BannerCraft – Dynamic Banner Management & News Ticker Module for Perfex CRM
$39.00
41 sales
BannerCraft – Dynamic Banner Management & News Ticker Module for Perfex CRM
Rating: 5/5
Introduction:
Are you looking for a way to enhance the visual appeal and effectiveness of your Perfex CRM system? Look no further than BannerCraft – Dynamic Banner Management & News Ticker Module. This powerful tool allows you to effortlessly create, edit, and organize banners within your Perfex CRM dashboard, streamlining your workflow and maintaining consistency across your branding.
Key Features:
- Intuitive Banner Management: Effortlessly create, edit, and organize banners within your Perfex CRM dashboard.
- Dynamic Banner Display: Seamlessly target staff members with relevant announcements and updates, while simultaneously delivering tailored messages to clients.
- Responsive Design: Ensure your banners look stunning on any device with our module’s responsive design capabilities.
- Easy Integration: Integrate our dynamic banner management module into your existing Perfex CRM setup with simple installation steps.
- (NEW) News Ticker Feature: Enables administrators to create and display news tickers in both the Admin and Client Areas of the system.
Installation:
To install BannerCraft, simply follow these steps:
- Login to PERFEX CRM as an admin
- Goto Setup > Modules
- Select upload.zip
- Click "install" button to complete the installation.
- Done & Enjoy!
Questions/Support:
We have a dedicated support center for all of your support needs. It includes our Online documentation and Support Ticket system for any questions you have. We usually get back to you within 12-24 hours.
Change Log:
Latest Version 1.1.0
- New feature: Ability to set news ticker: administrators to create and display news tickers in both the Admin and Client Areas of the system.
- New feature: Add Ability set time of Banner Presentation: Set the Time of Banner Presentation (time between banner transitions) in seconds.
- General improvement: general performance improvement.
Latest Version: 1.0.2
- New feature: Ability to crop banner images: Users can now crop banner images to ensure they fit properly within the designated space.
- New feature: Action title and link feature: Added the ability to include an action title and link to banners, allowing users to add external links to banners.
- Improvement: Enhanced banner management: Improved user interface for managing banners, including new options for cropping and adding action links.
- Improvement: Optimized image rendering: Implemented optimizations to ensure banners display correctly across different devices and screen sizes.
Version 1.0.1
- Added: Dutch language support
- Added: Spanish language support
- Fixed: Resolved issues related to handling and displaying dates, ensuring accuracy and reliability in date-related functions
Version 1.0
- Initial version
Conclusion:
BannerCraft – Dynamic Banner Management & News Ticker Module is a powerful tool that allows you to effortlessly create, edit, and organize banners within your Perfex CRM dashboard. With its intuitive interface, responsive design, and easy integration, this module is a must-have for any Perfex CRM user.
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Introduction
Perfex CRM is a powerful customer relationship management platform that helps businesses manage their contacts, sales, marketing, and customer service efficiently. One of the ways to enhance the user experience and increase engagement is by incorporating a dynamic banner management and news ticker module. The BannerCraft module is designed to do just that. In this tutorial, we will guide you on how to use the BannerCraft module to create, manage, and display dynamic banners and news tickers in your Perfex CRM.
Tutorial: How to Use BannerCraft - Dynamic Banner Management & News Ticker Module for Perfex CRM
Step 1: Installation
Before we begin, ensure that the BannerCraft module is installed and activated in your Perfex CRM. If it's not already installed, you can do so by following these steps:
- Log in to your Perfex CRM dashboard
- Go to the "Marketplace" section
- Search for "BannerCraft" and click on the result
- Click on the "Install" button to install the module
- Once installed, go to the "Settings" section and enable the module
Step 2: Creating a New Banner
To create a new banner, follow these steps:
- Go to the "BannerCraft" module
- Click on the "Banners" tab
- Click on the "Add New Banner" button
- Enter the following details:
- Title: Enter a title for your banner
- Description: Enter a brief description for your banner
- Image: Upload an image for your banner
- URL: Enter the URL where you want to link your banner
- Open in new tab: Check this box if you want to open the URL in a new tab
- Start Date and End Date: Set the start and end dates for your banner
- Priority: Set the priority of your banner (lower numbers display first)
- Click the "Save" button to save your new banner
Step 3: Creating a News Ticker
To create a news ticker, follow these steps:
- Go to the "BannerCraft" module
- Click on the "News Tickers" tab
- Click on the "Add New News Ticker" button
- Enter the following details:
- Title: Enter a title for your news ticker
- Description: Enter a brief description for your news ticker
- News Item: Enter the news item you want to display (e.g. a customer testimonial or a special offer)
- Icon: Upload an icon to display alongside your news item
- URL: Enter the URL where you want to link your news item
- Start Date and End Date: Set the start and end dates for your news item
- Priority: Set the priority of your news item (lower numbers display first)
- Click the "Save" button to save your new news ticker
Step 4: Managing and Displaying Banners and News Tickers
To manage and display your banners and news tickers, follow these steps:
- Go to the "BannerCraft" module
- Click on the "Banners" or "News Tickers" tab to view a list of all your banners and news tickers
- You can sort, filter, and search your banners and news tickers using the options provided
- You can also enable or disable individual banners and news tickers using the toggle button
- To display your banners and news tickers, go to the "Layout" section of your Perfex CRM and add the "BannerCraft" module to your layout
- You can customize the layout and appearance of your banners and news tickers using the options provided
Step 5: Troubleshooting
If you encounter any issues with the BannerCraft module, you can try the following troubleshooting steps:
- Check that the module is enabled and configured correctly
- Check that your banners and news tickers are uploaded correctly and saved successfully
- Check that your URLs are correct and working correctly
- If you are still experiencing issues, try clearing your browser cache or contacting the Perfex CRM support team
By following these steps, you should be able to successfully install, configure, and use the BannerCraft module in your Perfex CRM to create, manage, and display dynamic banners and news tickers.
Layout Settings
To configure the layout of your banners and news ticker, go to Settings > BannerCraft > Layout.
- Banner Width: Set the width of your banners (e.g. 50%).
- Banner Height: Set the height of your banners (e.g. 100%).
- News Ticker Width: Set the width of your news ticker (e.g. 80%).
- News Ticker Height: Set the height of your news ticker (e.g. 20%).
- Banner Position: Set the position of your banners (e.g. Center Top).
Banner Settings
To configure the banners in BannerCraft, go to Settings > BannerCraft > Banners.
- Banner Display: Set the display options for banners (e.g. Automatic, Manual).
- Banner Interval: Set the interval between banner displays (e.g. 2 seconds).
- Number of Banners: Set the number of banners to display (e.g. 3).
- Randomize Banners: Set whether to randomize banner displays (e.g. Yes).
News Ticker Settings
To configure the news ticker in BannerCraft, go to Settings > BannerCraft > News Ticker.
- News Ticker Display: Set the display options for the news ticker (e.g. Automatic).
- News Ticker Interval: Set the interval between news ticker updates (e.g. 30 seconds).
- News Feed Source: Set the source of your news feed (e.g. Custom API, RSS Feed).
- Number of News Items: Set the number of news items to display (e.g. 3).
Customization
To customize the appearance and behavior of BannerCraft, go to Settings > BannerCraft > Customization.
- Banner Animations: Set the animations for banner displays (e.g. Fade In).
- News Ticker Animations: Set the animations for news ticker displays (e.g. Sliding).
- Logo and Text Colors: Set the colors for the Logo and Text in BannerCraft.
API Settings
To configure the API connections for BannerCraft, go to Settings > BannerCraft > API.
- API Key: Enter your API key for access to external data sources (e.g. news API).
Here are the features mentioned about BannerCraft - Dynamic Banner Management & News Ticker Module for Perfex CRM:
- Dynamic Banner Display: Seamlessly target staff members with relevant announcements and updates, while simultaneously delivering tailored messages to clients.
- Intuitive Banner Management: Effortlessly create, edit, and organize banners within your Perfex CRM dashboard.
- Responsive Design: Ensure your banners look stunning on any device with our module's responsive design capabilities.
- Easy Integration: Integrate our dynamic banner management module into your existing Perfex CRM setup with simple installation steps.
- News Ticker Feature: Enables administrators to create and display news tickers in both the Admin and Client Areas of the system.
- Set Time of Banner Presentation: Set the Time of Banner Presentation (time between banner transitions) in seconds.
- Ability to Crop Banner Images: Users can now crop banner images to ensure they fit properly within the designated space.
- Action Title and Link Feature: Added the ability to include an action title and link to banners, allowing users to add external links to banners.
- Enhanced Banner Management: Improved user interface for managing banners, including new options for cropping and adding action links.
- Optimized Image Rendering: Implemented optimizations to ensure banners display correctly across different devices and screen sizes.
- Support for Multiple Languages: Dutch and Spanish language support added.
Note that some of these features may be mentioned multiple times in the content, but I've only extracted each feature once in the above list.
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