DailyBrief — Staff Daily Digest for Perfex CRM

DailyBrief sends a personalized daily digest to every staff member with their overdue tasks, today’s tasks, open tickets, pending leads, and calendar events — plus a separate Manager Brief with four executive KPIs. No external API, no SaaS subscription, no Twilio, no AI service. If your Perfex installation sends email today, DailyBrief works out of the box. Every support team, sales team, and consultancy that runs Perfex hits the same wall: staff log in, browse five different sections, forget the lead they should have followed up, miss the task that became overdue overnight. Managers run no daily KPI report because building one manually takes 20 minutes a day. Existing marketplace options send a single generic report to everyone, ignore Perfex’s permission system, or require monthly fees for a relay service that should be local. DailyBrief delivers all of it — per-staff personalization, executive KPI brief, native Perfex stack, single one-time price. Why DailyBrief is different Strict per-staff permission scoping. Every query goes through Perfex’s native permission APIs. A support agent never sees the CEO’s pipeline. A project manager never sees another team’s overdue tickets. No “send everyone the same report” anti-pattern. Separate Manager Brief. Managers receive a dedicated executive digest with four KPIs that actually matter: overdue invoices with multi-currency breakdown, total open tickets by priority, new leads in the last 24 hours, and total overdue tasks company-wide. Not the same brief as the staff — the right brief for the role. Empty-brief suppression. If a staff member has nothing pending, DailyBrief does NOT send an email. Most modules spam “you have 0 tasks today” daily and train people to ignore the digest. DailyBrief stays silent until there is something worth saying. Native Perfex everything. Cron hooks into after_cron_run. Emails use the SMTP already configured in Setup > Email Settings. Templates registered in tblemailtemplates are editable from the Perfex native UI — no PHP edits needed for branding. Test mode that is actually safe. A live banner across every module page when ON, a forced redirect of every brief to a single test address, and a “Send test brief now” button with five-state feedback (idle / sending / success / partial / error). Safe to enable on a production install. Self-hosted, source included. No external API calls, no telemetry, no data leaves your server. Install once and own it. What’s inside Dashboard 4 KPI cards: Briefs sent today, Staff receiving briefs, Next scheduled run, Failed in last 7 days Live module status pill (ACTIVE / PAUSED) so the admin knows the state without opening Settings Cron-stale warning banner when the last cron tick is > 28 hours old (alerts before silent delivery gaps) Test Mode banner across the page when redirection is active — no accidental production sends Recent deliveries preview table with deep links to the full log Onboarding panel for fresh installs — guides the admin to first brief in under 3 minutes Staff Brief email One personalized email per active staff member, every morning, in the configured delivery window Five sections, each rendered only if it has content: overdue tasks, tasks due today, open tickets, pending leads, today’s calendar events Every item is a deep link straight into the corresponding Perfex record — one click to act Responsive HTML tested in Gmail desktop and mobile, Outlook 2019/365, Apple Mail, Yahoo Mail Editable from Setup > Email Templates — rebrand the header, intro copy, footer text without touching PHP Manager Brief email Sent separately to staff selected in Settings — the right people get the executive view Four KPI cards: overdue invoices (multi-currency breakdown), total open tickets by priority, new leads in last 24h, total overdue tasks company-wide Same delivery window as the Staff Brief but a distinct template so managers can style it differently Delivery Logs Server-side DataTable with every brief sent, skipped, or failed — full audit trail Filters: date range, status (sent / failed / skipped), brief type (staff / manager), staff member Per-row detail modal: recipient email, full subject, sections count, items total, generation time in milliseconds, and the exact error_message on failures (no more “Test failed” without context) One-click “Purge logs older than 90 days” for data hygiene Scales to thousands of staff × 365 days without slowing the page (server-side pagination, indexed by date) Staff Preferences Server-side DataTable listing every active staff member with a per-row enable / disable toggle Bulk Enable / Disable all with confirmation Last delivery timestamp per staff so the admin sees who actually received their brief AJAX-saved — no full page reload to flip a toggle Settings Master switch (Enable DailyBrief) Delivery time picker: any hour from 05:00 to 12:00 Weekdays-only toggle: skip Saturday and Sunday automatically Manager Brief recipients multiselect (bootstrap-select with overlay dropdown — works on every viewport) Test Mode toggle + Test recipient email + Send test brief now button Sticky save bar with dirty-form detection — never lose unsaved changes Security & reliability CSRF-protected AJAX on every action (native CodeIgniter token, no double-validation hacks) html_escape() on every dynamic value rendered in views and email partials CodeIgniter Query Builder only — zero raw SQL with interpolated variables 2-tier permissions: view (dashboard + logs) and manage (settings, preferences, send test) Idempotent installer (safe to re-activate), clean uninstaller (drops only the 2 module tables and the 2 email templates — your Perfex data stays intact) No external API calls, no telemetry, no third-party JS bundled (only what Perfex already loads) Internationalization English + Spanish language packs (168 strings each, strict parity) Every UI string runs through Perfex’s _l() helper — ready for community translation Full UTF-8 with em-dash defensive repair at read time — zero mojibake even on legacy latin1 databases How it scales DailyBrief’s runner processes recipients sequentially with a 200 ms inter-send sleep, preventing SMTP throttling on shared hosting. A failed send for one staff member never aborts the batch — the runner logs the error and continues. Even a 200-staff install completes a full delivery pass in under one cron tick.  

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(Only For WHMCS Category Products !)

• We Only provide WHMCS Module, how you can  nulled any module step only !
• Instant access to all plugins and all themes 
• Unlimited domain usage
• Regular Updates as of when available. Usually, updates are released daily.
• Before purchasing, please read the Terms and Conditions & Refund Policy.
• If you have any questions, please first read the FAQs.
• If you haven’t found the answer to your question, please contact us, and we will respond ASAP.
• Please note that any digital products on the website do not contain malicious code, viruses, or advertising. We buy the original files from the developers. We do not sell any products downloaded from other sites.