Skeptical Posted March 9, 2010 Share Posted March 9, 2010 For my clients, I have files which I need to add to their profiles. Is there a way to do this from within whmcs? This is kinda like doing CRM with whmcs, which it isn't made for. However, I think my needs are easy enough. I just want to be able to upload files for each client that the admin can view, such as client contract. Is that possible? 0 Quote Link to comment Share on other sites More sharing options...
Skeptical Posted March 9, 2010 Author Share Posted March 9, 2010 If that's not possible, any recommendations of how I can add this feature to whmcs? 0 Quote Link to comment Share on other sites More sharing options...
WHMCS Support Manager WHMCS John Posted March 9, 2010 WHMCS Support Manager Share Posted March 9, 2010 Yes: http://wiki.whmcs.com/Client_Management#Client_Files 0 Quote Link to comment Share on other sites More sharing options...
Skeptical Posted March 10, 2010 Author Share Posted March 10, 2010 I can't locate the client files in the admin panel. Where can I find it? 0 Quote Link to comment Share on other sites More sharing options...
Skeptical Posted March 10, 2010 Author Share Posted March 10, 2010 It says "Files can be added and managed from the Client Summary page in the admin area", but looking at a client's page, I can't locate it. Where is it hiding at? 0 Quote Link to comment Share on other sites More sharing options...
FlexiHost Posted March 10, 2010 Share Posted March 10, 2010 Seems to be at the bottom of the client area page looking at my one. 0 Quote Link to comment Share on other sites More sharing options...
Skeptical Posted March 10, 2010 Author Share Posted March 10, 2010 I don't see it. What does the text say? Is it supposed to be in this page? https://order.mysite.com/admin/clientssummary.php?userid=123 0 Quote Link to comment Share on other sites More sharing options...
WHMCS Support Manager WHMCS John Posted March 10, 2010 WHMCS Support Manager Share Posted March 10, 2010 Yes that's correct. Which version are you running? 0 Quote Link to comment Share on other sites More sharing options...
Skeptical Posted March 10, 2010 Author Share Posted March 10, 2010 Version: 3.8.1 0 Quote Link to comment Share on other sites More sharing options...
WHMCS Developer WHMCS Andrew Posted March 10, 2010 WHMCS Developer Share Posted March 10, 2010 Clients files were added in WHMCS v4, you would need to upgrade 0 Quote Link to comment Share on other sites More sharing options...
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