{"id":5816,"date":"2025-02-27T20:30:05","date_gmt":"2025-02-27T20:30:05","guid":{"rendered":"https:\/\/s-o-s.net\/product\/account-management-advancements-for-perfex-crm\/"},"modified":"2025-04-17T18:58:28","modified_gmt":"2025-04-17T18:58:28","slug":"account-management-advancements-for-perfex-crm","status":"publish","type":"product","link":"https:\/\/s-o-s.net\/en_gb\/product\/account-management-advancements-for-perfex-crm\/","title":{"rendered":"Account Management Advancements for Perfex CRM"},"content":{"rendered":"<p><br \/>\n<br \/>\n<a class=\"wp_automatic_demo_btn broken_link\" target=\"_blank\" href=\"https:\/\/codecanyon.net\/item\/account-management-advancements-for-perfex-crm\/full_screen_preview\/56713020\" rel=\"noopener\">LIVE PREVIEW<\/a> <a class=\"wp_automatic_buy_btn broken_link\" target=\"_blank\" href=\"https:\/\/codecanyon.net\/item\/account-management-advancements-for-perfex-crm\/56713020\" rel=\"noopener\">LIVE ORDER $49<\/a><br \/>\n<br \/>\n<img decoding=\"async\" src=\"https:\/\/previews.customer.envatousercontent.com\/files\/585767756\/Inline-image-AMA.png\"><br \/>\n<a><span style=\"font-size: 20px\">Account Management Advancements for Perfex CRM<\/span><\/a><br \/>\n<img decoding=\"async\" src=\"\" width=\"25\" height=\"25\"> <a href=\"https:\/\/codecanyon.net\/user\/zegapps\" target=\"_blank\" rel=\"noopener\">zegapps<\/a><br \/>\n<\/p>\n<p><strong>Note:<\/strong> This is a module for <a target=\"_blank\" href=\"https:\/\/codecanyon.net\/item\/perfex-powerful-open-source-crm\/14013737\" rel=\"noopener\" class=\"broken_link\">Perfex CRM<\/a>, not a standalone script. This module works best on Perfex CRM version 3.2.1 and later.<\/p>\n<h3 id=\"item-description__live-demo\">LIVE DEMO<\/h3>\n<p>To see a live demo for this module, use the login details below:<br \/>\n<br \/>\n<strong>Username:<\/strong> <a target=\"_blank\" href=\"mailto:demo@email.com\" rel=\"noopener\">demo@email.com<\/a><br \/>\n<br \/>\n<strong>Password:<\/strong> Wr4s@xh7zTn6#L\n<\/p>\n<p>Login <a target=\"_blank\" href=\"https:\/\/demoama.mightyjar.com\/\" rel=\"nofollow noopener\">here.<\/a><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/i.imgur.com\/JA1M6Gn.png\" alt=\"module introduction image\" \/><\/p>\n<p>Enhance your account and customer management capabilities with Account Management Advancements, a powerful module designed to improve team communication, customer tracking, and financial control within Perfex CRM.<\/p>\n<h3 id=\"item-description__new-feature\">NEW FEATURE<\/h3>\n<p><strong>Introducing Secure PIN for Customers!<\/strong>\n<\/p>\n<p>Combat rising phone impersonation threats with the <strong>Secure PIN<\/strong> field. Customers can set a <strong>6-10 character alphanumeric PIN<\/strong>, required for verification when contacting your team over the phone.<br \/>\n    This ensures only authorised individuals can access account details, preventing unauthorised access while ensuring a secure and seamless account management experience.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/i.imgur.com\/RLmNULK.png\" alt=\"Secure PIN feature\" \/>\n<\/p>\n<h3 id=\"item-description__other-features\">OTHER FEATURES<\/h3>\n<ul>\n<li><strong>Custom Team Alerts: <\/strong> Keep your team informed with real-time alerts when accessing customer records. Choose from Information, Warning, and Critical alerts to highlight key customer details, such as overdue payments, restricted services, or special handling instructions.<\/li>\n<li><strong>Rich Text Customer Description: <\/strong>Record detailed customer information using a rich text editor, making it easier to document interactions, preferences, and account history.<\/li>\n<li><strong>Notes Sharing via Link: <\/strong> Share customer-related notes effortlessly with a direct link, improving collaboration and record-keeping across teams.<\/li>\n<li>More features on the way.<\/li>\n<\/ul>\n<p>With more features coming soon, <strong>Account Management Advancements<\/strong> helps you keep your business organised, reduce financial risks, and improve team coordination within Perfex CRM. <\/p>\n<h3 id=\"item-description__some-images\">SOME IMAGES<\/h3>\n<ul>\n<p>Team Alert.<\/p>\n<p>    <img decoding=\"async\" src=\"https:\/\/i.imgur.com\/N4ZYqU0.png\" alt=\"Team alert\" \/><\/p>\n<p>Rich Text Customer Description.<\/p>\n<p>    <img decoding=\"async\" src=\"https:\/\/i.imgur.com\/NHULv7K.png\" alt=\"Rich Text Customer Description\" \/><\/p>\n<p>Customer Notes Sharing via Link.<\/p>\n<p>    <img decoding=\"async\" src=\"https:\/\/i.imgur.com\/vwnNTMd.png\" alt=\"Notes Sharing via Link\" \/><\/p>\n<\/ul>\n<h3 id=\"item-description__inquiries-and-support\">INQUIRIES AND SUPPORT<\/h3>\n<p>For any pre-sales inquiries, please use the discussion tab to ask any questions you may have.<\/p>\n<p>If you have purchased this module and require support, please open a support query, and we will be glad to assist you.<\/p>\n<p>For feature requests, please email us on the provided email address on our seller profile.<\/p>\n<h3 id=\"item-description__changelog\">CHANGELOG<\/h3>\n<p>Version 1.0.4 | 17 February 2025<\/p>\n<pre>Feature: Introduced Secure PIN for customer accounts<\/pre>\n<p>Version 1.0.1 | 11 February 2025<\/p>\n<pre>Initial release<\/pre>\n<p>\n<br \/>\n<br \/>\n<a href=\"https:\/\/codecanyon.net\/item\/account-management-advancements-for-perfex-crm\/56713020\" target=\"_blank\" rel=\"noopener\" class=\"broken_link\">Source link<\/a><\/p>","protected":false},"excerpt":{"rendered":"<p>LIVE PREVIEW LIVE ORDER $49 Account Management Advancements for Perfex CRM zegapps Note: This is a module for Perfex CRM, not a standalone script. This module works best on Perfex CRM version 3.2.1 and later. LIVE DEMO To see a live demo for this module, use the login details below: Username: demo@email.com Password: Wr4s@xh7zTn6#L Login [&hellip;]<\/p>","protected":false},"featured_media":5817,"comment_status":"open","ping_status":"closed","template":"","meta":{"_acf_changed":false,"give_campaign_id":0},"product_brand":[],"product_cat":[3332,3331,3329],"product_tag":[3874,3846,3359,3393,3358],"class_list":{"0":"post-5816","1":"product","2":"type-product","3":"status-publish","4":"has-post-thumbnail","6":"product_cat-add-on-php-script","7":"product_cat-php-script-solution","8":"product_cat-pro-version","9":"product_tag-account","10":"product_tag-advancements","11":"product_tag-crm","12":"product_tag-management","13":"product_tag-perfex","15":"first","16":"instock","17":"shipping-taxable","18":"purchasable","19":"product-type-simple","20":"add-to-wishlist-after_add_to_cart"},"acf":[],"fifu_image_url":"https:\/\/previews.customer.envatousercontent.com\/files\/585767756\/Inline-image-AMA.png","_links":{"self":[{"href":"https:\/\/s-o-s.net\/en_gb\/wp-json\/wp\/v2\/product\/5816","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/s-o-s.net\/en_gb\/wp-json\/wp\/v2\/product"}],"about":[{"href":"https:\/\/s-o-s.net\/en_gb\/wp-json\/wp\/v2\/types\/product"}],"replies":[{"embeddable":true,"href":"https:\/\/s-o-s.net\/en_gb\/wp-json\/wp\/v2\/comments?post=5816"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/s-o-s.net\/en_gb\/wp-json\/wp\/v2\/media\/5817"}],"wp:attachment":[{"href":"https:\/\/s-o-s.net\/en_gb\/wp-json\/wp\/v2\/media?parent=5816"}],"wp:term":[{"taxonomy":"product_brand","embeddable":true,"href":"https:\/\/s-o-s.net\/en_gb\/wp-json\/wp\/v2\/product_brand?post=5816"},{"taxonomy":"product_cat","embeddable":true,"href":"https:\/\/s-o-s.net\/en_gb\/wp-json\/wp\/v2\/product_cat?post=5816"},{"taxonomy":"product_tag","embeddable":true,"href":"https:\/\/s-o-s.net\/en_gb\/wp-json\/wp\/v2\/product_tag?post=5816"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}