Client area note section when log in?

[knipper]

Hi,

 

Is it possible to leave a message for the client they will see when they log into their WHMCS clent area. (i.e. where it shows support tickts, links for services, etc?)

 

Today I suspended a long term account, an account I have sent several past due invoices too. However their on file e-mail forwards to an email on the domain which is now suspended.

 

I have adjusted the settings so their hosted e-mail will not work. I want them to see an account suspended message when they log in - in the event they are going to send a support ticket... so they KNOW WHY their service is not working. Before the ticket.

 

Thanks!

[m00]

We are using the "admin notes" from the administration environment client details section for this. To display it to the customers, you can just add the following code to your clientareahome.tpl file:

{if $clientsdetails.notes}<div class="successbox">{$clientsdetails.notes}</div>{/if}

[knipper]

Thanks m00,

 

Thanks! That's exactly what I wanted to do. I have used it temporarily to set the note I wanted for the customer.I did change the class to change the background color, etc.

 

BUT... now I need to poke around and try to determine what field I need to use, to use the regular "notes" section, as opposed to the admin notes. (in the event I need to use admin notes for internal use.)

 

Anyone know if the wiki has a list of all the fileds used in the templates?

 

Thanks!

[m00]

You can create a textarea as custom client field with "Admin only" enabled.

{if $clientsdetails.customfields#}<div class="successbox">{$clientsdetails.customfields#}</div>{/if}  

 

Replace the # with the "display order position" of the custom field. (see attachment)

[knipper]

Thanks again!

 

Actually, since the regular notes section isn't shown on the client site, that will work fine for what I was thinking. Then the admin area as set up from your first post can get shown to the client when they log in.

 

Thanks again!

Edited March 4, 2010 by knipper
fix typo!

[DepotMan]

This worked really well. We now have a way to leave an Administrative Message in our Client Area. We are now using the "Notes" tab to keep our Admin Notes (with TimeStamp).

 

Anyone looking to leave notes for your clients should try this very simple modification! Took about 3 minutes to complete!

[sparky]

I only just recently took this feature out of the clientareahome mod as quite a few did not want it to show.

[HerrZ]

i mean the "tblclients" "notes" (admin notes) should not displayed in frontend. these are admin only notes. publishing the "tblnotes" (tab "notes" in client profile) should be the better way.

[sparky]

The two lots of notes I think are a little confusing...

I believe that the "Notes" tab section is suposed to be for notes for admins about the client account and should be just for the admins.

The "Admin Note" on the profile tab and also on the summary tab, I think should be used for a note to be shown to the client from the admin.

[HerrZ]

the other way you can provide your client "personal messages" by using the notes tab.

and using the admin notes for "admin notes".

[DepotMan]

The two lots of notes I think are a little confusing...

I believe that the "Notes" tab section is suposed to be for notes for admins about the client account and should be just for the admins.

The "Admin Note" on the profile tab and also on the summary tab, I think should be used for a note to be shown to the client from the admin.

 

This is how mine is setup. The note to the client is shown from the "Admin Note" and all private admin notes where put in the "Notes" tab. That now shows who entered notes and stamps it. Very nice!

 

The note shown to the client only shows in customer client area when a note is in the "Admin Note" (profile tab). Otherwise the client see nothing. I was able to time stamp admin notes and show my customers what I called "Customer Alerts". I also changed from "successbox" to "errorbox" to change the color from green to red. This was because I wanted them to Stop and take notice of the message. If it wasn't important, it wouldn't be there!

 

This was exactly what I wanted, easy to implement, and works great!

[othellotech]

we use the "tab" notes to keep track of phonecalls, emails, letters - i.e. general communications with the client

 

we use the "admin notes" on the summary for important comments to do with their account - like noting down who the PITA users are, so admins are aware at-a-glance when dealing with them ...