Reminder module for Perfex CRM

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
• Leads
• Contracts

Features:-

• Email Notifications
• Sms Notifications
• 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.
• Full language support

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.

Customised your Lead email template

Step: Setup-> Email Templates >Leads>Reminder->Customised your template as per needed.

Change Log:-

29-08-25

i. SMS can now be sent via the active SMS gateway. ii. Contact number visibility has been enabled in the leads dropdown.

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