PWA Installation

Installation Guide for the PWA Module in Perfex CRM

Follow these steps to install the PWA (Progressive Web Application) module in your Perfex CRM. Ensure that your environment meets all the requirements outlined in the Requirements section before proceeding.

Step 1: Download the PWA Module

1. Purchase: If you haven't already purchased the PWA module, visit the Perfex - Powerful Open Source CRM page on CodeCanyon and complete the purchase.
2. Download: After purchasing, download the module ZIP file from your Envato account.

Step 2: Install and Activate PWA Module

Mehtod 1:

Install the Module via Perfex CRM Admin

1. Log into Perfex CRM: Open your web browser and log into the admin area of your Perfex CRM.
2. Navigate to Modules:
   • Go to Setup in the left sidebar.
   • Click on Modules.
3. Upload Module
   • Press Choose File from the Upload Module input box.
   • Locate and select pwa-module-for-perfex-crm-1.0.0.zip in the downloaded and extracted zip file from CodeCanyon.
   • Press Install button.
4. Find the PWA Module: In the list of available modules, locate the PWA module.
5. Activate the Module:
   • Click the Activate button next to the PWA module to install and enable it.

Method 2:

Install Using FTP

1. Unzip the File: Extract the contents of the downloaded ZIP file to your local machine.
2. Locate the Module Folder: Inside the extracted folder, locate the PWA module folder (usually named pwa or similar).
3. Access Your Server: Use an FTP client (like FileZilla) or your hosting control panel to access your server.
4. Navigate to the Modules Directory: Go to the modules folder within your Perfex CRM installation directory.
5. Upload the PWA Module: Upload the entire PWA module folder that you located in Step 2 to the modules directory.
6. Navigate to Modules:
   • Go to Setup in the left sidebar.
   • Click on Modules.
7. Find the PWA Module: In the list of available modules, locate the PWA module.
8. Activate the Module:
   • Click the Activate button next to the PWA module to install and enable it.

Step 3: Configure the PWA Module

1. Access the PWA Settings: After activation, you can access the PWA settings from the modules section.
2. Adjust Settings: Configure the various settings according to your needs, including installation prompts, offline capabilities, and UI enhancements.
3. Save Changes: Make sure to save any changes you make in the settings.

Step 4: Test the Installation

Check PWA Functionality: Open your web app in a browser to ensure that the PWA features are working correctly.

Conclusion

Congratulations! You have successfully installed the PWA module in your Perfex CRM. Explore the various features and configurations available to enhance your web app experience. If you encounter any issues during installation, please reach out to our support team for assistance.