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HBDynamic

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About HBDynamic

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  1. Hello! I have a custom field we created for clients called "Sales Rep". We would like to know if it's possible to write a hook that when trying to view a client profile or tickets the system would check to see if the "Admin Role" is "Full Administrator" or "Development Dept (Full Admin)" or the admin name is what is in the "Sales Rep" field they would have access if not, it would deny access. Thank you for your time.
  2. Hello! I have a custom field we created for clients called "Sales Rep". We would like to know if it's possible to write a hook that when trying to view a client profile or tickets the system would check to see if the "Admin Role" is "Full Administrator" or "Development Dept (Full Admin)" or the admin name is what is in the "Sales Rep" field they would have access if not, it would deny access. Thank you for your time.
  3. Hello! On the bottom of the Summary page of the clients account it shows all the products/services that client has. As you all know, this includes showing the name of the product/service, the URL, the amount they're paying for each product, their billing cycle, signup date, next due date and, of course, the status of each order. One thing it does not show on the summary page is the customers payment method. I love the "Bulk Action" button below where you can change the payment method in one easy step, however, it would make life that much easier if you could see the payment method for each product/service right there on the summary page, just encase you mistakenly left that one order as "mail in check" while the rest of them are marked as "credit card". Does anyone know if there is a way to make this happen that I may not know about? And if not, I hope WHMCS will keep my suggestion in mind!
  4. HBDynamic

    Help with built in affiliate system

    We've noticed there are a couple clients with the wrong affiliate on them but I don't see a spot to take the assigned affiliate off. Can i not change it? Also, does anyone know how long the pending commissions are pending? We assumed they are pending until that client pays their bill but we aren't sure.
  5. Hello! We have been trying to use the built-in Affiliate system but have run across a number of questions. We have navigated through all the videos and docs we could find like "https://docs.whmcs.com/Affiliates" but they are outdated, to say the least. The primary issue is how to manage payouts on the summary screen for an affiliate. For example, we have an affiliate who should be getting 10% from the reoccurring amounts of his clients and the system is only showing his commissions total as $10.00 when it should be much higher. Also, it shows that he has 11 pending commissions that are all marked $0.00 and we don't understand why because the client has paid their bill and the commissions should not be $0.00. We aren't sure if maybe there is a setting we are missing or if there is a bug in the system but any help would be greatly appreciated.
  6. Welcome to WHMCS.Community HBDynamic! We're glad you're here please take some time to familiarise yourself with the Community Rules & Guidelines and take a moment to introduce yourself to other WHMCS.Community members in the Introduce Yourself Board.

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