client question

[chick]

My website does not sell server space accounts but instead sells an intangible service, specifically insurance investigations. Finding a script that will fit my needs has been difficult.

 

After previewing the demo areas, this program it appears to have everything I need, such as:

 

1. Each client has an assigned private login area account and can upload files with a case (such as photos and documents in .jpg .doc, or .pdf) and download whatever files I provide for their account.

 

2. Client billing

 

My question is........ I will need 2 sections for different needs.....

 

1. FOR CLIENT - mysite.com/client

and,

2. FOR EMPLOYEE - mysite/com/operations (to assign case work to an employee)

 

and of course the admin which only I would control

 

Is this possible? Thanks you

[chick]

also I signed up to get a 15 days trail demo download and call me stupid but I cannot see in the user account where to download it at???

 

I can see the key but not anyplace where I can download it!

[reds]

Click on the key chick and you will see download links on the next page.

[chick]

Thanks reds, now to see if I can actually install it

[reds]

It's very easy. I'm sure you'll manage it

[Matt]

WHMCS has an admin area and client area. I guess your clients would use the client area and your employees the admin area but I don't understand what you mean by uploading files. Clients can only upload files into support tickets as attachments.

 

Matt

[chick]

Yes uploading through the support ticket is fine, I see that and I see about having one area for both types of accounts. Looks like that will be good.

 

I am very impressed with the demo of this script here.

 

Before I attempt install it, do I have to upload the status folder somewhere? (there did not appear to be instructions for this folder) If so where does it go as I have renamed the whmcs folder on my server to operations mysite.com/operations

 

Thank you

[PPH]

You can put it on the server wherever you want that is accessible via the web. You then enter it's location within the configuration for that server. If you have multiple servers they each get a copy

[chick]

Thank you. Your all very helpful.

 

I will report back in the trouble shooting section after the install as I'm sure I will have a problem. LOL

[PPH]

Just remember there is a manual and knowledgebase that covers most aspects. But I think you will find this one of the easiest programs to setup, configure and use out there.

 

http://support.whmcs.com/knowledgebase.php

 

http://v3manual.whmcs.com/

[chick]

Installed. I am very impressed with the features and ease of use and install and working hard to change areas/wording to fit my client needs.

 

I will start a new topic about my purchase and the few changes I need when I purchase my brand free license at the end of my trial. Thank you all for your help.

 

I am VERY impressed with this script.