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Magento CRM by Webinse

Webinse СRM for Magento(Customer Relationship Management) means that you can create reminders for orders and prospects. That can be somewhat helpful to your retailer administration. Our extension will enable you to to separate tquestions and reminders amongst completely different staff and teams of your Magento retailer. It additionally may also help you to not overlook about shopper or order.

You can’t observe your whole shoppers and their related tquestions and occasions. You can merely overlook about your shopper, and such scenario generally is a blow to your fame. With Webinse CRM you possibly can retailer and handle tons of of shoppers and let a pc system despatched you reminders.

To create reminder you simply have to go in CRM tab in applicable order tab or buyer profile, and click on on the button “Add New Reminder”. CRM additionally keep attachments that aren’t reminders certainly.

All reminders are associated with begin and due date and all reminders are seen on the highest of back-end pages on a regular basis earlier than their accomplishment.

Extension additionally means that you can create teams of staff (e.g., sellers or account managers) in System->Permissions->Groups, and create tquestion not just for a specific worker, however for all division. The system additionally sends notifications to the group, if tquestion has been assigned or modified.

Note: This extension is assured to work with Magento Default Theme. We don’t say that it gained’t work with customization in any respect, however as a result of the nice majority of Custom themes we can’t assure the right work of the extension with all of them.

Features

1. Ability to arrange reminders and notes
2. Ability to create teams of staff (customers)
3. Ability to create tquestions assigned to teams
4. Ability to ship notifications when creating or enhancing (reminder itself or computerized change of reminder’s standing) a tquestion.
5. Ability to set reminder’s content material through the use of WYSIWYG editor
6. Possibility to have attachments to orders and prospects
7. Possibility to see reminders on the highest of dashboard or on all back-end pages
8. Ability to see all reminders within the CRM tab
9. Convenient administration of the reminders through the use of statuses similar to ‘Pending’, ‘Running’, ‘Complete’ or ‘Failed’
10. CRM tab for orders
11. CRM tab for buyer

More particulars about reminder’s statuses

1. ‘Pending’ – If you set begin date the enormousger than present date, standing will probably be mechanically set to pending
2. ‘Running’ – It is about to reminder if the beginning date lower than present date and the due date is absent or is enormousger than present
3. ‘Complete’ – If you click on on the hyperlink or button ‘Complete’ within the CRM grid or in Reminders on the highest of the pages
4. ‘Failled’ – All uncompleted reminders with due date that are lower than present date automtically set to failed

Administration & Configuration

All options and consumer interfaces are absolutely configurable, set up requires little time and could be managed from the Magento Administration Panel.

Also chances are you’ll customise reminders through the use of configuration within the System -> Configuration -> Webinse -> CRM tab.

Note: In the highest of the pages solely reminders which have standing ‘Running’ or ‘Failed’ will probably be outputed.

Note:Pay consideration that if you wish to use the WYSIWYG editor, please be sure that the System->Configuration->General->Content Mangement ->Use Static URLs for Media Content in WYSIWYG for Catalog subject set to ‘Yes’. And after this, please clear cache.

Version and Compatibility

Webinse CRM Extension model 2.1.2 is appropriate with Magento Community Edition model 1.7-1.9.

Click here to see the Documentation

Live demo

Admin Panel

Updates

Jun 17 2017 – Version 2.1.2

- Standardized menus
- ACL choices and config tabs

Apr 29 2017 – Version 2.1.1

- eliminated MEQP1 warnings

Feb 14 2017 – Version 2.1.0

- Added permissions config

Jul 03 2015 – Version 2.0.2

- Fixed e-mail notification logic
- Added new columns to CRM grid
- Added hyperlink to reminder edit web page
- Added new filed to crm_reminders
- Applied new reminders fields
- Reformatted code with Webinse type
- Possibility to add .html and .html recordsdata

Aug 15 2014 – Version 1.9.0

- Added e-mail notifications
- Created consumer teams
- Added logic to consumer notifications from group
- Minor bug fixes

Jul 16 2014 – Version 1.8.0

- Minor bug fixes

Jun 18 2014 – Version 1.7.5

- Fix subject for GMT dates

May 28 2014 – Version 1.7.4

- Minor bug fixes

May 28 2014 – Version 1.7.3

- Add reminders to all pages in admin panel

May 28 2014 – Version 1.7.2

- Added a brand new subject 'Content' with WYSIWYG editor that offers risk to have extra info concerning to the precise reminder
- Added pop-up with more information about reminder (subject 'Content')
- Minor bug fixes

May 23 2014 – Version 1.7.1

- Fixed bug in sorting for the reminder's grid
- Added filtration to the reminder grid
- Added statuses to the reminders
- Minor bug fixes

May 16 2014 – Version 1.6.8

- Fixed bug in sorting for the reminder's grid
- Added filtration to the reminder grid
- Added statuses to the reminders
- Minor bug fixes

May 14 2014 – Version 1.6.5

- Minor bug fixes.

May 06 2014 – Version 1.6.4

- Show reminders just for assigned customers
- Minor bugfixes

Apr 15 2014 – Version 1.6.3

- Bug fixes
- Significant structure enhancements

Apr 04 2014 – Version 1.6.1

- Ability to arrange reminders and feedback
- Possibility to have attachments to orders and prospects
- Possibility to see reminders on the dashboard
- Ability to see all reminders within the CRM tab
- CRM tab for orders
- CRM tab for buyer

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