onpointsystems

That sir worked like a champ. The great thing about this is that we can disable a specific type of a field and still have the option to allow customer inputs for other types if we ever needed it. Brian!, again, thank you very much.

Brian!, That worked perfectly. Do you happen to have the same for a drop down field?

I will give that a try and let you know. Thanks.

Hi, We can add custom fields to tickets but is there a way to make them read only on the clients end? Pretty much our ticket custom fields are used to track time spent on the actual ticket and works great for existing tickets but when the customer creates a new ticket from the portal the custom fields are editable. This is why would like to make ticket custom fields read only. Thanks in advance.

For the past two weeks whmcs stopped importing emails from the designated email account used for tickets. After looking at the ticket import log file all we saw was the last time a ticket was imported. The cron job still runs as expected with no errors. After looking at the email account we found all the emails were just sitting there. We discovered the email account password had expired and was waiting for it to be reset. However, whmcs did not log any errors in the ticket import log. Is there an actual file log or are the results stored in the database? Is there a way to account for such an issue with expired passwords? Also, how can we get the system to send an email alert if the import has a failure? Thanks.

Based on an issue I just encountered with this it appears there are three options for a contact to change there password. The first option is to request a new password using the forgot password option prior to login. However, the password they receive via email is the password they will have to use as they cannot change it. The second option is for the master account user to login and change the password for the contact as desired. Again the contact will have to use the password assigned and cannot change it. The third option is to give the contact sub account permissions which will allow them to change their password whenever needed but now the contact will have full access to the master account and all contacts.

At the moment when we create a quote and click on "Email As PDF" it sends the quote attached as a PDF but it sends the quote to the client account email and all the contacts under the client's account. How can we control who gets the quote via email? Actually while writing this post i decided to take a look at the actual email template for quote delivery and found the template under the General Message section. So this indicates the client will receive quote via email and any contact with the General box checked. I guess then the question would be how can we control who receives the quote via email?

We had the same issue. Thank you for everyone's input which helped us correct the issue.

That is correct losvre. I made a typo while writing the reply.: Ok, I have some clarification on this process. The domainsync.php file is called when you create a cron job in the server. Example, if you move the crons folder to /home/username/crons then when you create the cron job to run x hours/days the command would be something like php -q /home/username/crons/domainsync.php In the /crons/config.php all you have to change as stated in the documentation is where your WHMCS installation is located. Example: $whmcspath = '/home/username/public_html/whmcs/'; So the only thing that needs to know where the crons folder exist is the cron job you create to execute the domainsync.php file. I hope this clarifies the question because it really helped us. Again I thank the WHMCS support team for clarifying this.

Ok, I have some clarification on this process. The domainsync.php file is called when you create a cron job in the server. Example, if you move the crons folder to /home/username/crons then when you create the cron job to run x hours/days the command would be something like php -q /home/username/crons/domainsync.php In the domainsync.php all you have to change as stated in the documentation is where your WHMCS installation is located. Example: $whmcspath = '/home/username/public_html/whmcs/'; So the only thing that needs to know where the crons folder exist is the cron job you create to execute the domainsync.php file. I hope this clarifies the question because it really helped us. Again I thank the WHMCS support team for clarifying this.

This issue has been resolved. Not sure what it was but it started working with help from support. Thanks.

We just received our information from CDGCommerce and have setup the Quantum Gateway with all the information needed but every time I try to process a card I receive the following message and does not move on. As part of our fraud prevention measures, you will now be asked to perform the Verified by Visa or Mastercard SecureCode verification to complete your payment. Do not click the refresh or back button or this transaction may be interrupted or cancelled. I have read all thread in relation to this message but none have helped in resolving the issue. All I did was generate the security key and the hash then filled out the whmcs quantum gateway module along with username and password. Any ideas?

As per support there is no way to just create a ticket for the contacts only since the client profile is the primary account. This allows the primary account holder to be aware of all things happening on their account.

That is a good question Dean, I am still trying to figure out where to i tell WHMCS where the crons folder has been moved to. Hopefully some one can provide a clear understanding of this as is appears others have made the change but no details.

Alright, mass mailing for contacts under the client's profile is working correctly. When adding a contacts under the client profile you must select Email Notifications options. If general is selected the contacts will receive Mass Mail emails sent under general. Even though when creating the Mass Mail email you do not see the additional contacts it sends an email to all contacts under General. You can see this by viewing the email under the client's Email tab and you'll see the contact's address in the recipients list. General contacts will receive mass emails. This has been confirmed by us and was answered by WHMCS support. Although the email is sent to the contacts under the client profile the email variables {$client_first_name} {$client_last_name} will only populate the clients name and not the contacts name. There is no variable for contacts. The contact is simply CC'd.

Update: With 5.1 version of WHMCS you can select the individual sub-contact after selecting the primary account holder (client profile) however, it will create a ticket and email both the main account (client profile) and the sub-contact as a CC. I would like it to only send to the contact and not the primary account also (client profile). Even after removing the primary account it still sends a copy to the primary account. Any ideas?

This is not working. I am on version 5.1.2. I have the client profile with email address test1@domain.com. I then add a contact under the client profile Contacts tab with email address test2@domain.com. I check the General box under Email Notifications for the new contact added and hit the save button. Open Mass Mail Tool and select General for email type, all other options left as default I click on compose message button and when it gets to the next screen to write the email it only adds the client profile email test1@domain.com. Any ideas why this is not working? I will add if I check the Invoice option for the new contact, when an invoice is created an email is sent to test1@domain.com and test2@domain.com.

That is correct but if you do not know the email address prior to creating the ticket you cannot add to CC section. I was just trying to save some steps since at the moment I will have to view the customers profile first, copy the desired contacts email address, click create new ticket and then I can just paste the email. I will submit a feature request to be able to select a contact from the clients profile to create new tickets.

Thank you so much for this. I was going crazy trying to add this feature to our payment processing. We are in the US and all i could find pointed to UK websites.

We create an account under a Client as to keep all users from the same company together. The question is how can we select the contact to create the ticket when they call in? At the moment the only way to create a ticket is to select the client and not the contact added. Thanks.