#1

Reminder module for Perfex CRM
Step: Setup->Settings->SMS->Staff Reminder(section)->Click on Available merge fields links and copy merge fields and paste text area then save it.
#1

Reminder module for Perfex CRM
Step: Setup->Settings->SMS->Staff Reminder(section)->Click on Available merge fields links and copy merge fields and paste text area then save it.
#2

Elite-CM - User reminder tool (v.2.1)
- Create as many users as you want - Filter for custom text, customer name, customer phone, website, month of expiration, expiry date - Disable user, then re-enable - Create as many custom fields you want, then use them into email templates as - Create as many email templates you want with the frequency you need (30 days before expiration, 7 days before expiration, and so on) - Export all the users with all the details into excel. Edit them on your computer. - Import all the users that you edit them on your computer. - Responsive layout.