.png "Reminder module for Perfex CRM")
Preview: 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
Table of Contents
Features:-
- Email Notifications
- Sms Notifications with twilio
- Reminders will be send to staff and customers
- Customised email template
- status on reminder
- Reminders comments
- Export
- Filter by: Year, Customer, Staff
- Multi language
Note:-
- Twilio configuration is required for sending SMS
- Cron job configuration is required for sending email and message
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.
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