Mailbox – Webmail based e-mail client module for Perfex CRM
Note: This is a module for Perfex CRM.
Bring employees’s mailboxes to Perfex!
Ever needed a internet-based client inside Perfex CRM’s admin space, to managing your mails from?
We obtained you lined! By utilizing our module, it is possible for you to to permit your employees members to ship/obtain/draft/arrange e-mails of their IMAP accounts, inside their dashboard. You and your employees members may convert Emails to Tasks, to Tickets and even to Leads!
Cool, eh?
Mailbox module for Perfex – Latest Update
Latest model brings revolutionary enhancements to streamline your communication and buyer administration:
Now, effortlessly bridge the hole between emails and leads with our modern “dialog” tab. Seamlessly retailer emails inside the leads part, offering a complete view of all interactions and correspondence in a single centralized location.
But that’s not all – brace yourselves for unparalleled comfort as we unveil the power to create help tickets instantly from acquired or despatched emails. Say goodbye to handbook ticket creation and hey to environment friendly workflow automation! With these groundbreaking options, empowering your workforce to nurture leads and resolve help queries has by no means been simpler.
Demo
Prerequisites:
– You want an IMAP account which might settle for connections over SSL/TLS from a 3rd social gathering app (your Perfex set up). If you might be working beneath a 2-approach issue authenticator or oAuth kind, it’s good to disable it. Elsewise, connections wont be accepted by your server.
– You must have cronjob of Perfex arrange accurately, as per directions discovered right here: https://help.perfexcrm.com/setup-cron-job/
– You wont be capable of use IMAP functionalities beneath a POP account. Make positive that your account is an IMAP-based one.
– This module was made so as to have the ability to view/reply to all incoming emails, inside Perfex. Sent emails from this module might be saved into its ‘Sent’ folder and can use Perfex’s outgoing e mail settings.
– Actions like Star/Trash/Important will have an effect on your native inbox (Perfex) and they are going to be saved within the database, together with their attachments within the applicable folder. This module has no management over your IMAP server – it’s an one-approach sync module that can fetch your unread Inbox mails.
– Our module makes use of employees member account’s e mail deal with for login to the IMAP server (each employees member can change his/her personal e mail from his/her profile although).
Support
It takes solely a couple of seconds to be put in, activated and have a completely working Mailbox client Perfex.
If you’ve got any questions, be happy to boost a help ticket at our support area.
Guys from help division will get again to you as quickly as doable with a reply.
Version 2.0.4 (Perfex v3.2.1+ required)
- Option to fetch additionally learn emails added - Allow/disallow HTML in physique content material possibility added - Convert to activity possibility added - Settings Improvements - Security Enhancements - Improved Logging - Fix: Encoding for non UTF-8 senders/topics
Version 2.0.3b
-Support for non-UTF8 sender names added
Version 2.0.3
-New Feature: Emails can now be assigned to Leads (Assign to Lead button) -New Feature: "Conversation" tab in Leads view, that features all assigned emails -New Feature: Email conversations can now be transformed to a Support Ticket
Version 2.0.2
-Read emails counter added
Version 2.0.1
-Support for single attachment ahead (Inbox/Outbox) added
Version 2.0.0
-Compatibility fixes for Perfex core v3.0 -Minimum PHP model required: 7.4
Version 1.0m
-Ukranian language added - Contributor: Andrii Perevertun
Version 1.0l
-Changed default sorting thus far acquired -Trimmed physique content material in preview, to keep away from overlapping of traces -Removed identify from reply addresses, which used points in some SMTPs
Version 1.0k
-Fixed subject associated to the signatures in >Perfex 2.7.0 installations -Spanish language added - Contributor: Ariel Ramos
Version 1.0j
-Fixed subject which prevented draft emails from being deleted in some circumstances. -Fixed search subject - datatables' information at the moment are filtered correctly -Fixed mass delete redirection rule - you at the moment are redirected again to the earlier folder -Fixed kind by date filter - now you can apply it to each folder
Version 1.0i
-Added dependencies as a way to help Perfex CRM 2.7.0 installations
Version 1.0h
-Support for signatures
Version 1.0g
-Support for attachments with areas of their filenames
Version 1.0f
-Italian Language added
Version 1.0e
-Addressed subject of non redirecting again to inbox after marking a message as essential
Version 1.0d
-Addressed subject of Compose button that was not seen beneath cell view
Version 1.0c
-Aesthetic bugfixes (profile image/wrapping of e mail physique textual content)
Version 1.0b
-Resolved battle that brought on Inbox/Sent folder to checklist equivalent information
Version 1.0
-Initial model, absolutely suitable with the newest model of Perfex CRM
