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:-
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