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