Perfex CRM Chat

Description

Perfex CRM Chat Module Elevate Real-Time Collaboration Client Engagement Note This module is an add-on for Perfex CRM and requires at least version 3 0 0 Perfex CRM Chat is built using PHP JavaScript and jQuery and leverages the Pusher API for real-time communication Unlike traditional chat systems it uses WebSockets for a faster more efficient experience eliminating server slowdowns Key Features Comprehensive Chat Views Full browser view toggled view and staff-specific permissions Rich Messaging Details Message status indicators like Seen Delivered Sent at and Seen at Client Support Dedicated chat support in the clients area with user mentions State Indicators Online Offline Away and Busy statuses Notification System Live desktop push notifications and alerts for new and unread messages Enhanced Interactivity Quick mentions for Projects Invoices etc and message forwarding capabilities Specifically designed for Perfex CRM users this module offers a seamless way to interact with staff colleagues and clients Create group chats engage directly with clients and even transform client conversations into support tickets The user-friendly interface is packed with features for an enriched user experience from group controls to live search functionalities With Perfex CRM Chat you re not just enhancing communication you re building trust fostering staff loyalty and taking client interactions to the next level 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 test com – Username staff1 test com – Username staff2 test com – Password 123123 Clients – Username client test com – Username client1 test com — Password 123123 Quick Intro Chat full browser view Chat toggled View Chat staff permissions Chat Access Message Seen Delivered Seen at Sent at Clients area chat support User mentions Chat statuses Online Offline Away Busy Live desktop push notifications Quick Mentions Projects Invoices etc Staff filters Message forwarding Delete and Copy message Associate with Task Audio messages on Staff and Clients side Group chats Group members control Group rename Group shared items files and photos Global announcements to Staff and Clients HTML5 Live browser push notifications 100 emojis Videos and mp3 live click preview lightbox Files Images upload Shared files history Shared photos history Live search members Live search mutual messages Date sent timestamps New message notifications Unread message notifications Export conversation Delete conversation Convert conversation to support ticket Multiple UI themes can be applied separately for each user Toggled chat gradient and solid colors support can be applied separately for each user Current online members indicator staff and clients Option to show only users with chat permission in chat view Enable disable clients area chat support Permissions Allow staff to create groups Permissions Allow staff to delete messages Permissions Allow staff to convert conversation to support tickets Purge conversation history Forward messages Fully mobile responsive All code and items are completely wrapped and ready that provides the client fast install upgrade 60 seconds and start chatting Smooth UI design and speed for better UX Chat full view Dark Theme Chat full view Light Theme Clients area chat support Option to disable Share links use 100 emojis upload files Create Chat Announcements and Chat Groups Shared photos and files History Live preview Convert messages to ticket Super simple and fast ticket conversion Connect with your clients Draggable Toggleable chat with state remembered Live search messages history Permissions Admin and Clients multiple Options Small toggled Chat window Chat with multiple members at once Current available languages English German Dutch French Italian Ukrainian Spanish Turkish Portuguese Brazil Anyone can contribute for languages if wants just contact us via Envato support or at support idevalex com This fully responsive chat module works well with any device any browser No coding needed Just 1-3 minutes to install 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 updated 10 11 2022 Fixed Small minor fix in header statuses that breaks admin area in some servers because of various PHP versions and setup Change log Version 1 4 9 updated 08 11 2022 Fixed Issues with PHP version on some users admin area bug Change log Version 1 4 8 updated 03 11 2022 Updated Turkish language fully translated Added Support for PHP 8 Compatibility Updates and improvements to be compatible with Perfex CRM lastest version Improved When group is renamed all users get notified both small and full chat Improved When user is added or removed from group gets notified both small and full chat Bug fix Perfex installation on subfolder recording audio fix Bug fix Notification fixes for live notification bug Bug fix Clients search minor fix was not working good before Bug fix When you recieve message focus goes on the chat in small toggled view This is now fixed you will get only notification and chat will show but no focus on the chat will trigger Bug fix On toggled chat when image or file is deleted was not removed from the view Change log Version 1 4 7 updated 17 07 2021 Added Turkish Language Added Italian Language Added Groups can now be created with spaces eg Staff Meetings Added Option to rename groups live sync on both sides Added Possibility to add new lines in chat message box by pressing 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 effect Auto open chat on new message removed Improved Toggled small chat auto focus on new message removed Changed Notification sound when new message arrives Fixed Issue when forwarding image the image is not forwarded Fixed Message for groups not shown on live desktop notifications Fixed Staff members sidebar auto scroll minor issue when switching between members Change log Version 1 4 6 updated 20 05 2021 Added New Language Ukrainian 100 Translated Fixed Scroll up to load more clients side Seen at date was not shown Fixed Inactive profile for customers was shown in chat view if customer was inactive Fixed Audio and message width on mobile is too long in clients tab Improved Live Global CRM Desktop notification Staff to Staff Clients to Staff and vice versa Not required chat to be active windows Changed Chat Live Desktop notifications feature Change log Version 1 4 5 updated 02 03 2021 New Added Dutch language New Messages Seen Delivered on staff and clients side and small toggled chat also added with sound notification for seen New Added audio messages for staff and clients and vice versa New Added for QuickMentions in Create Events button next to search bar New Shortcut Ctrl Shift Q to quick open Quick Mentions New Added new option Filter by All Online Offline and Unread New Added new option to associate staff client Project with task New Added new Copy message New Added new Forward message New Added new option Clients Announcements New Added new option to staff to delete client mesages needs permissions Improved Shared files icon changed with more appropriate icon Improved Exporting messages history escaped links and quickmentions and improved readibility Updated Pusher JS library to latest version Updated Chat new message sound notification Updated When message Convert to Ticket is initiated now message is automatically selected Fixed When conversation is deleted audio files between user are also removed Fixed Issue when someone is typing and other side receives message scroll is bouncing Fixed Minor bug when new audio or file is uploaded html was shown in desktop notifications Fixed Bug with groups tab when switching tabs and someone is typing Fixed Clients was not able to send multiline messages now possible Fixed Bug where sometimes staff can see client in list if it is not customer admin for the same staff Fixed Convert conversation to ticket multiline message minor bug Fixed Audio if no microphone is found or plugged in on the device the user will get notified and the audio preview window will be automatically closed Fixed Bug with clients customer admin permissions Fixed Last seen datetime minor bug Fixed Before deleting conversation and exporting is confirmed sometimes messages were not exported Fixed Alignment of profile picture and chat status icon for non-staff users in header bar Removed is_deleted column from database now deleted messages will not be shown because there is no need to slow the chat while loading Removed Tooltipser addon javascript files and css replaced with new functionality Various Code improvements dependencies version updates and Minor CSS JS Fixes Change log Version 1 4 3 updated 11 06 2020 Added New language Turkish Added New language Spanish Improved Audio component will be loaded and visible only over HTTPS Fixed Issue with subdomains bug on audio messages file not always loaded Fixed Audio message sidebar text is shown when there is no audio message jQuery bug Change log Version 1 4 2 updated 06 04 2020 New Audio Messages From version 1 4 2 staff will be able to share audio messages with coworkers files are extra small and file type used is ogg Updated Moves status change icon next to profile icon Updated RTL CSS minor CSS fixes Updated On Firefox browser on mobile pusher notification will have now full support Fixed Minor bug fixes on clients side Fixed Mentions support on mobile devices Fixed Notification issue support on mobile devices Fixed Delete message issue on mobile devices Fixed Message text indentation when copy paste lined n text Change log Version 1 4 1 updated 13 04 2020 New Added new feature user mentions in chat groups New Added new feature chat statuses Online Away Busy Offline New Fully refactored mobile look New Clients mobile chat support staff mobile chat support Updated Live notifications sound notification will depend on user chat status Improved When over 4 chats are active in toggled chat arrow is shown to navigate between multiple chat windows Fixed Groups notifications Fixes Various minor bug fixes Change log Version 1 4 0 updated 08 02 2020 New User Chat module Permissions Grant Access staff permissions to access chat by default no permissions are granted New Admins can choose if in chat view will be shown only staff members with chat permissions or all staff members New Added option to convert chat conversation to support ticket Only 48 past hours messages can be converted New From clients area Clients on hover over staff will be able to see the staff position title New Added when viewing the chat screen as a staff member now clients have included title positions New Added when viewing the chat screen as a staff member now staff have included title positions New Added option to export chat conversations CSV New Added option to delete chat conversation option to export to CSV before deletion available only for Admins New User roles will be shown in chat admin and clients area New Online Contacts are shown in sidebar menu New New messages notifications shown in sidebar menu with ability to click and redirect to clients Feature When new ticket is created live notifications are send to corresponding Departments and its members Improved Staff members and clients fetching and rendering speed Improved Improved notifications received and sent Improved Chat messages search ability Improved Improved date time last message received or sent Improved Added new visual date time middle stamps indicators in Staff Clients and Groups Improved UI UX Fixed Issue with client unread messages Fixed Languages missing labels Misc Minor code fixes JS CSS Change log Version 1 3 7 updated 13 11 2019 Added Load more customers button with condition 20 or more customers this option is users who have lots of clients and contacts Added Live Ajax search for clients Added Live Ajax messages search for staff and clients Added Option to toggle online contacts Updated Clients and staff new and unread notifications functionality updated and improved Improved Some images was not rendering preview correctly Fixed Issue with groups list and scroll on mobile General Minor CSS JS fixes and improvements Change log Version 1 3 6 updated 24 10 2019 Minor bug fixes applied Change log Version 1 3 5 updated 23 10 2019 New Feature Clients chat now admins and staff will be able to interact with clients and backwards added option to enable disable clients feature Improved French language updated General Bug fixes and module improvements New Added CSS and JavaScript versioning Change log Version 1 3 3 updated 09 09 2019 Added new option Admins can allow disallow staff members to create groups Added new option Sound notifications in full browser chat with option to enable disable for each staff member Improved Unread messages and notifications Improvements CSS UI UX Design JavaScript Some code refactored for better performance and speed Change log Version 1 3 2 updated 04 09 2019 Added new language German Fixed Gear icon fixed upon chat is in toggled circle view Fixed During update database migration gap if no database updates now working properly Change log Version 1 3 1 updated 01 09 2019 Added new feature Toggled small chat now can have gradient backgrounds applied Added new language French Removed Group name validation everyone should be able to create group with group name per their needs Improvements UI UX Changes Change log Version 1 3 0 Major Update updated 27 08 2019 Added new feature GROUP CHAT Admins have full privileges over all groups Added new feature Group chat Shared history files Added new feature Group chat Messages history Added new feature Group chat messages notification pointer Added new feature Members can rejoin groups and all messages will be shown again if group is deleted all data shared items is deleted for all group members Added new language chat language Brazilian Portuguese Added new feature Desktop messages group messages notifications option to enable disable this feature option is disabled by default Changed CSS Improvements Improved Compatibility with Perfex Light Theme and Perfex Dark Theme Improved Requests speed loading speed Fixed Main toggle chat was not showing in project – milestones grid view Change log Version 1 2 6 updated 23 07 2019 New Announcements feature now admins can send announcements message to all staff or selected staff members New Online members now show in sidebar menu when using the full browser chat window Improved Messages loader now synchronized with messages Fix RTL on mobile devices improved Change log Version 1 2 5 updated 11 07 2019 New Toggle chat to small chat circle for better buttons overview and user experience Fixed Minor fix with SQL limit and offset when loading messages now fixed and also improved loading speed Change log Version 1 2 4 updated 07 07 2019 New RTL Support New RTL Support also available with Perfex CRM Admin Light Theme Change log Version 1 2 3 updated 03 07 2019 Minor fixes Improved Upload file validation UX Small css fixes Change log Version 1 2 2 updated 01 07 2019 Added New feature direct live preview for for YouTube Vimeo and all types of videos links mp3 files pdf etc in main chat window Added When user come online notification also is shown in contacts sidebar Changed Small chat scrollbar styling Changed Small theme appearance and improved styling for better UX Fixed Added uploading indicator when uploading files Adjusted Chat settings permissions for employee members Improved Replaced light box Change log Version 1 2 1 updated 16 06 2019 Added new feature Shared files photos history New shortcut Ctrl Alt F Toggle shared files side bar Added new theme Dark Chat Theme Every user will be able to choose default chat theme Changed Now small chat wont be shown on mobile because full browser chat now is mobile responsive Changed Inactive staff members won t be shown in chat unless activated again Improved Chat mobile height now show properly also added more media queries for better UX Fixed Unread messages bug when typing with online active contact Fixed Issue with messages popup in sidebar with online active contacts Change log Version 1 2 0 Added new feature Browser full chat view Added new feature Mobile browser responsive chat Added event feature Internet connection tracking Added new feature From small chat click navigate to member in full browser chat Added new feature Connection online offline tracking Changes UI Changes and code refactor in window small chat view Improved Message history increased loading speed 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 faster loading chat and messages Added new feature Draggable main chat window Added new feature Opened chats positions will be remembered upon browser refresh Added new feature Option to delete own messages Admins have full permissions Added new feature After main chat window is dragged position is remembered after browser reload Added new feature Remembers if main chat window minimized or not after browser reload Refactored Removed Enable Pusher Chat from Pusher com tab in Settings Now option is located in Setting- Chat Settings tab Added new option to enable disable staff permissions to delete own messages Changed UI Chat styling Fixed First message sometimes appears twice Fixed Friend link was appearing light when chat color is set to brighter light color Fixed Word break not showing correctly Change log Version 1 1 2 Small fix typo in code Change log Version 1 1 1 Refactored chat settings table Added new feature Lightbox picture preview Fixed emojis not loading properly Fixed various CSS issues with Perfex CRM Fixed message history scrolling and improved loading speed Change log Version 1 1 0 Added new feature emojis Improved chat loading performance speed Fixed links not showing properly