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Module Settings

Only administrators can access the Account Planning settings. Go to Account Planning โ†’ Settings (gear icon) to configure the module.

Industry Optionsโ€‹

What it does: Defines the list of industries you can assign to account plans (if your setup uses industry fields).

How to set:

  • Enter one industry per line, or separate with commas.
  • Example: 
    Technology
    Healthcare
    Finance
    Retail

Client Portalโ€‹

Enable client portal view for account plans

  • On โ€“ Clients can see their account plans in the client portal (read-only).
  • Off โ€“ Clients cannot see account plans.

When enabled, clients see an Account Planning menu item and can view plans linked to their account. They can also request updates.

Remindersโ€‹

Enable email reminders for planning tasksโ€‹

  • On โ€“ Staff assigned to plan tasks receive email reminders before the deadline.
  • Off โ€“ No reminders are sent.

Send reminders X days before task deadlineโ€‹

  • Enter a number (e.g., 3) to send reminders 3 days before the deadline.
  • Default: 3 days.

How it works: The system creates Perfex reminders for tasks with a Person In Charge (PIC). When the cron job runs, it sends emails according to those reminders.

Recurring Plan Periodsโ€‹

Auto-create next period for completed plansโ€‹

  • On โ€“ The cron job will automatically copy completed plans to the next period (month or quarter).
  • Off โ€“ No automatic copying.

Period typeโ€‹

  • Monthly โ€“ Copy on the 1st of each month.
  • Quarterly โ€“ Copy on the 1st of January, April, July, October.

How it works:

  • On the 1st of the month (or quarter), the cron checks for completed plans from the previous period.
  • For each such plan, it creates a copy for the new period.
  • It skips clients that already have a plan for the new period.

Plan Statusโ€‹

Default status for new plansโ€‹

  • Draft โ€“ New plans start as Draft.
  • In Progress โ€“ New plans start as In Progress.
  • Review โ€“ New plans start as Review.

Choose what makes sense for your workflow.

Cron Job Setupโ€‹

Reminders and recurring plans require the Perfex cron job to run regularly.

Steps:

  1. Go to Setup โ†’ Settings โ†’ Cron Job.
  2. Copy the cron URL or command shown.
  3. Add it to your server's crontab to run daily (or as needed).

Example (runs daily at 9:00 AM):

0 9 * * * wget -q -O- https://yoursite.com/cron/index/YOUR_CRON_KEY

Replace yoursite.com and YOUR_CRON_KEY with your actual values.

Webhooksโ€‹

What are webhooks?โ€‹

Webhooks notify external systems when account plans are created, updated, or deleted. You provide a URL, and the module sends a POST request with JSON data when those events occur.

Add webhook URLโ€‹

  1. Enter the full URL (e.g., https://webhook.site/your-id or your own endpoint).
  2. Click Add.
  3. The URL is saved. All plan create/update/delete events will be sent there.

Webhook optionsโ€‹

Disable SSL verification for webhooks

  • On โ€“ Skips SSL certificate verification (useful for testing with services like webhook.site).
  • Off โ€“ Normal SSL verification (recommended for production).

Next Stepsโ€‹