This can be a module for
Perfex CRM
Demo: Click Here
Reminder module permits to ship reminders for following
- Bill
- Estimate
- Proposal
- Credit score Notes
- Help
- Customized Reminder
- Customized Providers
Options:-
- Electronic mail Notifications
- Sms Notifications with twilio
- Reminders will probably be ship to workers and prospects
- Customised electronic mail template
- standing on reminder
- Reminders feedback
- Reminders Notes
- Recurring Reminder
- Export
- Filter by: Yr, Buyer, Workers,This month, This Week, Recurring Reminders, embody Notified, buyer, Associated To, Added By.
- Multi language
Notice:-
- Twilio configuration is required for sending SMS
- Cron job configuration is required for sending electronic mail and message
Create Customized companies
Step: Setup->Reminder settings->Reminder services-> Add New service
Allow Workers Reminder Set off SMS in setting
Step: Setup->Settings->SMS->Workers Reminder(part)->Click on on Obtainable merge fields hyperlinks and replica merge fields and paste textual content space then put it aside.
Customised your buyer electronic mail template
Step: Setup-> Electronic mail Templates >Buyer>Reminder->Customised your template as per wanted.
Change Log:-
25-03-22
buyer electronic mail bug Fastened
02-03-22
Bugs Fastened
28-02-22
Bug Fastened 1- search the client particulars on Bill 2-Whole Quantity error. 3- Cron subject.
26-02-22 (V 1.0.4)
1- Customized Providers. 2- Recurring Reminder. 3- Add new Filters. 4- Add Notes in Edit. 5- Bug mounted.
03-12-21 (V 1.0.3)
1- Customized Reminder. 2- Workers view Personal Permission added. 3- Buyer Electronic mail templated added. 4- Eliminated routinely assigned reminder mounted.
25-10-21 (V 1.0.2)
1- Desk View modified. 2- Add Edit, View, Delete button added in desk. 3- From to Date vary filter added. 4- Notified/Pending standing added in desk. 5- Associated to filter added for Proposal, Estimate, bill, Credit score Notice, Help ticket.
25-08-21
1 minor bug mounted
19-08-21
Help Ticket added Some minor bug mounted
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