aspidagrant Posted October 8, 2014 Share Posted October 8, 2014 Is there a way to send a message to a customer through their account without them opening a ticket? In other words, we want to send them details about their account, so instead of sending an email, we wanted to create it on the system and send it to them that way. 0 Quote Link to comment Share on other sites More sharing options...
Alex - Arvixe Posted October 8, 2014 Share Posted October 8, 2014 Hopefully this works for your needs: 1. Login to the WHMCS admin area 2. Navigate to Clients -> View/Search Client -> *Select client you want to message* 3. Under the "Summary" tab look to the right and you should see a box "Send Mail", select "New Message" and click Go 4. Configure your email and send You can also send mail to multiple clients at once, just navigate to: Clients -> Mass Mail Tool. 0 Quote Link to comment Share on other sites More sharing options...
Kian Posted October 8, 2014 Share Posted October 8, 2014 Hi, Sure. Open the Summary of your client. In the last column on the right there's the "Send Email" table. Just click "Go" button to send a new email. It's a very nice feature since it allows you to send an email to your client and save a copy in Mail Log. 0 Quote Link to comment Share on other sites More sharing options...
brian! Posted October 8, 2014 Share Posted October 8, 2014 you could open a new support ticket from their client profile in the admin area - that would then be visible on their client area homepage and would be emailed to them too (depending on your settings). 0 Quote Link to comment Share on other sites More sharing options...
aspidagrant Posted October 8, 2014 Author Share Posted October 8, 2014 @brian! - That is what I am looking to do. We want to use support tickets. I went to Support > Open New Ticket and created a new ticket. I logged in as client and there is no ticket created though. I tried once with "Send email" selected, and once without it selected. Any ideas why it is not creating a ticket? 0 Quote Link to comment Share on other sites More sharing options...
brian! Posted October 8, 2014 Share Posted October 8, 2014 @brian! - That is what I am looking to do. We want to use support tickets. I went to Support > Open New Ticket and created a new ticket. I logged in as client and there is no ticket created though. I tried once with "Send email" selected, and once without it selected. Any ideas why it is not creating a ticket? that's weird as I just created a new ticket in the admin area, and when I viewed the client area, it was there. I don't suppose you've modified your client area templates? open tickets are usually shown on the homepage, and you can view all tickets in the client area by going via support -> tickets ... i'm seeing this new test ticket in both. 0 Quote Link to comment Share on other sites More sharing options...
aspidagrant Posted October 9, 2014 Author Share Posted October 9, 2014 @brian! - Thanks. It worked for another customer, so I am assuming there must have been some issue with this one account. 0 Quote Link to comment Share on other sites More sharing options...
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