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.
Customised your customer email template
Step: Setup-> Email Templates >Customer>Reminder->Customised your template as per needed.
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