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Does this integrate with twilio?
Yes. If you set default SMS gateway as twilio, then it will send sms via twilio.
Twilio SMS gateway is already available in perfex crm.
hey can you update the code to add
project trigger when its update or create ,
also the sms merge fields , for the custom fields, or the main fields of project like link , if you did that i will renew the license
Its already Project Create and Update Trigger is there, it will send SMS to Client.
Regarding Custom fields, its not there right now.
can you reset my liscense code ?
Kindly send us your purchase key via support.
Hi, why is there no option to send? New Support Ticket Created (to staff)
and Project Status Changed (to staff)
Sir, All the available triggers are listed in our description of the module.
Right now there are most of triggers for customers, but we will add more triggers soon.
For any issue related to using the module, you can send us email via support.
Thanks for the quick support. I await the update. In my opinion, notifications to staff are very important. Thank you
There is an existing section under Email Templates for Estimate Requests when an estimate form is completed. Do you have (or plan) for SMS triggers upon estimate request form submissions. That would be awesome!
Thank you for your suggestion. We will surely add if it will be applicable.
This module was in sale so why removed before sale end ? i want to buy in discount if you can than tell me ASAP. thank you
Sorry sir, the sale is over, that’s why we added in the description that only for today is available.
ohok i thought was continue till codecanyon sale..i can request you to offer in sale price if possible. will instantly purchase. thank you
Sorry sir, but the sale is over. If you want to purchase, you need to purchase in the original price.
Hello Codecanyon SALE Extended. Are you planning to Extend your Offer ? if yes than will purchase. thank you
In extended sale, only one item is having benefits from our portfolio. We have just applied for one item in extended sale.
Great thank you
Do you plan to add the possibility to send SMS to contacts, instead of customers?
It is already sending to primary contact of customer.
whats if i want to send using a custom gateway
If your custom SMS gateway is able to send SMS of default triggers created in Perfex CRM, Our module will also support it. You can use any SMS Gateway activated from Setup -> Settings -> SMS
NO I want to use a different provider apart from what is already there in perfex. likes hubtel or mnotify
This module support task notification on sms ?
Task is a wide feature of perfex crm it is linked to every module like proposal, leads, contract, etc.
So if i create new task or change the status of task notification goes to client via sms.
Also assigend task notification goes to respected staff.
No sir, Right now Task created or status Change is not implemented, but it will be added in future updates. You can see list of triggers added in description.
okay you have in roadmap? my specific requirement is this only if avaialble will buy
Yes sir. You can buy once that feature is available, no issue.
Hi what would be the cost to add all triggers for projects and tasks for admin environment not clients
You can send your customization requirements at email@example.com
great module, but it keeps sending sms msgs on invoice drafts when i have it set not to send for drafts.
Sir, If you have excluded the status Draft, it will not send for that status. That exclude will work when you change the status.
i have it excluded and it still sends a sms msg. same for estimates, which there is no exclude for
it sends Invoice # INV-Draft has been created
The exclude status is for updating the status, when status is changed from one to another. What you are showing is, sms sent at the time of creation.
It will always send sms at the time of creation.
that is what I have been saying is SMS. is there a way to stop sending SMS on drafts of estimates & invoices and have it to only send once it is changed from draft to sent
Well, in that case, you should keep SMS at the time of creation as blank. So SMS will not be triggered on creation, it will be triggered only when status is changed.
and where is this setting?
From admin login, Setup ->settings -> Add-on SMS settings.
There is no setting like that, just send custom sms to customers contacts – send add on tirgger to clients number and elect statuses for which you do not want to trigger SMS, when status is changed – Exclude Project Status, Exclude Lead Status, ProcessingCustomer
Exclude Ticket Status & Exclude Invoice Status (this still sends even if draft is selected.
That is the settings. SMS triggers are already added with default SMS triggers.
You can send us query from support.
I have a problem
Then I bought the Module and uploaded it to the system, but it never appeared!
Please update the plugin, it is missing icons on Perfex 3.0
Updation is on going, you will get notified once update is available.
Thanks for contacting us.
hello can we send sms on lead status ? like call not pickup , call after sometime ,
You can set predefined trigger for lead status changed. When lead status will be changed, sms will be triggered.
Hello Please fix following issue,
“New Proposal Created (to customer)” This Trigger Work Perfex proposal “Save” and “save and send” both button.
Please disable “save” button trigger action
is it work only for “save and send button” and “Send Email” option
The trigger it self says ” New proposal creation”.
That means when ever new proposal will be created, it will be triggered.
Yes, that’s right. I say turn it off to the “save” button. This is because in the next step, there will be some cases that need to be insert Templates and Images or changed from the editor tab. then after Final Proposal Send Email Action
can we send sms to client on task status change?
Right now its not there, but we are in planning.
The list of triggers available using Add-on SMS Manager module is given in its description.
Thanks for replying. We have year long projects and the only trigger we use is task status change.Any ETA for this. I will buy the moment you have this trigger.
We have not yet implemented for Task status updates because, the thing is Tasks are generally for internal use and for staffs. Again, there may be possibility tasks are not directly related to the clients, it may be related to projects, proposals, invoices, Tickets etc.
Got your point. However, when we update a task, there is an email that is sent to customer, can’t that trigger be used to send sms too?
Can I use this module for this https://www.sslcommerz.com/ gateway which is in Bangladeshi gateway?
If you have a module of sms gateway of sslcommerz.com in perfex crm then, this module will work with this like twillio or mdg91. We do not own our sms gateway, we use sms gateways of perfex crm.
Thanks and regards
This option not available to send sms to staff with customer details and if select customer it’s stuck too slow after add this modules
Custom sms is to send sms to staff or customers. This does not depend on any customers if you send to staff.
Hope you understand.
When it stucks, kindly share us details on firstname.lastname@example.org
DLT template ID option is not there still in template section.
Generally DLT template ID is used for MSG91 SMS gateway which is used in perfex crm. DLT Template Id is there in Template for MSG91, when you add or edit SMS templates.
Congratulations for the plugin, I checked on the internet that there is no plugin that performs SMS notification of calendar events.
Use, by you or one client, in a single end product which end users are not charged for. The total price includes the item price and a buyer fee.
Use, by you or one client, in a single end product which end users can be charged for. The total price includes the item price and a buyer fee.
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