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All-in-One Support for Perfex CRM

All-in-One Support is a configurable support contact module that provides support information to both frontend (customers) and backend (admin/staff) users. It adds a convenient support widget to your Perfex CRM installation, ensuring that both your clients and your internal team always have easy access to support contact details.

Key Featuresโ€‹

FeatureDescription
Frontend Support WidgetDisplay support contact information to your customers in the client portal
Backend Support WidgetProvide support details to admin and staff users in the CRM backend
Configurable Contact DetailsAdd email, phone, social media links, and other contact methods
Selective DisplayShow or hide individual contact methods by leaving fields empty
info

All-in-One Support is designed to be a simple, non-intrusive way to make support information always accessible. It does not replace your ticketing system โ€” it complements it by providing quick-access contact details.

Requirementsโ€‹

Before installing All-in-One Support, ensure your environment meets the following requirements:

  • Perfex CRM installed and running
  • Admin access to your Perfex CRM installation
  • PHP version as required by your Perfex CRM version

Installation & Activationโ€‹

Follow these steps to install and activate the module:

  1. Download the module files from your purchase's Downloads section.
  2. Extract the downloaded archive and locate the upload.zip file inside.
  3. Log in to your Perfex CRM as an administrator.
  4. Navigate to Setup โ†’ Modules in the admin sidebar.
  5. Click the Upload button and select the upload.zip file.
  6. Press Install to complete the module installation.
  7. Click Activate to enable the module.
Important

Do not rename or extract the upload.zip file before uploading โ€” Perfex CRM expects the original zip archive for module installation.

After Installationโ€‹

Once activated, a new AIO Support Contact menu item will appear in your admin area. From there, you can configure the support contact details shown to frontend and backend users separately. See the Configuration page for detailed setup instructions.

tip

Configure both the frontend and backend sections to ensure all users โ€” customers and staff alike โ€” can easily reach your support channels.

Supportโ€‹

If you encounter any issues during installation or have questions about the module, please visit the Themesic Support Portal to open a support ticket.