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Activation

After installing and activating the Flat Theme module, you need to set it as the default customers theme from the Perfex CRM admin panel.

Enable Flat Themeโ€‹

  1. Go to Setup โ†’ Settings โ†’ Customers.

  2. In the Default customers theme dropdown, select Flat and click Save.

    Default customers theme setting

    Select Flat from dropdown

  3. (Optional) If you use caching (CloudFlare, Redis, Varnish, etc.), clear the cache and hard refresh the page:

    • Windows / Linux: Ctrl + F5 or Ctrl + Shift + R
    • macOS: Cmd + Shift + R

    Clear cache

  4. Visit your client portal --- the Flat Theme is now active.

    Flat Theme active on portal

tip

If you do not see "Flat" in the dropdown, make sure the Flat Theme module has been uploaded and activated in Setup โ†’ Modules first. See the Getting Started guide for installation instructions.

Troubleshootingโ€‹

IssueSolution
"Flat" not in dropdownEnsure the module is uploaded and activated in Setup โ†’ Modules
Theme partially loadsClear all caches (server and browser) and perform a hard refresh
Old theme still showingCheck if a CDN or reverse proxy is serving cached content; purge the CDN cache
Styling looks brokenVerify that the module was uploaded correctly and all migrations ran successfully
warning

If you are using a CDN such as CloudFlare, make sure to purge the cache after activation. CDNs can serve stale CSS and JavaScript files, which may cause the old theme to persist.

Supportโ€‹

If you encounter any issues during activation or the theme does not display correctly, visit the Themesic Support Portal to open a support ticket.