please dont include support requests in the comments section – use support ticketing system instead.
Considering to buy this, but It is really missing a crucial history log (something with advanced data such as IP/logo) as sending sms/emails may need to be tracked later down the line and data is required to be exported. Is this possible to update?
Actions are logged in the history log of our module. This is not missed.
Is there a way to setup emails to send automatically when a lead is created? and 3 hours, 12 hours, etc after a lead is created?
Our module offers programmatic sending (Send later) but this is something not related to another controller (ie Leads).
Its works with SendGrid api? sends mass emails marketings ?
Our module uses the inherited gateways provided by Perfex CRM.
Hello, how can I reset my license? I am trying to activate the module but it is saying the purchase code is being used, meanwhile I am not using it. Please help
Hello.
You need remove the files from the current installation, in order to avoid license lock during activation under a new instance/domain.
Once you do so from the old URL, please use the Licensing Flush tool ( its link can be found on the bottom left of New Ticket Creation link: https://themesic.com/support/ticket/new ), in order to have your license resetted through Envato Licensing API.
You will be able to activate the license at the new instance now, but please ensure that it is not active in any other instances, as that will trigger a new license lock.
Is it possible to select leads by “status”? Or customers by “group”?
Let’s – for simplicity – say i have 1000 leads. 500 with status “Yay” and 500 with status “Nay”.. And i want to send my Email only to the leads with status “Yay”.. Do i have to select those 500 “manually” in the list?
We do offer a dropdown multiple selection list at the moment – so you can flexibly choose who you want to message.
In case a high volume of identical requests arises, we may add include groups or lists in the future.
Thanks for your quick reply. But in this case the plugin is more or less useless for our purpose. We have some thousand leads with lead sources from different trade fairs and congresses we attended. This way it’s almost impossible to pick the ones (sometimes over 500) that need to be adressed.
So does this help us build custom proposal, estimate, and invoice templates that we can add work images into, like new images per project or like so creating multiple templates as needed?
Thanks in advance!
Hello.
Our module helps you to send Customized SMS/Emails at your Perfex Customers & Leads.
Here’s how it works:
But you did not answer my question about the images.. ??
Thats irrelevant and not related to the project’s scope.
You can add images as attachments in the custom email action our module offers, if you wish.
It was very relevant to my pre-sale question… Def wont be buying this mod now either.
hi, how to reset a domain license?
Hello.
You need remove the files from the current installation, in order to avoid license lock during activation under a new instance/domain.
Once you do so from the old URL, please use the Licensing Flush tool ( its link can be found on the bottom left of New Ticket Creation link: https://themesic.com/support/ticket/new ), in order to have your license resetted through Envato Licensing API.
You will be able to activate the license at the new instance now, but please ensure that it is not active in any other instances, as that will trigger a new license lock.
I had purchased this module, but currently earlier it was on subdomain crm.xyz.com “here xyz is my domain name”, and currently now i am using xyz.com and this module was auto-expiring. Currently I am unable to install it now, saying ask admin to reset it. Also my support is expired. Please help in this regard.
Hello.
You need remove the files from the current installation, in order to avoid license lock during activation under a new instance/domain.
Once you do so from the old URL, please use the Licensing Flush tool ( its link can be found on the bottom left of New Ticket Creation link: https://themesic.com/support/ticket/new ), in order to have your license resetted through Envato Licensing API.
You will be able to activate the license at the new instance now, but please ensure that it is not active in any other instances, as that will trigger a new license lock.
solved thanks
Anytime!
Dear: {contact_firstname} {contact_lastname}
You have a measurement appointment tomorrow,
Arriving between: to
Please raise a support ticket within support area so our engineers can answer your technical question. Its sales here.
Does this allow Estimates, Proposals and invoices to be sent as SMS?! has anyone done this?!
You can create Custom SMSes using our module – Its not related with any type of automation.
How much to add a button on proposal, estimate, invoice, open up a template (just like send email) and show the phone numbers instead of email and send as SMS?!
You need to contact our team using our profile’s contact form and including your complete brief in order to receive a quote for your project.
Please reset my License/ item purchase code.
Hello.
You need remove the files from the current installation, in order to avoid license lock during activation under a new instance/domain.
Once you do so from the old URL, please use the Licensing Flush tool ( its link can be found on the bottom left of New Ticket Creation link: https://themesic.com/support/ticket/new ), in order to have your license resetted through Envato Licensing API.
You will be able to activate the license at the new instance now, but please ensure that it is not active in any other instances, as that will trigger a new license lock.
Hi It is very difficult to search for a Customers or Leads name in “Select Customer” or “Select Lead” because the search only works with the first character. Regards
Search is supposed to work for wider matches, not only the first character.
I checked again it works for Customer but not for Lead
Glad you sorted out it wasnt an issue of our module.
Same shall apply to Leads.
If you are facing a technical difficulty, please raise a support ticket within support area so our engineers can help you with it. Its sales here.
Does your module allow for a notification in this case:
Any collaborator creates an estimate, and when the client signs (accepts) the estimate, an email is sent to a specific email address or another user?
By default, Perfex only sends a notification to the collaborator who generated the estimate. I want a notification to be sent to another email and/or collaborator.
Our module is supposed to send custom SMSes and Emails, on purpose, during the time that you initiate them or using a scheduling option. No triggered events are used.
Hi I have version 2.3.4, but the schedule email option is not working. My Perfex cron job is working perfectly for email reminder and other things.
Hello and thank you for your comment.
As its sales here, we are not able to answer at your technical question. Details regarding this item’s support can be found at the “Support” tab of its sales page. Please raise a New Support Ticket request for the technical issue you are facing at your local instance, through item’s secure support portal.
Our support team’s response time is also mentioned in the same tab.
Thank you.
As you know my support is over and you don’t let us add comment in our support porta too. Thank you
Please consider renewing your support ticket in case you want to raise a support ticket and you dont have an active support pack.
I though you added a support request in the comments section for an issue that you are facing.
