Configuration
After activating All-in-One Support, you can configure the support contact details that are displayed to both your customers and your internal staff. The module provides separate settings for the frontend (client-facing) and backend (staff-facing) views.
Accessing Configurationโ
- Log in to your Perfex CRM as an administrator.
- Navigate to AIO Support Contact in the admin menu.
- You will see the configuration interface with buttons to switch between Frontend and Backend settings.
Frontend Configurationโ
The frontend settings control what your customers see in the client portal. Use the Frontend button at the top of the configuration page to access these settings.
Here you can configure the following contact details for customers:
| Field | Description |
|---|---|
| Email Address | A support email address customers can use to reach you |
| Phone Number | A phone number for direct support contact |
| Social Media Links | Links to your social media profiles (Facebook, Twitter, etc.) |
| Additional Contact Methods | Any other contact channels you want to make available |
Backend Configurationโ
The backend settings control what your admin and staff users see inside the CRM. Use the Backend button at the top of the configuration page to access these settings.
The backend configuration supports the same contact fields as the frontend, but allows you to provide different details tailored to internal staff needs (e.g., an internal support email or an escalation phone number).
Showing and Hiding Contact Methodsโ
The module uses a simple approach to control which contact methods are displayed:
To remove a service from the support widget, simply leave its input field empty in the settings. Only fields with values will be displayed in the support widget.
This means you have full control over which contact options appear:
- Fill in a field โ The contact method will be shown in the widget
- Leave a field empty โ The contact method will be hidden from the widget
Best Practicesโ
- Keep it simple โ Display only the most relevant contact methods to avoid overwhelming users
- Use different details for frontend and backend โ Customers and staff may need different support channels
- Test both views โ After configuring, check the frontend (as a customer) and backend (as staff) to verify the widget displays correctly
- Update regularly โ If your contact information changes, remember to update the settings promptly
Changes to the configuration take effect immediately. There is no need to restart or clear any cache.
Supportโ
If you need help configuring the support widget, please visit the Themesic Support Portal to open a support ticket.