Add additional functionality to the Simpro Customer Portal, including link directly to Job from the PPM Report
Simpro Customer Portal Enhancements Extension
For example, when the customer is viewing their PPM report/dashboard, they are unable to see or link to the job easily. Currently they would need to copy the Job no and navigate to the job screen and search for the job to view the details. This extension will turn the job no into a link that instantly opens the Job Sheet for the customer.
Additionally, this extension will show the history of a failed asset; has a quote been raised, has a follow up job been created and scheduled.
There is also ability to toggle the visibility of the description box - by default descriptions are hidden on the job and quote screens, and can become visible/hidden by clicking on the job/quote line.
An additional 'Job Type' filter has been added in the Job screen, under Advanced. This quickly filters between Proactive and Reactive jobs.
Further functionality will be added in due course, but if you are looking to improve your customer experience, this extension is needed.
NOTE: This enhancement requires a subscription and licence key.
Source Manifest.json
How to download and manually install Simpro Customer Portal Enhancements extension for Chrome
Looking for a way to install Simpro Customer Portal Enhancements extensions for Chrome, you can search for them in the Chrome Web Store, clicking the "Add to Chrome" button, and following the straightforward process.
However, you may need to install Simpro Customer Portal Enhancements extensions manually, this article outlines two simple methods to effortlessly install Simpro Customer Portal Enhancements extensions, whether they come as unpacked folders in compressed formats like .zip or as .crx files.
Method 1: Download Simpro Customer Portal Enhancements extension and manually install through Drag &Drop
If you ever need to manually install a Simpro Customer Portal Enhancements extension for Chrome, don't worry, it's a simple process. Just follow these easy steps, and you will have your extension ready to use in no time.
Step 1: Download the Simpro Customer Portal Enhancements Extension by clicking the "Download CRX" button on the website.
Look for the Simpro Customer Portal Enhancements extension you wish to install. Go to the website and download the Simpro Customer Portal Enhancements extension package, which is usually a .CRX file and comes in a zipped file. Here ".crx" file is the format for Simpro Customer Portal Enhancements extension that contains all the data.
Step 2: Extract &Arrange Files
Once the file is downloaded, extract that file into its own folder. Similarly, give that extension files a permanent home. In other words, keep it in a folder that you don't accidentally delete it because these files will be needed to make that extension work.
Step 3: Go to the Chrome Extensions Page
Open Google Chrome and in the address bar, type chrome://extensions; it will open the Google Chrome extensions page. Make sure that "My extensions" is selected in the sidebar.
Step 4: Drag and Drop the Extension
Now, go to the folder where you extracted the Simpro Customer Portal Enhancements extension and drag &drop the extension file from there anywhere onto the extension page within Google Chrome.
Step 5: Complete the Installation
Once you drag and drop the extension file, follow the steps that Google Chrome takes you through. Similarly, if the extension file is of .crx file format, you will be required to review the permissions and then add the extension.
Now, you can manage that added extension as you would like to with any other Chrome extension that you added through Chrome Webstore. Its icon will also appear in the Google Chrome Menu on the right side of the address bar once you activate it.
Method 2: Download Simpro Customer Portal Enhancements extension for Chrome and install in Developer Mode
This is another method to install Simpro Customer Portal Enhancements extension manually, but the twist is that here, you install by enabling the developer mode option provided in Google Chrome. This mode is commonly used for testing extensions or running unpublished tools.
Step 1: Download the Simpro Customer Portal Enhancements extension file
Select and download the Simpro Customer Portal Enhancements extension by clicking the 'Download CRX' button on the website.
Step 2: Extract the downloaded contents
Convert the file to a ZIP file if it is in CRX format then extract the Simpro Customer Portal Enhancements extension zip file or folder that you downloaded. Make sure you extract it using the same folder name and keep it safely in another folder, so you don't delete it by mistake. The extracted folder will be needed to keep your Simpro Customer Portal Enhancements extension running.
Step 3: Open Chrome Extension Setting Page
In the address bar of Google Chrome, type chrome://extensions and open the Chrome Extension Page.
Step 4: Enable Developer Mode
After opening the Chrome Extension page, look at the top right side, and you will find the toggle option of "Developer mode."Simply enable that developer mode option.
Step 5: Load the Unpacked Extension
Once you enable the developer mode option, you will see the menu of Load Unpacked, Pack Extensions and Update. From that, select the option "Load unpacked."
Step 6: Select the Extension Folder
Once the pop-up opens upon clicking Load unpacked, select the Simpro Customer Portal Enhancements extension directory and click on the "Select Folder "button.
Step 7: Confirm and Install
After you select an extension folder of a Google Chrome extension you're installing manually, confirm its installation for the final time and let the installation complete.
Conclusion
Here we've made a step-by-step guide on How to manually install Simpro Customer Portal Enhancements extension in 2 ways. We hope this guide proves helpful.
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