Creator: halilaltndgValue: $69
Challenge: That may be a module for Perfex CRM.
Not a standalone script.
A number of Firms with the Equivalent Predominant Contact for Perfex CRM
If an individual has a few firms, you not should account for various e-mail addresses and particular person credentials for each agency.
With this module, that it’s potential you may set the identical e-mail and password for all of a contact’s firms.
When your purchaser logs in, they appear an inventory of their registered firms inside the shut menu.
They may have the ability to leer and arrange recordsdata equivalent to invoices, contracts, and duties for the chosen agency from the record.
There isn’t any longer all the time any longer a should enter separate particular person credentials for each agency or log in/out to swap between firms
Username : demo@demo.com
Password : 1234
Username : shopper@demo.com
Password : 1234
Hey, this is a very good Idea. What happens if a client is sending an email to the support address? Which company will be selected from the email piping? Thank you, and best regards :)
Hello,
Thank you for your interest in my module.
Your question is intriguing! I’m not sure if you are using any module yourself. However, if your customer sends an email after logging into the system, most likely the selected company information of your customer will be valid.
If you are trying to capture based solely on the sender’s email address, it is likely that the information of the first registered company will come through.
Thank you :)
Hey, ok thank you for the informations. :)
Are you planning any module bundles? I’d like to pay 2 – 3 modules from you.
I don’t think so for now.
I don’t know exactly how it’s done, what the pros and cons are :)
You can reach me at halilyazilim1@gmail.com.
Feel free to share your thoughts on my module, development requests, and new module ideas with me.
Hello, Halil. The question you were asked about how support tickets are managed is very interesting, as a ticket can be opened for a client based on the email that sends it. A primary company could perhaps be assigned to that email for ticket purposes, and maybe that would solve the issue.
Hello
I am reviewing the support section. I will take your advice into consideration.
Thank you for your feedback.
I checked the support button on the customer side.
Tickets are created based on the company selected by the logged-in contact.
Create a launch promotion, I consider it one of the most useful modules for perfex, but it is interesting to bring more customers to your base.