mark-in-dallas

I'm a complete noob to WHMCS, but I do run a web design company and have been building websites in WordPress for over 10 years, and I while my opinion may not mean much considering how new I am to WHMCS, I would go with WordPress and the WHMCS plugin, if for no other reason than the complete flexability you have in WordPress.

I'm new to WHMCS, and while most everything was easy to figure out and setup, this has me stumped. I can create custom fields in Products/Services and make them show in Product Order forms, but I am not able to make custom client fields show on the order forms, no matter what I try and regardless of the fields being set to Show on Order Form and/or as Required Fields They do show up fine on the Client Profile pages, just not on the order forms, and I can't for the live of me figure out why. Any help would be greatly appreciated.

I have tried everything I can think of to show custom profile notes in the users Client Panel, to no avail. I have been able to add a custom field for notes in Products / Services and get that to show in the Additional Information filed, but that's not really what I want. I want a custom note to show on the Client Portal home page, as in the image below, but cannot for the life of me figure out how to do it. Any help would be greatly appreciated.