Perfex CRM Chat

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Perfex CRM Chat

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Perfex CRM Chat Module: Elevate Real-Time Collaboration & Client Engagement

Note: This module is an add-on for Perfex CRM and requires at the very least model 3.0.0. Perfex CRM Chat is constructed utilizing PHP, JavaScript, and jQuery and leverages the Pusher API for real-time communication. Unlike conventional chat methods, it makes use of WebSockets for a quicker, extra environment friendly expertise, eliminating server slowdowns.

Key Features:

• Comprehensive Chat Views: Full browser view, toggled view, and staff-specific permissions.
• Rich Messaging Details: Message standing indicators like Seen, Delivered, Sent at, and Seen at.
• Client Support: Dedicated chat assist within the purchasers’ space with consumer @mentions.
• State Indicators: Online, Offline, Away, and Busy statuses.
• Notification System: Live desktop push notifications and alerts for brand new and unread messages.
• Enhanced Interactivity: Quick mentions for Projects, Invoices, and so on., and message forwarding capabilities.

Specifically designed for Perfex CRM customers, this module affords a seamless solution to work together with employees colleagues and purchasers. Create group chats, have interaction immediately with purchasers, and even rework shopper conversations into assist tickets. The user-friendly interface is filled with options for an enriched consumer expertise, from group controls to stay search functionalities.

With Perfex CRM Chat, you’re not simply enhancing communication; you’re constructing belief, fostering employees loyalty, and taking shopper interactions to the subsequent degree.

Demo

DEMO

[ Staff / Admin ]
Admin and Staff login at https://perfex-chat-module.idevalex.com/admin

[ Clients ]
Clients login at https://perfex-chat-module.idevalex.com/authentication/login

Users:
- Username: admin@check.com
- Username: staff1@check.com
- Username: staff2@check.com
- Password: 123123

Clients:
- Username: shopper@check.com
- Username: client1@check.com
-- Password: 123123

Quick Intro

• Chat full browser view
• Chat toggled View
• Chat employees permissions ( Chat Access )
• Message Seen / Delivered / Seen at / Sent at
• Clients space chat assist
• User @mentions
• Chat statuses Online, Offline, Away, Busy
• Live desktop push notifications
• Quick Mentions (Projects, Invoices… and so on)
• Staff filters
• Message forwarding
• Delete and Copy message
• Associate with Task
• Audio messages on Staff and Clients facet
• Group chats
• Group members management
• Group rename
• Group shared gadgets, recordsdata and pictures
• Global bulletins to Staff and Clients
• HTML5 Live browser push notifications
• 100+ emojis
• Videos and mp3 stay click on preview (lightbox)
• Files / Images add
• Shared recordsdata historical past
• Shared pictures historical past
• Live search members
• Live search mutual messages
• Date despatched timestamps
• New message notifications
• Unread message notifications
• Export dialog
• Delete dialog
• Convert dialog to assist ticket
• Multiple UI themes (could be utilized individually for every consumer)
• Toggled chat gradient and stable colours assist (could be utilized individually for every consumer)
• Current on-line members indicator / employees and purchasers
• Option to indicate solely customers with chat permission in chat view
• Enable / disable purchasers space chat assist
• Permissions: Allow employees to create teams
• Permissions: Allow employees to delete messages
• Permissions: Allow employees to transform dialog to assist tickets
• Purge dialog historical past
• Forward messages
• Fully cellular responsive
• All code and gadgets are fully wrapped and prepared that gives the shopper quick set up / improve 60 seconds and begin chatting
• Smooth UI design and velocity for higher UX

Chat full view Dark Theme

Chat full view Light Theme

Clients space chat assist (Option to disable)

Share hyperlinks use +100 emojis, add recordsdata

Create Chat Announcements and Chat Groups

Shared pictures and recordsdata History

Live preview

Convert messages to ticket

Super easy and quick ticket conversion

Connect along with your purchasers

Draggable / Toggleable chat with state remembered

Live search messages historical past

Permissions, Admin and Clients a number of Options

Small toggled Chat window

Chat with a number of members without delay

Current out there languages

• English
• German
• Dutch
• French
• Italian
• Ukrainian
• Spanish
• Turkish
• Portuguese Brazil

Anyone can contribute for languages if desires, simply contact us by way of Envato assist or at support@idevalex.com

This absolutely responsive chat module works nicely with any gadget, any browser. No coding wanted! Just 1-3 minutes to put in.

Other modules by i-Dev

• Perfex Appointments Module

• Perfex Office Theme

• Perfex Light Theme

• Perfex Dark Theme

• Custom JS Module

Change log
[ IMPORTANT: AFTER UPDATE CLEAR YOUR BROWSER CACHE ]

Change log – Version 1.5.0 up to date 10.11.2022

• Fixed: Small minor repair in header statuses that breaks admin space in some servers due to numerous PHP variations and setup.

Change log – Version 1.4.9 up to date 08.11.2022

• Fixed: Issues with PHP model on some customers, admin space bug.

Change log – Version 1.4.8 up to date 03.11.2022

Change log – Version 1.4.7 up to date 17.07.2021

• Added: Turkish Language
• Added: Italian Language
• Added: Groups can now be created with areas eg. Staff Meetings
• Added: Option to rename teams stay sync on each side
• Added: Possibility so as to add new strains in chat message field by urgent Shift + Enter
• Added: Option to delete conversations older than 3 months for Staff
• Added: Option to delete conversations older than 3 months for Clients
• Added: Option to delete conversations older than 3 months for Groups
• Added: Option to purge all conversations and uploads from the chat module
• Improved: New message indication added blink impact (Auto open chat on new message eliminated)
• Improved: Toggled small chat auto concentrate on new message eliminated
• Changed: Notification sound when new message arrives
• Fixed: Issue when forwarding picture, the picture shouldn’t be forwarded.
• Fixed: Message for teams not proven on stay desktop notifications.
• Fixed: Staff members sidebar auto scroll minor challenge when switching between members.

Change log – Version 1.4.6 up to date 20.05.2021

• Added: New Language Ukrainian (100% Translated)
• Fixed: Scroll as much as load extra purchasers facet Seen at date was not proven
• Fixed: Inactive profile for purchasers was proven in chat view if buyer was inactive
• Fixed: Audio and message width on cellular is simply too lengthy in purchasers tab
• Improved: Live Global CRM Desktop notification Staff to Staff / Clients to Staff and vice versa (Not required chat to be
  lively home windows)
• Changed: Chat Live Desktop notifications function

Change log – Version 1.4.5 up to date 02.03.2021

• New: Added Dutch language
• New: Messages Seen/Delivered on employees and purchasers facet and small toggled chat additionally added with sound notification for seen
• New: Added audio messages for employees and purchasers and vice versa
• New: Added for QuickMentions in Create Events button subsequent to go looking bar
• New: Shortcut Ctrl + Shift + Q to fast open Quick Mentions
• New: Added new possibility Filter by All, Online, Offline and Unread
• New: Added new choice to affiliate employees / shopper (Project) with activity
• New: Added new Copy message
• New: Added new Forward message
• New: Added new possibility Clients Announcements
• New: Added new choice to employees to delete shopper mesages (wants permissions)
• Improved: Shared recordsdata icon modified with extra acceptable icon
• Improved: Exporting messages historical past escaped hyperlinks and quickmentions and improved readibility
• Updated: Pusher JS library to newest model
• Updated: Chat new message sound notification
• Updated: When message Convert to Ticket is initiated now message is routinely chosen
• Fixed: When dialog is deleted audio recordsdata between consumer are additionally eliminated.
• Fixed: Issue when somebody is typing and different facet receives message scroll is bouncing
• Fixed: Minor bug when new audio or file is uploaded html was proven in desktop notifications
• Fixed: Bug with teams tab when switching tabs and somebody is typing
• Fixed: Clients was not capable of ship multiline messages, now potential
• Fixed: Bug the place generally employees can see shopper in listing if it isn’t buyer admin for a similar employees
• Fixed: Convert dialog to ticket multiline message minor bug
• Fixed: Audio if no microphone is discovered or plugged in on the gadget the consumer will get notified and the audio preview window will probably be routinely closed
• Fixed: Bug with purchasers – buyer admin permissions
• Fixed: Last seen datetime minor bug
• Fixed: Before deleting dialog and exporting is confirmed generally messages weren’t exported
• Fixed: Alignment of profile image and chat standing icon for non-staff customers in header bar
• Removed: is_deleted column from database, now deleted messages is not going to be proven as a result of there isn’t a have to gradual the chat whereas loading.
• Removed: Tooltipser addon javascript recordsdata and css / changed with new performance
• Various: Code enhancements, dependencies model updates and Minor CSS/JS Fixes

Change log – Version 1.4.3 up to date 11.06.2020

• Added: New language Turkish.
• Added: New language Spanish.
• Improved: Audio part will probably be loaded and visual solely over HTTPS.
• Fixed: Issue with subdomains bug on audio messages file not all the time loaded.
• Fixed: Audio message sidebar textual content is proven when there isn’t a audio message (jQuery bug).

Change log – Version 1.4.2 up to date 06.04.2020

• New: Audio Messages. From model 1.4.2 employees will be capable to share audio messages with coworkers, recordsdata are additional small and file sort used is .ogg
• Updated: Moves standing change icon subsequent to profile icon.
• Updated: RTL CSS minor CSS fixes.
• Updated: On Firefox browser on cellular pusher notification may have now full assist.
• Fixed: Minor bug fixes on purchasers facet.
• Fixed: @Mentions assist on cellular gadgets.
• Fixed: Notification challenge assist on cellular gadgets.
• Fixed: Delete message challenge on cellular gadgets.
• Fixed: Message textual content indentation when copy paste lined n textual content.

Change log – Version 1.4.1 up to date 13.04.2020

• New: Added new function consumer @mentions in discussion groups,.
• New: Added new function chat statuses, Online, Away, Busy, Offline
• New: Fully refactored cellular look.
• New: Clients cellular chat assist, employees cellular chat assist.
• Updated: Live notifications, sound notification will rely on consumer chat standing.
• Improved: When over 4 chats are lively in toggled chat, arrow is proven to navigate between a number of chat home windows.
• Fixed: Groups notifications.
• Fixes: Various minor bug fixes.

Change log – Version 1.4.0 up to date 08.02.2020

• New: User Chat module Permissions (Grant Access), employees permissions to entry chat by default no permissions are granted
• New: Admins can select if in chat view will probably be proven solely employees members with chat permissions or all employees members
• New: Added choice to convert chat dialog to assist ticket.(Only 48 previous hours messages could be transformed)
• New: From purchasers space Clients on hover over employees will be capable to see the employees place title.
• New: Added when viewing the chat display screen as a employees member now purchasers have included title positions.
• New: Added when viewing the chat display screen as a employees member now employees have included title positions.
• New: Added choice to export chat conversations (CSV)
• New: Added choice to delete chat dialog (choice to export to CSV earlier than deletion , out there just for Admins)
• New: User roles will probably be proven in chat admin and purchasers space
• New: Online Contacts are proven in sidebar menu
• New: New messages notifications proven in sidebar menu with potential to click on and redirect to purchasers
• Feature: When new ticket is created stay notifications are ship to corresponding Departments and its members
• Improved: Staff members and purchasers fetching and rendering velocity.
• Improved: Improved notifications obtained and despatched.
• Improved: Chat messages search potential.
• Improved: Improved date / time final message obtained or despatched.
• Improved: Added new visible date / time center stamps indicators in Staff, Clients and Groups
• Improved: UI, UX
• Fixed: Issue with shopper unread messages.
• Fixed: Languages lacking labels.
• Misc: Minor code fixes JS/CSS.

Change log – Version 1.3.7 up to date 13.11.2019

• Added: Load extra prospects button with situation 20 or extra prospects. (this selection is customers who’ve numerous purchasers and contacts)
• Added: Live Ajax seek for purchasers.
• Added: Live Ajax messages seek for employees and purchasers.
• Added: Option to toggle on-line contacts.
• Updated: Clients and employees new and unread notifications performance up to date and improved.
• Improved: Some photos was not rendering(preview) accurately.
• Fixed: Issue with teams listing and scroll on cellular.
• General: Minor CSS / JS fixes and enhancements.

Change log – Version 1.3.6 up to date 24.10.2019

• Minor bug fixes utilized.

Change log – Version 1.3.5 up to date 23.10.2019

• New Feature: Clients chat, now admins and employees will be capable to work together with purchasers and backwards, added choice to allow / disable purchasers function.
• Improved: French language up to date.
• General: Bug fixes and module enhancements.
• New: Added CSS and JavaScript versioning.

Change log – Version 1.3.3 up to date 09.09.2019

• Added new possibility: Admins can permit / disallow employees members to create teams
• Added new possibility: Sound notifications in full browser chat with choice to allow / disable for every employees member
• Improved: Unread messages and notifications
• Improvements (CSS UI & UX Design / JavaScript / Some code refactored for higher efficiency and velocity)

Change log – Version 1.3.2 up to date 04.09.2019

• Added new language: German
• Fixed:Gear icon mounted upon chat is in toggled circle view
• Fixed:During replace database migration hole if no database updates, now working correctly

Change log – Version 1.3.1 up to date 01.09.2019

• Added new function: Toggled small chat now can have gradient backgrounds utilized.
• Added new language: French
• Removed: Group identify validation, everybody ought to be capable to create group with group identify per their wants.
• Improvements: UI, UX Changes

Change log – Version 1.3.0 Major Update up to date 27.08.2019

• Added new function: GROUP CHAT (Admins have full privileges over all teams)
• Added new function: Group chat Shared historical past recordsdata
• Added new function: Group chat Messages historical past
• Added new function: Group chat messages notification pointer
• Added new function: Members can rejoin teams and all messages will probably be proven once more, if group is deleted all information + shared gadgets is deleted for all group members
• Added new language chat language: Brazilian Portuguese
• Added new function: Desktop messages / group messages notifications, choice to allow / disable this function, possibility is disabled by default
• Changed: CSS Improvements
• Improved: Compatibility with Perfex Light Theme and Perfex Dark Theme
• Improved: Requests velocity, loading velocity
• Fixed: Main toggle chat was not displaying in mission -> milestones grid view

Change log – Version 1.2.6 up to date 23.07.2019

• New: Announcements function, now admins can ship bulletins message to all employees or chosen employees members.
• New: Online members now present in sidebar menu when utilizing the total browser chat window
• Improved: Messages loader now synchronized with messages
• Fix: RTL on cellular gadgets improved

Change log – Version 1.2.5 up to date 11.07.2019

• New: Toggle chat to small chat circle for higher buttons overview and consumer expertise.
• Fixed: Minor repair with SQL restrict and offset, when loading messages, now mounted and in addition improved loading velocity.

Change log – Version 1.2.4 up to date 07.07.2019

• New: RTL Support
• New: RTL Support additionally out there with Perfex CRM Admin Light Theme

Change log – Version 1.2.3 up to date 03.07.2019

• Minor fixes
• Improved: Upload file validation
• UX: Small css fixes

Change log – Version 1.2.2 up to date 01.07.2019

• Added: New function direct stay preview for for YouTube, Vimeo and all kinds of movies, hyperlinks, mp3, recordsdata, pdf..and so on in fundamental chat window.
• Added: When consumer come on-line notification is also proven in contacts sidebar.
• Changed: Small chat scrollbar styling.
• Changed: Small theme look and improved styling for higher UX.
• Fixed: Added importing indicator when importing recordsdata.
• Adjusted: Chat settings permissions for worker members.
• Improved: Replaced gentle field .

Change log – Version 1.2.1 up to date 16.06.2019

• Added new function: Shared recordsdata/pictures historical past.
• New shortcut: Ctrl + Alt + F > Toggle shared recordsdata facet bar
• Added new theme: Dark Chat Theme. Every consumer will be capable to select default chat theme.
• Changed: Now small chat wont be proven on cellular as a result of full browser chat now could be cellular responsive
• Changed: Inactive employees members gained’t be proven in chat except activated once more.
• Improved: Chat cellular peak now present correctly, additionally added extra media queries for higher UX
• Fixed: Unread messages bug when typing with on-line lively contact.
• Fixed: Issue with messages popup in sidebar with on-line lively contacts.

Change log – Version 1.2.0

• Added new function: Browser full chat view
• Added new function: Mobile browser responsive chat
• Added occasion function: Internet connection monitoring
• Added new function: From small chat click on navigate to member in full browser chat
• Added new function: Connection on-line/offline monitoring
• Changes: UI Changes and code refactor in window small chat view.
• Improved: Message historical past elevated loading velocity by 50%.
• UI: Browser full view chat added keyboard shortcuts: Ctrl+Alt+Z -> Scroll Down, Ctrl+Alt+S -> Search Contacts
• Fixed: Delete message button

Change log – Version 1.1.3

• Improved: Speed 50% quicker loading chat and messages.
• Added new function: Draggable fundamental chat window.
• Added new function: Opened chats positions will probably be remembered upon browser refresh.
• Added new function: Option to delete personal messages (Admins have full permissions).
• Added new function: After fundamental chat window is dragged, place is remembered after browser reload.
• Added new function: Remembers if fundamental chat window minimized or not after browser reload.
• Refactored: Removed Enable Pusher Chat from Pusher.com tab in Settings. Now possibility is situated in Setting->Chat Settings tab. Added new choice to allow/disable employees permissions to delete personal messages.
• Changed UI: Chat styling.
• Fixed: First message generally seems twice.
• Fixed: Friend hyperlink was showing gentle when chat shade is ready to brighter gentle shade.
• Fixed: Word break not displaying accurately.

Change log – Version 1.1.2

• Small repair, typo in code.

Change log – Version 1.1.1

• Refactored chat settings desk.
• Added new function Lightbox image preview.
• Fixed emojis not loading correctly.
• Fixed numerous CSS points with Perfex CRM.
• Fixed message historical past scrolling and improved loading velocity.

Change log – Version 1.1.0

• Added new function emojis.
• Improved chat loading efficiency/velocity.
• Fixed hyperlinks not displaying correctly.

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