Client Summary Information Tweak

[uswdh]

Just a simple tweak we have made and use for quite some time to make viewing and not having to search for information easier. Such as trying to focus on a phone number of a customer, email (the email link works as well), etc..

 

Maybe its age, but It sure is nice and all of our younger staff use it as well ..

 

We have had it installed in the past V4 templates since V4 started.

 

INSTALL PATH -- whmcs root/admin/templates/v4/clientssummary.tpl

 

Here is the code change.

 

You will find this at the beginning of the clientssummary.tpl

 

<div style="font-size:18px;">#{$clientsdetails.userid} - {$clientsdetails.firstname} {$clientsdetails.lastname}</div>

 

REPLACE IT WITH

 

<div style="font-size:18px;">#{$clientsdetails.userid} - {$clientsdetails.firstname} {$clientsdetails.lastname}       {$clientsdetails.phonenumber}       {$clientsdetails.city}, {$clientsdetails.state}, {$clientsdetails.country}    <a href="Mailto:{$clientsdetails.email}">{$clientsdetails.email}</a><br /><font color=#FF0000>Invoices Due: {$stats.numdueinvoices} {$stats.dueinvoicesbalance}     Credit Balance: {$stats.creditbalance} </div>

[uswdh]

Here is the corrected code.. When we pasted it the quote put in some spaces

 

INSTALL PATH -- whmcs root/admin/templates/v4/clientssummary.tpl

 

Here is the code change.

 

You will find this at the beginning of the clientssummary.tpl

 

<div style="font-size:18px;">#{$clientsdetails.userid} - {$clientsdetails.firstname} {$clientsdetails.lastname}</div>

 

REPLACE WITH THIS

 

<div style="font-size:18px;">#{$clientsdetails.userid} - {$clientsdetails.firstname} {$clientsdetails.lastname} || {$clientsdetails.phonenumber} || {$clientsdetails.city}, {$clientsdetails.state}, {$clientsdetails.country} || < a href="Mailto:{$clientsdetails.email}">{$clientsdetails.email}</a><br /><font color=#"FF0000">Invoices Due: {$stats.numdueinvoices} {$stats.dueinvoicesbalance} || Credit Balance: {$stats.creditbalance} </div>

[uswdh]

On the original code (POST 1) there are 3 places that picked up a space..

 

{$clientsdetails.phonenumber}&nb sp; << remove the space

{$clientsdetails.phonenumber}  << Should be

 

{$clientsde tails.city}, {$clientsdetails.state} << remove the space

{$clientsdetails.city}, {$clientsdetails.state} << Should be

 

{$clientsdet ails.email}</a><br /> << remove the space

{$clientsdetails.email}</a><br /> << Should be

 

 

===============================

 

In the fix (POST 2)

 

< a href="Mailto:{$clientsdetails.email}">{$clientsdet ails.email}</a> << remove the space

< a href="Mailto:{$clientsdetails.email}">{$clientsdetails.email}</a> << Should be

 

Sorry for the mess

 

We will provide the code on our website as well.

http://www.uswebsitedesignandhosting.com/summary_tweak.php