Following are very important points to keep in mind, while integrating the Live Chat

1. Live Chat icon on website:   If you want to add a chat icon on your website, then you have to use the script that can be found by navigating CRM system Left Menu >> Admin >> Live Chat >> Chat Configuration. Click Here for help. Copy and Paste the script into body tag of web page(s), where you want the chat images to be displayed. Sample images are as follows:   Online Image Offline Image 2. Updating/Changing Live Chat icon:   You can also update/change the chat icons as per your requirements. Follow this navigation to change / update chat images/icons. CRM system Left Menu >> Admin >> Live Chat >> Chat Configuration Also Click Here for more help. 3. Make sure that there must be at least one department added in Advanced CRM system and at least one department must be checked / Enabled for Live Chat. Click Here for help. 4. Making a Test chat:   a. For Admin Side   Log-in to CRM system using the user name that is attached to the department which is checked/allowed for chat. Click Live Chat icon on top-right side of the CRM system screen. Click Here for help Accept the chat request displayed in Admin chat window. Click Here for help b. For Customer Side   Click on Live Chat icon which is displayed on your website A form is opened, showing Leave Message (top-right) in case any operator is not available. Click Here for help Fill the form and click Continue to start the chat A chat window will be opened and customer can continue the chat by sending text messages or smileys. Click Here for help

You can integrate some basic forms with your website as described below. You can also request for customized forms by sending an email to support@advanced-crm.com. NOTE: Please apply client side validation (using javascript) while designing the forms for your website.

1. CallBack Request Form: Click Here to view a sample form.   Make sure that there must be at least a department added in Advanced CRM system and at least a department must be checked / Enabled for CallBack. Click Here for snapshot. a. Compulsory Filelds   Full Name, Email Address, Time Zone, Phone Number, Call Time, Call Date, Department, Subject. b. Optional Fileds   Phone Extension, Your Question. c. Form's Action Attribute Value (i.e. <form action="" >)   "/VDName/frmAction/callback.aspx" [where VDName=Virtual Directory Name] d. Script for Department Field   Please copy the below script and paste in source code (HTML) of the form in front of Department field.   <script language="javascript"> var xhr = createXMLHttpRequest(); xhr.open("GET", "/CRM/frmAction/SelectDepartment.aspx?DepartmentId=2", false); xhr.send(null); document.write(xhr.responseText); function createXMLHttpRequest() { try { return new ActiveXObject("Msxml2.XMLHTTP"); } catch (e) {} try { return new ActiveXObject("Microsoft.XMLHTTP"); } catch (e) {} try { return new XMLHttpRequest(); } catch(e) {} alert("XMLHttpRequest not supported"); return null; } </script> 2. Post Query Form: Click Here to view a sample form.   a. Compulsory Filelds   Full Name, Email Address, Problem Subject, Select Department, Problem Detail. b. Optional Fileds   None. c. Form's Action Attribute Value (i.e. <form action="" >)   "/VDName/frmAction/postquery.aspx?FromSite=1" [where VDName=Virtual Directory Name] d. Script for Department Field   Please copy the below script and paste in source code (HTML) of the form in front of Department field.   <script language="javascript"> var xhr = createXMLHttpRequest(); xhr.open("GET", "/CRM/frmAction/SelectDepartment.aspx?DepartmentId=1", false); xhr.send(null); document.write(xhr.responseText); function createXMLHttpRequest() { try { return new ActiveXObject("Msxml2.XMLHTTP"); } catch (e) {} try { return new ActiveXObject("Microsoft.XMLHTTP"); } catch (e) {} try { return new XMLHttpRequest(); } catch(e) {} alert("XMLHttpRequest not supported"); return null; } </script> 3. Download Form: Click Here to view a sample form.   a. Compulsory Filelds   Full Name, Email Address, How did you reach us ? b. Optional Fileds   Phone Number, Company Name, Company URL . c. Form's Action Attribute Value (i.e. <form action="" >)   "/VDName/frmAction/download.aspx?FromSite=1" [where VDName=Virtual Directory Name] 4. Feedback Form: Click Here to view a sample form.   Make sure that there must be at least one department added in Advanced CRM system and at least one department must be checked / Enabled for Feedback. Click Here for snapshot. a. Compulsory Filelds   Full Name, Email Address, Select Department, How did you reach us ? b. Optional Fileds   Company Name, Company URL, Phone Number, Comments. c. Form's Action Attribute Value (i.e. <form action="" >)   "/VDName/frmAction/feedback.aspx" [where VDName=Virtual Directory Name] d. Script for Department Field   Please copy the below script and paste in source code (HTML) of the form in front of Department field.   <script language="javascript"> var xhr = createXMLHttpRequest(); xhr.open("GET", "/CRM/frmAction/SelectDepartment.aspx?DepartmentId=3", false); xhr.send(null); document.write(xhr.responseText); function createXMLHttpRequest() { try { return new ActiveXObject("Msxml2.XMLHTTP"); } catch (e) {} try { return new ActiveXObject("Microsoft.XMLHTTP"); } catch (e) {} try { return new XMLHttpRequest(); } catch(e) {} alert("XMLHttpRequest not supported"); return null; } </script> 5. Contact Us Form: Click Here to view a sample form.   Make sure that there must be at least one department added in Advanced CRM system and at least one department must be checked / Enabled for Contact. Click Here for help. a. Compulsory Filelds   Full Name, Email Address, Select Department, How did you reach us ? b. Optional Fileds   Company Name, Company URL, Phone Number, Any special requirement. c. Form's Action Attribute Value (i.e. <form action="" >)   "/VDName/frmAction/contactus.aspx?FromSite=1" [where VDName=Virtual Directory Name] d. Script for Department Field   Please copy the below script and paste in source code (HTML) of the form in front of Department field.   <script language="javascript"> var xhr = createXMLHttpRequest(); xhr.open("GET", "/CRM/frmAction/SelectDepartment.aspx?DepartmentId=3", false); xhr.send(null); document.write(xhr.responseText); function createXMLHttpRequest() { try { return new ActiveXObject("Msxml2.XMLHTTP"); } catch (e) {} try { return new ActiveXObject("Microsoft.XMLHTTP"); } catch (e) {} try { return new XMLHttpRequest(); } catch(e) {} alert("XMLHttpRequest not supported"); return null; } </script> 6. Newsletter Subscription : Click Here to view a sample newsletter subscription form at bottom left side of the page.   a. Compulsory Filelds   Email Address field is required for newsletter subscription. b. Optional Fileds   None. c. Form's Action Attribute Value (i.e. <form action="" >)   "/VDName/frmAction/frmSubscribe.aspx" [where VDName=Virtual Directory Name]

Thanks Page URL Settings for the above Forms:

You can also set the THANKS page for above forms. Just navigate to Advanced CRM system Left Menu >> Admin >> Settings >> Thanks Page URL Settings Section. Specify the complete URL in this section as per your requirements. Click Here for snapshot and more help

Note: You can also contact Advanced CRM Support in case of any problem while integrating Advanced CRM system with your website.

In order to enable Trouble Ticketing on your website, you just have to allow/enable/check some department(s) for Ticket. Click Here for more help.