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If You Don't Have Account You Can Create Here:: Pusher Configured in Perfex CRM

Perfex CRM Chat allows staff and clients to communicate in real-time through a simple chat interface. It can be installed on Perfex CRM versions 2.3.2 or later by uploading the module files or adding them to the modules directory. Pusher must also be configured for notifications. The chat window appears at the bottom right, and colors can be customized with a linear gradient. Staff can delete their own messages and desktop notifications are configurable.

Uploaded by

ZABEL IQBAL
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© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
629 views

If You Don't Have Account You Can Create Here:: Pusher Configured in Perfex CRM

Perfex CRM Chat allows staff and clients to communicate in real-time through a simple chat interface. It can be installed on Perfex CRM versions 2.3.2 or later by uploading the module files or adding them to the modules directory. Pusher must also be configured for notifications. The chat window appears at the bottom right, and colors can be customized with a linear gradient. Staff can delete their own messages and desktop notifications are configurable.

Uploaded by

ZABEL IQBAL
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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Introduction

Perfex CRM Chat is module for Perfex CRM, the chat can be used between the staff
members/administrators to and clients to send messages and upload files in real time with Pusher
(websockets).

With the chat simple interface, you will be able to send messages to your fellow colleagues in no time
and discuss additional project or work related stuff. Also from version 1.3.5 added the option to interact
with clients also share files and collaborate.

You can also change the chat color to fit for your requirements and make it more personal and check
immediately when a fellow colleague was seen/online directly on the chat interface with option for live
real time notifications also for messages and online status.

Requirements

• At least Perfex CRM version 2.3.2 - https://codecanyon.net/item/perfex-powerful-open-source-


crm/14013737/
• Pusher configured in Perfex CRM.

If you don't have account you can create here:


https://dashboard.pusher.com/accounts/sign_up

Installation
You can install Perfex CRM Employee chat in 2 different ways, find both methods below.

Installation Method 1

• Login as administrator in Perfex CRM and navigate to Setup->Modules.


• At the section upload module, from the downloaded .zip file from CodeCanyon select the
prchat.zip file and click Install.
• After the module is successfully uploaded/installed, you will need to activate it by clicking on
the activate link/button on the modules list table.
Installation Method 2

• In your Perfex CRM installation uploaded the contents of the prchat.zip in the /modules
directory.
• Login as administrator in Perfex CRM and navigate to Setup->Modules and activate it by
clicking on the activate button.

Setup
After successfully installation and activation, you will need to make sure first that your Pusher options
are configured properly as explained in the documentation here: https://help.perfexcrm.com/setup-
realtime-notifications-with-pusher-com/

When ensuring that your Pusher configuration is configured, navigate to Setup->Settings->Pusher and
enable Perfex CRM Employee chat by selecting the Enable Pusher Chat option to Yes.

The chat will be shown at the bottom right side.

NOTE:
Remember chat will not work if Pusher is not configured correctly or not setup at all.
Additional options

Setup->Settings->Chat Settings

1. Option to Enable / Disable chat module.

2. Option to allow staff to delete own messages.

3. Option to enable live Desktop notifications for messages in chat and group chat.

3. Option to Enable / Disable clients chat support.

Adding linear gradient colors


Generate your own linear gradient color: https://cssgradient.io/

Currently chat gradient colors accepts linear gradient colors and we think that it is best for UI / UX.

After you copy the color you need to enter it inside the input box in the small toggled chat.
window. Browser will reload and you will have a nice chat nice modern look.

NOTE: You need to copy like shown in picure eg: linear-gradient( #color1, #color2 );

; sign at the end is required otherwise your color will not be applied.
If you get stuck just click Reset Colors.
Upgrade
To upgrade Perfex CRM employee chat you can upload the newest downloaded prchat.zip file in
Setup->Modules or via FTP as explained in the second installation method.

After uploading the latest Perfex CRM employee chat version files, if database upgrade is required,
Perfex CRM will ask you to upgrade the database, click on upgrade database and you will be all
set.

Keep in mind that in most cases, you will need to clear your browser cache when new version is
released because of CSS/JS changes.
Possible issue when unzipping the file on Mac users.

You can do the following:

Download the https://theunarchiver.com/ and install on your PC then right click on the ORIGINAL file
downloaded from Envato and select the Unarchiver.

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