Reminder module for Perfex CRM Free Download

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This is a module for
Perfex CRM

Demo: Click Here

Reminder module allows to send reminders for following

  • Invoice
  • Estimate
  • Proposal
  • Credit Notes
  • Support
  • Custom Reminder
  • Custom Services

Features:-

  • 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
  • Export
  • Filter by: Year, Customer, Staff,This month, This Week, Recurring Reminders, include Notified, customer, Related To, Added By.
  • Multi language

Note:-

  • 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.
Reminder module for Perfex CRM - 1

Customised your customer email template

Step: Setup-> Email Templates >Customer>Reminder->Customised your template as per needed.
Reminder module for Perfex CRM - 2
Reminder module for Perfex CRM - 3

Change Log:-

25-03-22

    customer email bug Fixed 

02-03-22

    Bugs Fixed 

28-02-22

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.

25-08-21

1 minor bug fixed

19-08-21

Support Ticket added
Some minor bug fixed


Source