Set Client Groups for WHMCS

[leemason]

This is my newest module, WHMCS Set Client Groups.

 

I use the client group system in WHMCS and hate having to manually assign each client after they buy a product (for instance i assign all module customer in the WHMCS Clients Group).

 

Well this new module is the missing link, setup which group to assign a user when they buy a specific product.

 

heres the description:

 

The WHMCS Set Client Group Module makes it very easy to use the WHMCS built in client groups system.

 

The problem with the current system is nothing is automated, you have to manually assign each client to a group, which can become tiresome when signing up multiple clients every day.

 

This module makes this task much easier, you can tell it which client group to assign to which products, so hosting products (for example) can be auto assigned to the client group "Hosting Clients".

 

The module is also intelligent, if a client is already assigned to a client group it wont change the group (unless you specify it using the custom profile checkbox).

 

All of this is automated so you dont need to do anything (just set the module up and choose which products assign to which client group). All assignments are logged in the admin logs with the other order details.

Features Include

 

Client profile option to allow changing client group if already assigned

Set client group on a per product basis

2 points at which to assign client group (before or after payment)

Fully Translatable

 

 

 

 

The module is only £4.00 and can be found here:

 

http://clients.no-half-pixels.com/whmcs-set-client-groups

[Daniel]

Will this change the group on any clients already registered and signed up? i.e if we setup a 'Reseller' group can we sync all existing reseller clients to it?

[leemason]

It doesnt currently support that functionality. but its the next thing on the list v1.1.

[wootable]

I think it would be nice if client groups would be integrated toward support departments. So if a customer in a client group for product A would be sent to support department A while clients in group B would be sent to department B.

[CJC84]

This' awesome mate, just what I'm looking for. I'll be buying a licence now

[othellotech]

i.e if we setup a 'Reseller' group can we sync all existing reseller clients to it?

 

First you have to decide if you're allowing a user to be in "multiple groups" as there's no hierarchy and it gets messy with lots of combinations ...

 

Then decide if by no-longer having a specific product you want them "demoted" back to a-n-other group or no group etc

 

But it's very easy to have people auto-assigned...

cron hook to update tblclients to set the group based on your rules

 

e.g

update tblclients set groupid=(?) where groupid=0 and id in ( select userid from tblhosting where domainstatus="Active" and packageid=(?) );

does the trick

change (?) to match your exact requirements

[leemason]

Throughout December 2012 No Half Pixels are offering 30% Discount on all product purchases* using the promo code:

 

XMAS

 

Visit the WHMCS Modules page to take advantage of the offer:

 

https://clients.no-half-pixels.com/whmcs-modules

 

*discount applies to whmcs products purchased, not addons or domains

[leemason]

Hello all,

 

this module has recieved a new update which allows bulk management of clients, so now you can select clients from a list, or enter email addresses into a text field and choose which client group to set them to.

 

really simple, no mysql knowledge needed.

 

ive also changed the pricing plan now as requested by many. this is now a one time purchase with additional years support and updates charged only if you choose.

 

https://clients.no-half-pixels.com/whmcs-set-client-groups

 

happy holidays

[Si]

Will this allow me to globally specify separate invoices for services across all clients?

[leemason]

Will this allow me to globally specify separate invoices for services across all clients?

 

if your client groups has the seperate invoices option checked then yes. (although it wont effect the first invoice as this is generated before they get assigned to the client group).

[leemason]

We have announced a new update for this module today.

 

the new update adds:

 

1. the ability for the client group to be set when an upgrade is processed

2. the ability to set clients to a group on signup (or when they login if they already registered and not set to a group)

 

we have also improved the code base and improved the premium settings feature.

 

checkout the module page here which has all the features and screenshots included.

 

 

WHMCS Set Client Groups

[Chris74]

Would you consider adding the option to add a client to a group based on a custom client field?

 

For example, you might want to ask the clients what type of website they are running - their industry sector etc - and present this as a signup field where they can select their industry from a list - then add them to a client group according to their response.

 

So if they chose "Online Retailer" for example, they could be put into a group "Ecommerce clients" and then you could market products specifically to those users.

 

I'd like to have a field where the customer can indicate that they are a web designer - then add them to the web designers group, so if we have projects to tender out to our web designer clients, we could easily email them.

[leemason]

Would you consider adding the option to add a client to a group based on a custom client field?

 

For example, you might want to ask the clients what type of website they are running - their industry sector etc - and present this as a signup field where they can select their industry from a list - then add them to a client group according to their response.

 

So if they chose "Online Retailer" for example, they could be put into a group "Ecommerce clients" and then you could market products specifically to those users.

 

I'd like to have a field where the customer can indicate that they are a web designer - then add them to the web designers group, so if we have projects to tender out to our web designer clients, we could easily email them.

 

hello chris,

 

yes that sounds like a great idea, i will add it to the project roadmap and hopefully add it to the next release.

 

thanks

[leemason]

Hello All,

 

we have a great new update for this module today. Now you can assign clients to groups based on how many domains they have registered on there account!

 

Checkout the module features here:

 

http://clients.no-half-pixels.com/whmcs-set-client-groups

[Si]

Is there a way to stop this applying the assigned discount for a client group to domain names? ie, I am happy for customers in a group to obtain that discount on hosting products, but not on domain names. I can't see any way to implement this. Am I missing something?

 

Also, when the client gets to checkout, the cart still shows the full amount (without discount). Although the discount is applied correctly at checkout and when the client views the invoice, but

 

1) the client never sees the discount during the checkout

and

2) when I view pending orders as administrator, the pending order page shows the full amount (without discount)

 

Can these be fixed?

Edited June 3, 2014 by Si

[leemason]

Is there a way to stop this applying the assigned discount for a client group to domain names? ie, I am happy for customers in a group to obtain that discount on hosting products, but not on domain names. I can't see any way to implement this. Am I missing something?

 

Also, when the client gets to checkout, the cart still shows the full amount (without discount). Although the discount is applied correctly at checkout and when the client views the invoice, but

 

1) the client never sees the discount during the checkout

and

2) when I view pending orders as administrator, the pending order page shows the full amount (without discount)

 

Can these be fixed?

 

hello si,

 

unfortunately the answer to both is no.

 

however this aren't things thats can or should be "fixed" as this is how they are designed, and they are not actually anything to do with the module. they are builtin whmcs features assigned to the client group.

 

To get those changed you would need to request a feature from whmcs.

[johnw02]

Hello. I purchased this module, but I have a problem. Can you help?

 

I'm using {if $client_group_name} in the Order Confirmation email template to customize the email sent to customers. The problem is that customers are being added to the Client Group -after- the Order Confirmation email is sent. If I send a second Order Confirmation email manually, it works fine.

 

How do I change this so that the customer is added to the Client Group -before- the Order Confirmation email is sent?

[leemason]

Hello. I purchased this module, but I have a problem. Can you help?

 

I'm using {if $client_group_name} in the Order Confirmation email template to customize the email sent to customers. The problem is that customers are being added to the Client Group -after- the Order Confirmation email is sent. If I send a second Order Confirmation email manually, it works fine.

 

How do I change this so that the customer is added to the Client Group -before- the Order Confirmation email is sent?

 

Hello John,

 

unfortunatley its not actually possible.

 

The client group is set based on speicifc hooks being triggered during the proccess.

 

unfortunatley the earliest hook which gets fired, always gets fired after the email has been sent. so there is no way to achieve the effect your after without whmcs altering the priority of the email to after the hook is fired.

 

Regards