screenshot/Customer services.png screenshot/New-filter.png screenshot/Notes.png screenshot/activity-log.png screenshot/contact.png screenshot/filter.png screenshot/multi_services.png screenshot/new-reminder.png screenshot/recurring_reminder.png screenshot/reminder-setup.png screenshot/reminder-table.png screenshot/reminder_email.png screenshot/staff-trigger.png screenshot/view.png
This is a module for Perfex CRM
Demo: Click Here
Reminder module allows to send reminders for following
- Credit Notes
- Custom Reminder
- Custom Services
- Email Notifications
- Sms Notifications with twilio
- Reminders will be send to staff and customers
- Customised email template
- status on reminder
- Reminders comments
- Reminders Notes
- Recurring Reminder
- Filter by: Year, Customer, Staff,This month, This Week, Recurring Reminders, include Notified, customer, Related To, Added By.
- Multi language
- Twilio configuration is required for sending SMS
- Cron job configuration is required for sending email and message
Create Custom services
Step: Setup->Reminder settings->Reminder services-> Add New service
Enable Staff Reminder Trigger SMS in setting
Step: Setup->Settings->SMS->Staff Reminder(section)->Click on Available merge fields links and copy merge fields and paste text area then save it.
Customised your customer email template
Step: Setup-> Email Templates
>Customer>Reminder->Customised your template as per needed.
Support Ticket related doc issue fixed.
customer email bug Fixed
Bug Fixed 1- search the customer details on Invoice 2-Total Amount error. 3- Cron issue.
26-02-22 (V 1.0.4)
1- Custom Services. 2- Recurring Reminder. 3- Add new Filters. 4- Add Notes in Edit. 5- Bug fixed.
03-12-21 (V 1.0.3)
1- Custom Reminder. 2- Staff view Own Permission added. 3- Customer Email templated added. 4- Removed automatically assigned reminder fixed.
25-10-21 (V 1.0.2)
1- Table View changed. 2- Add Edit, View, Delete button added in table. 3- From to Date range filter added. 4- Notified/Pending status added in table. 5- Related to filter added for Proposal, Estimate, invoice, Credit Note, Support ticket.
1 minor bug fixed
Support Ticket added Some minor bug fixed