This is a module for Perfex CRM
Demo: Click Here
Reminder module allows to send reminders for following
Step: Setup->Reminder settings->Reminder services-> Add New service
Step: Setup->Settings->SMS->Staff Reminder(section)->Click on Available merge fields links and copy merge fields and paste text area then save it.
Step: Setup-> Email Templates >Customer>Reminder->Customised your template as per needed.
Step: Setup-> Email Templates >Leads>Reminder->Customised your template as per needed.
21-11-24
Fixed staff permission issue.
23-10-24
1- Reminder added for Leads. 2- Reminder added for Contracts. 3- All other languages added. 4- Reminder stop if status changed for Invoices,Support tickets, Contacts, Estimates,Proposals.
23-01-23
Support Ticket related doc issue fixed.
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
Published:
Jan 12, 2025 21:42 PM
Version:
Lastest
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