Windows Hello – Login Module for Perfex CRM Documentation ☰

Introduction

This documentation provides complete guidance on the installation, configuration, and usage of the Windows Hello – Login Module for Perfex CRM. This module enables staff and customers to log in securely using pin or biometric authentication methods such as Windows Hello, Face ID, or fingerprint—without needing to enter a password.


Designed as a plug-and-play add-on, this module enhances the login experience by integrating modern password-less security into Perfex CRM. Users can register their device credentials after a successful login and use them to authenticate directly, offering a fast, secure, and passwordless sign-in flow.

System Requirements

  • Perfex CRM v3.1.0 or higher

Installation

Installing the module is quick and simple, It takes just a few minutes :

  • Extract the main .zip file and locate the windows_hello.zip file.
  • Log in to the Perfex CRM admin panel as an administrator and go to Setup → Modules.
  • Click Choose File and select the windows_hello.zip
  • Click Install to complete the process.
Module Installation

Once the module is installed, it will appear in the list of available modules below. Simply click the Activate button to enable it.

Module Activation

Configuration :

Once the module is installed and activated, you'll see three options, Deactivate, Settings and User List . Click on the Settings button to quickly access the Windows Hello Settings

Windows Hello Module Activation

Alternatively, you can navigate to Setup → Settings → Windows Hello to access its configuration options, which include :

  • App Name – This name will appear in the windows hello popup.
  • Enable for Customers – When disabled, customers will not able to use windows hello.
  • Enable for Admins – When disabled, admin users will not able to use windows hello.
Windows Hello Module Activation

Usage

Once the module is installed and activated, follow these steps to use it effectively :

  • Customer Registration & Login
    • Customers can register their Windows Hello credentials from their profile page.
    • They can also enable or disable Windows Hello login at any time from the same page.
    • On the login page, if Windows Hello is enabled for the customer (both personally and by admin), a Sign in with Windows Hello button will appear.
    • Clicking the button will trigger the Windows Hello authentication prompt (Face ID, Fingerprint, PIN, etc.).
  • Admin Registration & Login
    • Admins can also register their Windows Hello credentials from their profile page.
    • They can enable or disable their Windows Hello login option just like customers.
    • On the admin login page, if Windows Hello is enabled for the admin (both personally and globally), a Sign in with Windows Hello button will be displayed.
    • Clicking this button invokes the Windows Hello prompt for secure authentication.
  • Authentication Flow
    • Windows Hello login bypasses password entry if biometric/PIN verification is successful.
    • If authentication fails or the user has no registered credentials, fallback to standard login is required.
    • Authentication is based on device-stored credentials linked securely to the user account.
  • Credential Management
    • Only one credential per user is supported per device.
  • Admin Settings
    • Admins can globally enable or disable Windows Hello login for customers and/or other staff users.
    • If disabled, all users will be forced to use traditional login methods.
    • Can add app name which will be displayed on windows hello popup.

Frequently Asked Questions (FAQ)

  • Is biometric data stored in the CRM or server?
  • No. Biometric data never leaves the user’s device. The module only stores the public credential key used for verification.
  • Can users still log in using a password?
  • Yes. Users can continue using traditional email/password login.
  • Does this module support both admin and customer login?
  • Yes. Can be enabled for both the admin and customer login portals.
  • What happens if my biometric device fails or is unavailable?
  • Users can always fall back to the standard email and password login if biometric authentication is unavailable.
  • What devices are supported for Windows Hello login?
  • Windows Hello works only on Windows 10 or 11 devices that have Windows Hello configured with a PIN, fingerprint, or facial recognition.
  • What browsers are supported for Windows Hello login?
    • Microsoft Edge
    • Google Chrome
    • Mozilla Firefox
    • Other Chromium-based browsers
  • Do I need coding knowledge to use this module?
  • No. This module is fully plug-and-play. You just need to upload, activate, and configure it via the admin panel.
  • Do I need to modify any core files in Perfex CRM?
  • No. This module is self-contained and does not require any core file modifications.
  • Is this module compatible with all Perfex CRM versions?
  • Yes. This module works with all Perfex CRM versions starting from 3.1.0 and above.
  • What happens if I uninstall the module?
  • Uninstalling the module will remove its functionality, but no core CRM data will be affected.
  • Does this module support multiple languages?
  • The module is translation-ready and comes with an English language file by default. You can easily add other languages by copying and translating the provided language file.
  • Are updates included?
  • Yes. All future updates are included and will be available via your CodeCanyon account under downloads.

Support

For support, please reach out to us at codeonstring@gmail.com. We will respond as soon as possible, typically within one working day.

Changelog

VERSION 1.0.0 – Initial Release