71 comments found.
Hi, I have a problem. I permitted staff to create a reminder, but it is not displayed on the reminder screen. Also, the reminder comes without the creator and the lead name
can i connect notify.lk sms gateway?
No, If you need we can customise for you lets connect at sales@zonvoir.com
I am ready to purchase but noticed a bug on your online demo. When a reminder is set via the Leads > Edit > Reminders > New Reminder menu, it does get saved and shows up in your “Reminders” main menu, but no Lead Details are saved along with it. You can check the latest reminder named “Test 0001” as an example. Is this a bug thats only present in your demo, or is it fixed in the latest live version?
This is not a Bug: All reminders are from common table of DB either it created from leads section or other. As i want to inform that this module only work with the reminders which has created for customer so in Table you are not able to see the details of lead. But you can use it as a extra feature by which you can see all reminders details using this table of module.
I don’t really understand the logic behind this. Is is of major value to me and likely many others to have clear reminders for leads as I can convert them into paying customers. If I raise a reminder INSIDE the lead, it should by right leave a reference to that lead when looked at in your Reminders table.
I would much appreciate if this could be added to your roadmap as it’s a minor fix in your query and would make your module much more valuable to Leads as well. Thank you.
Can we send reminder on whatsapp ?
We can customize it specifically for your needs. If you’re interested, please reach out to us at sales@zonvoir.com
Can we add custom fields in reminder.. like we add in tasks, projects, leads?
No, we can only use the available options from the related fields that are already in the module
I would like to ask if this module is already compatible with the latest Perfex CRM versions, especially version 3.2+. If not, could you please provide an update to ensure full compatibility and stability with Perfex CRM 3.2 and higher?
Compatible with the latest version of Perfex.
you promised about Task remainder for other clients and never updated please update remainder for task eagerly waiting this update to buy thanks
We’ll release in next update. Hopefully in next month
Hello,
You are still able to see all the reminders even though you do not have the necessary permissions.
Additionally, the system displays the “Assigned to” field as the logged-in user, even when the reminder was originally assigned to someone else.
Kindly look into this issue.
Thank you.
we are checking your support will revert you soon.
Hello, any update? thank you
We revert you over support at 8-Feb. Please check and reply now.
Can we send SMS and Email to leads too ?
yes
But I don’t see in your demo plus don’t see template for email and SMS
We use a core template for emails and send only the email body content for SMS. If you need a template for both, we can customize it for you. Lets connect Over sales@zonvoir.com
Hi,
I have some presale Questions,
1. Can I set up reminders for Leads, Example – Remind me in 3 Days to do that,, Remind me in 1 week
2. If the lead is not processed after 1 day A notification to be sent to the Staff Member,, etc,,
3. Reminder can setup Whatsapp or Email (With another Module for Whatsapp Support Maybe ) can I do above,
1- Yes 2- Not available 3- sending notification only on email not on whatsapp
If you need any customisation lets know at sales@zonvoir.com
Hello,
Thank you for resolving the permission issue. However, the “New Reminder” option still does not appear even when the permission to create is granted.
Kindly look into this.
Thank you.
Hello, for using your module can I setup for all proposals 2 reminder? for example one after 7 days and another one after 15 days. Or I need to setup for each proposal I made is?
Mention features not aviation at this movement but We can customise for you lets connect at sales@zonvoir.com
i’m not request mention features..i’m asking only when I setup it’s for 1 lead or good for all.
you can create more than one reminder for each of the relations Ex: invoice, proposal etc. whatever is there in module, Remember every time you need to create new reminder. Thanks
I don’t need too many features like this plugin, I only need recurring invoices to be reminded and sent to customers 7 days in advance. Can you code this feature in a separate task? Please help me quote.
Thank you
yes, lets connect at sales@zonvoir.com
Guys,
What’s the chance to you guy implement the REMINDER to Lead already?
Because we fell something needed when we can remind our leads.
Does this module works with Clickatell SMS integration?
yes
any way to send a reminder a period of time after we invoice the customer? We will invoice and take payment at the same time, but we want to send a google review a few weeks later. Then maybe a reminder to come back in in a year. Is this possible?
Not possible with current module we can customise for you lets connect sales@zonvoir.com
Is it possible to remember an open task per client?
Not possible with current module we can customise for you lets connect sales@zonvoir.com
Wouldn’t it be better to update the module so that it works with any Active SMS API and not just Twillo?
It will be send via the active gateway only
Can we route sms’ viaMSG91? PERFEX is already set up for integration with them. Twillo for South Africa is expensive
yes
Thank you
hi, Is the test site linked to services, i want see what the email and sms looks like?
we have created email template for services you can select according your need
Thanks
