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Getting Started

Overviewโ€‹

The Custom JavaScript module for Perfex CRM lets you inject custom JavaScript code directly into your Perfex CRM installation โ€” without editing any core files. You can configure separate scripts for the Admin area and the Customer area, making it easy to add custom behavior, integrations, or tracking scripts to either interface.

Requirementsโ€‹

Before installing the module, ensure you have the following:

  • A working installation of Perfex CRM
  • Administrator access to the Perfex CRM backend
  • The downloaded module archive from Themesic

Installationโ€‹

Follow these steps to install the Custom JavaScript module:

  1. Extract the downloaded archive to a location on your computer.
  2. Inside the extracted folder, locate the file named upload.zip.
  3. Log in to your Perfex CRM Admin panel.
  4. Navigate to SETUP โ†’ Modules.
  5. Click the Upload Module button and select the upload.zip file.
  6. Press Install โ€” the module will now appear in your modules list.

Configurationโ€‹

Once the module is installed, follow these steps to configure it:

  1. In the Modules list, locate the Custom JavaScript module and press Activate.
  2. Navigate to Settings within the module.
  3. The module comes enabled by default after activation.
  4. Paste your custom JavaScript code into the appropriate textarea fields:
    • Admin Area โ€” JavaScript that loads in the backend admin panel.
    • Customer Area โ€” JavaScript that loads in the customer-facing portal.
  5. Press Save to apply your changes. The code will begin loading in the corresponding area immediately.
tip

You can use different scripts for the Admin and Customer areas, allowing you to tailor functionality for each audience independently.

Use Casesโ€‹

The Custom JavaScript module is versatile and can be used for a variety of purposes:

  • Third-party integrations โ€” inject chat widgets (e.g., Intercom, Drift, Tawk.to), feedback tools, or other third-party scripts.
  • Custom tracking โ€” add tracking pixels, heatmap scripts (e.g., Hotjar, Crazy Egg), or event tracking beyond Google Analytics.
  • UI customizations โ€” apply minor DOM manipulations, hide or show elements, or modify default behaviors without touching core files.
  • Notifications and alerts โ€” display custom banners, announcements, or alert messages to staff or customers.
  • Debugging โ€” temporarily inject diagnostic scripts to troubleshoot issues in a specific area.
info

No code, no impact โ€” if you leave a textarea field empty, the module will not inject any JavaScript for that area. This means it causes no conflicts and has zero performance impact when unused.

warning

Be cautious with the JavaScript you inject. Malformed or poorly written scripts can break page functionality. Always test your code thoroughly before deploying it in a production environment. If you encounter any issues, please contact support at https://themesic.com/support.