Advanced Automation Manager for Perfex CRM – Optimize Your Task Workflow

Disclaimer

Please note that the Advanced Automation Manager module is designed exclusively for use with Perfex CRM and is not a standalone application. It is fully compatible with Perfex CRM version 2.9.0 and above. Compatibility with earlier versions is currently being developed and will be included in upcoming updates. Thank you for your patience and support.

Discover Advanced Automation Manager for Perfex CRM

This robust module simplifies and enhances task automation, allowing you to define triggers, conditions, and effects for your workflows. Perfect for teams aiming to boost productivity, the Advanced Automation Manager ensures tasks are efficiently automated and aligned with your team’s goals.

Key Features:

• Flexible Automation Rules: Define custom triggers, conditions, and effects to automate repetitive tasks.
• Task Management Enhancements: Automatically update task statuses, add comments, and more based on predefined rules.
• Customizable Workflows: Build tailored workflows with logical conditions (AND/OR) to match your team’s needs.
• Real-Time Notifications: Get immediate feedback when automations are triggered, keeping your team informed.
• Seamless Integration: Designed to integrate effortlessly with your existing Perfex CRM environment.

How It Works:

1. Install the module via Perfex CRM’s admin area by uploading the upload.zip file.
2. Access the new “Automation” tab under the Utilities section to manage your automations.
3. Create automation rules by specifying triggers (e.g., due date, task creation), conditions, and effects (e.g., status change, comments).
4. Save and activate your automations to start automating repetitive task management processes.

Frequently Asked Questions:

• Can I automate multiple actions for a single trigger? Yes, you can assign multiple effects to a single trigger for comprehensive automation.
• What triggers can I use? Triggers include task status changes, start/finish dates, inactivity periods, and more.
• Can I add custom translations? Yes, you can create your own language translations by modifying files in the module’s “lang” folder.

Changelog:

• Version 1.2.0: Added task reminder actions and performance improvements.
• Version 1.1.0: Introduced additional triggers, conditions, and effects for enhanced automation capabilities.
• Version 1.0.0: Initial release featuring task automation with flexible rules and effects.

Enhance your team’s productivity with the Advanced Automation Manager for Perfex CRM. Automate repetitive tasks, streamline workflows, and stay in control of your project management processes. Start today and experience the benefits of efficient task automation!