Notice: This can be a module for Perfex CRM.
Convey workers’s mailboxes to Perfex!
Ever wished a web-based shopper inside Perfex CRM’s admin space, to managing your mails from?
We obtained you lined! Through the use of our module, it is possible for you to to permit your workers members to ship/obtain/draft/manage e-mails of their IMAP accounts, inside their dashboard. You and your workers members also can convert Emails to Duties, to Tickets and even to Leads!
Cool, eh?
Mailbox module for Perfex – Newest Replace
Newest 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.
However that’s not all – brace yourselves for unparalleled comfort as we unveil the flexibility to create assist tickets immediately from acquired or despatched emails. Say goodbye to handbook ticket creation and hiya to environment friendly workflow automation! With these groundbreaking options, empowering your crew to nurture leads and resolve assist queries has by no means been simpler.
Demo
Stipulations:
– You want an IMAP account which might settle for connections over SSL/TLS from a 3rd celebration app (your Perfex set up). If you’re working underneath a 2-way issue authenticator or oAuth sort, you might want to disable it. Elsewise, connections wont be accepted by your server.
– It is advisable have cronjob of Perfex arrange accurately, as per directions discovered right here: https://help.perfexcrm.com/setup-cron-job/
– You wont be capable to use IMAP functionalities underneath a POP account. Ensure 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. Despatched emails from this module might be saved into its ‘Despatched’ folder and can use Perfex’s outgoing electronic mail settings.
– Actions like Star/Trash/Necessary 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-way sync module that may fetch your unread Inbox mails.
– Our module makes use of workers member account’s electronic mail tackle for login to the IMAP server (each workers member can change his/her personal electronic mail from his/her profile although).
Help
It takes solely just a few seconds to be put in, activated and have a completely working Mailbox shopper Perfex.
When you have any questions, be at liberty to boost a assist ticket at our support area.
Guys from assist division will get again to you as quickly as attainable with a reply.
Model 2.0.4 (Perfex v3.2.1+ required)
- Choice to fetch additionally learn emails added - Permit/disallow HTML in physique content material choice added - Convert to activity choice added - Settings Enhancements - Safety Enhancements - Improved Logging - Repair: Encoding for non UTF-8 senders/topics
Model 2.0.3b
-Help for non-UTF8 sender names added
Model 2.0.3
-New Characteristic: Emails can now be assigned to Leads (Assign to Lead button) -New Characteristic: "Dialog" tab in Leads view, that features all assigned emails -New Characteristic: Electronic mail conversations can now be transformed to a Help Ticket
Model 2.0.2
-Learn emails counter added
Model 2.0.1
-Help for single attachment ahead (Inbox/Outbox) added
Model 2.0.0
-Compatibility fixes for Perfex core v3.0 -Minimal PHP model required: 7.4
Model 1.0m
-Ukranian language added - Contributor: Andrii Perevertun
Model 1.0l
-Modified default sorting up to now acquired -Trimmed physique content material in preview, to keep away from overlapping of traces -Eliminated title from reply addresses, which used points in some SMTPs
Model 1.0k
-Mounted subject associated to the signatures in >Perfex 2.7.0 installations -Spanish language added - Contributor: Ariel Ramos
Model 1.0j
-Mounted subject which prevented draft emails from being deleted in some circumstances. -Mounted search subject - datatables' knowledge are actually filtered correctly -Mounted mass delete redirection rule - you are actually redirected again to the earlier folder -Mounted type by date filter - now you can apply it to each folder
Model 1.0i
-Added dependencies with a purpose to assist Perfex CRM 2.7.0 installations
Model 1.0h
-Help for signatures
Model 1.0g
-Help for attachments with areas of their filenames
Model 1.0f
-Italian Language added
Model 1.0e
-Addressed subject of non redirecting again to inbox after marking a message as necessary
Model 1.0d
-Addressed subject of Compose button that was not seen underneath cell view
Model 1.0c
-Aesthetic bugfixes (profile image/wrapping of electronic mail physique textual content)
Model 1.0b
-Resolved battle that brought about Inbox/Despatched folder to checklist equivalent knowledge
Model 1.0
-Preliminary model, totally suitable with the newest model of Perfex CRM
