Custom JS plugin for RISE CRM

Introduction to Custom JS Plugin for RISE CRM

The Custom JS plugin is a powerful tool in RISE CRM that allows you to extend the functionality of the platform by adding custom JavaScript code. With this plugin, you can automate tasks, enhance user experience, and integrate RISE CRM with other applications. In this tutorial, we will guide you through the process of setting up and using the Custom JS plugin in RISE CRM.

Prerequisites

• RISE CRM account with administrator privileges
• Basic knowledge of JavaScript programming
• Familiarity with RISE CRM's interface and features

Setting Up the Custom JS Plugin

To set up the Custom JS plugin, follow these steps:

1. Log in to your RISE CRM account and navigate to the "Settings" tab.
2. Click on the "Plugins" subtab and then click on the "Custom JS" tab.
3. Click the "Install" button to install the plugin.
4. Once installed, click on the "Configure" button to configure the plugin.
5. In the configuration window, enter a name for your custom JavaScript code and select the scope (e.g., "User" or "Organization") for which the code should be executed.
6. Click "Save" to save the configuration.

Understanding the Custom JS Plugin Code

The Custom JS plugin code is written in JavaScript and is executed on the client-side (i.e., in the user's web browser). The code can access and manipulate the RISE CRM interface, as well as interact with other plugins and APIs.

Here is an example of a simple Custom JS plugin code:

// Get the current user's name
var username = rise.crm.getUser().getName();

// Get the current page's title
var pageTitle = rise.crm.getPage().getTitle();

// Log a message to the console
console.log("Hello, " + username + "! You are currently on the " + pageTitle + " page.");

In this example, the code uses the rise.crm object to access the current user's name and the current page's title. It then logs a message to the console using the console.log() function.

Using the Custom JS Plugin

To use the Custom JS plugin, follow these steps:

1. Open the RISE CRM interface and navigate to the page where you want to use the plugin.
2. Click on the "Settings" icon (represented by a gear) in the top-right corner of the page.
3. Click on the "Custom JS" tab.
4. In the Custom JS editor, enter your custom JavaScript code.
5. Click "Save" to save the code.
6. The code will be executed automatically when you navigate to the page.

Examples of Custom JS Plugin Usage

Here are some examples of how you can use the Custom JS plugin:

• Automating repetitive tasks: Use the Custom JS plugin to automate repetitive tasks, such as copying data from one field to another or sending notifications to users.
• Enhancing user experience: Use the Custom JS plugin to enhance the user experience by adding custom functionality, such as tooltips or popovers.
• Integrating with other applications: Use the Custom JS plugin to integrate RISE CRM with other applications, such as Google Maps or Facebook.

Troubleshooting the Custom JS Plugin

If you encounter any issues with the Custom JS plugin, follow these troubleshooting steps:

1. Check the browser console for errors: The Custom JS plugin code is executed in the browser, and any errors will be logged to the browser console. Check the console for errors and warnings.
2. Check the RISE CRM logs: RISE CRM logs can provide valuable information about the plugin's behavior and any errors that may have occurred. Check the logs to see if there are any errors or warnings related to the plugin.
3. Contact RISE CRM support: If you are unable to resolve the issue on your own, contact RISE CRM support for assistance.

Conclusion

The Custom JS plugin is a powerful tool in RISE CRM that allows you to extend the functionality of the platform. With this tutorial, you should now have a good understanding of how to set up and use the Custom JS plugin. Remember to always test your code carefully and troubleshoot any issues that may arise. With practice and patience, you can create custom JavaScript code that enhances the user experience and automates tasks in RISE CRM.