Automation Manager Module for Perfex CRM will make your Perfex CRM Software as cool as top rack comparable programming available with many computerized activities. With this plugin, you can make automation rules for undertakings (including trustees and adherents, timesheets, situations with needs, labels, remarks, and, surprisingly, custom fields.
Sample Automation rules. available:
- IF ‘task priority’ is ‘urgent’ THAN ‘add 5 hours to task time sheet with comment “additional fee for urgent work”’,
- IF ‘due date is today’ THAN ‘add comment: “Why is this task late?”’,
- IF task isn’t updated within 3 days THAN write a comment: “What is going on with this task??”,
- IF task status changes to “Awaiting feedback” THAN Add notification in four days with the additional note”
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