Call Log 1.2.0 module for Perfex CRM
Want to make and obtain calls in Perfex CRM utilizing Twilio? What to ship Single and Bulk SMS? Now your can with essentially the most compelling will need to have module for any gross sales group or enterprise utilizing Perfex cRM.
Are you continue to logging your buyer calls on spreadsheets? One of the basic of constructing relationships with prospects and enterprise growth is logging all of your conversations in a single location. Give you and your group the skill to maintain a observe report of all of the calls made, and know when to comply with up on alternatives. Create comply with up reminders, and even assign name log targets, you requested for these updates so right here you go, please depart a overview if you wish to see extra updates. This isn’t a standalone addon, and solely works as a module for Perfex CRM. Please don’t buy this module if you happen to do not need the PerFex CRM. We welcome suggestions to enhance our merchandise, and please depart a overview if you happen to like our modules it’s going to encourage us.
- Add a brand new name
- Edit current calls
- Delete current calls
- Export name record
- Log the period
- Create follow-up and get a notification when its due
- Mark as vital
- Mark as accomplished.
- Assign a contact (Lead or buyer)
- Overview report
- Each workers has his personal twilio account
- Record voice calls
- Disable bulk sms
Try the demo, view the hooked up screenshots.
- http://adzella.com/admin/authentication
- Username: CC@prontoinvoices.com
- Password: ModqrgFOCP9D
We will assist you on any points with our module belief that, simply ship us a message, thanks for the assist from the group.
Versions 1.0.6 Call Log 18/08/2022 enhancements and new options
- Make calls in name log utilizing Twilio Api
- Update Call Start time and End Time on Call button
- Fetch the Lead Phone quantity if person has chosen Lead as useful resource.
- Support further languages
- Summary web page present the every day and month-to-month outcomes of every person.
- Additional Filter to indicate full and incomplete calls.
- Add performance, Edit and Remove Call Types, and Type
- customers can outline personal name sorts values
- Users can outline personal course values
- Filter by, workers, sort, lead, buyer, standing.
- Follow-ups are saved as reminders within the calendar
- User can create targets for name log workers.
- General bug fixes search not working.
Version 1.0.7 name Log 22/08/2020 enhancements and bug fixes
- Fetch contacts associated to buyer calls, to assign to name log
- Renamed the Type to “Call Direction”
- Auto populate the cellphone, if cellphone exists within the contact or lead
- Allows person to do outline and edit name begin and finish time
- Call with Staff Member, now the power to assign name to name proprietor
- Call proprietor subject, now exhibits each workers members title
- Update translation for German language.
- Now shows the decision button to recall
- Follow up required calls can now be edited.
- Small bug with knowledge formatting show time as NaN, resolved
- Translation file replace german language replace
Verison 1.0.8 name Log 22/08/2020 enhancements and bug fixes
- Bug fixes
Verison 1.0.9 name Log 27/08/2020 enhancements and bug fixes
- Error 500 on older variations of php
Verison 1.1.1 name Log 30/09/2020 enhancements and bug fixes
- Update calling responses
- Bug fixe with twilio api and making calls
Verison 1.1.6 name Log 19/01/2021 updates
- Small bug fixes to languge recordsdata
- Now log sms utilizing twilio api
- sms standing
- Send bluk sms to contacts
Verison 1.1.8 name Log 01/02/2021 updates
replace to twilio api to now obtain calls within the name module
Version 1.2.1 Call Log 11/05/2021 updates
- Allow admin to disable bulk sms from workers
- Allow workers members to enter particular person Twilio account or use world account.
- Allow workers members and admin to report calls
Goals:
In the module we have now included an replace to create targets for the variety of calls for every workers, if you happen to want to use it please use the replace targets module embody.
Reminders:
All comply with up calls are saved within the calendar as a reminder, search for the additional tab “Call Log” within the contact or lead.
Leads:
When u obtain the module you first must unzip the bundle within the bundle you can see a one other zip “Leads Call Log Tab.zip” that is the file that must be change to permit the decision log tab for leads, Perfex doesn’t present a webhook for leads so this can be a work round, please make sure you again up the present file earlier than you change the present. If you need assistance with this please contact us together with your FTP particulars.
Steps to put in or Updating Call log module for Perfex:
- Download the Zip from Codecanyon
- Unzip the file utilizing Winrar it ought to include plenty of folders Call_logs, Goals, and Leads name log tab.
- Go to your Perfex > Setup > Modules and set up call_log (in case your updating the module guarantee you’ve clicked on the replace database hyperlink otherwise you log is not going to save)
- If you wish to make calls utilizing Twilio, guarantee you’ve entered the Twilio API info, by going to Setup > SMS Twilio.
- If you wish to use the up to date Goals module you may set up that too
- If you wish to log Leads calls, as a result of perfex doesn’t have a webhook for leads, we have now created a piece round, seize the file leads.php in Leads Call Log Tab and add it to find this path /software/views/admin/leads/ in your server and you need to be all completed. Ensure you do a again of the unique file earlier than add.
Steps to put in or Updating Call log module for Perfex
- Download the Zip from Codecanyon
- Unzip the file utilizing Winrar it ought to include a variety of folders Call_logs, Goals, and Leads name log tab.
- Go to your Perfex > Setup > Modules and set up call_log (in case your updating the module guarantee you’ve clicked on the replace database hyperlink otherwise you log is not going to save)
- If you wish to make calls utilizing Twilio, guarantee you’ve entered the Twilio API info, by going to Setup > SMS Twilio.
- If you wish to use the up to date Goals module you can set up that too
- If you wish to log Leads calls, as a result of perfex doesn’t have a webhook for leads, we have now created a piece round, seize the file leads.php in Leads Call Log Tab and add it to find this path /software/views/admin/leads/ in your server and you need to be all completed. Ensure you do a again of the unique file earlier than add.
