Polar Posted September 1, 2015 Share Posted September 1, 2015 I want to edit the zone file for a domain of a customer. I am in the WHMCS admin panel. I follow this path: Clients >> domains (/whmcs/admin/clientsdomains.php?userid=1) When I am on the domain page, I click the link "Client Area" (top left of my screen). This brings me to the main page /whmcs/. Top right it says "Logged in as Administrator". From here I want to get access to the client area for editing the DNS zone file. (/whmcs/clientarea.php) It looks to me that the only way to get there is to login with the customers credentials (which are unknown to me). Is this the way it is supposed to work? 0 Quote Link to comment Share on other sites More sharing options...
easyhosting Posted September 1, 2015 Share Posted September 1, 2015 DNS zone are changed server side and not through WHMCS 0 Quote Link to comment Share on other sites More sharing options...
Polar Posted September 1, 2015 Author Share Posted September 1, 2015 To be honest... I've been mixing several questions and situations, and my question above is only partially correct... The DNS servers can be changed from the client side. But not the zone file. However, I see that other modules are available in the appstore to edit zone files from within the client area, all depending on what provider or platform you are using.) I guess I'll need to talk to my provider then... But the part about needing to login with customer credentials is still valid. The case was this. When I renew a domain from the admin panel, no invoice is generated automatically. (this happens often when I speak with a customer where they ask ME to renew it for them). I need to create a manual invoice. But if I do this from the client area, the order is placed, an invoice is created, and renewal is done after payment of the invoice. So it is here that I wonder why the admin not has access to this feature. If I need to do this from the client area in order to follow the above mentioned flow, it would be nice to do this without the need of loging in with the customer credentials. Something I am overseing? 0 Quote Link to comment Share on other sites More sharing options...
brian! Posted September 1, 2015 Share Posted September 1, 2015 But the part about needing to login with customer credentials is still valid. The case was this. When I renew a domain from the admin panel, no invoice is generated automatically. (this happens often when I speak with a customer where they ask ME to renew it for them). I need to create a manual invoice. But if I do this from the client area, the order is placed, an invoice is created, and renewal is done after payment of the invoice. So it is here that I wonder why the admin not has access to this feature. there is a way to do this in the Admin Area of WHMCS if the domain is already in the system... http://docs.whmcs.com/Products_Management#Invoicing_Early There may be times where a client asks for you to invoice them for the next renewal date early. To do this in WHMCS, Begin by navigating to the Clients Summary page for the client you want to invoice Now tick the boxes of the Products/Services/Addons and/or Domains you want to generate an invoice for To complete, click the Invoice Selected Items button to create the invoice(s) for them Multiple invoices may be created if the due dates and payment methods differ as invoicing rules are obeyed as normal If I need to do this from the client area in order to follow the above mentioned flow, it would be nice to do this without the need of loging in with the customer credentials. Something I am overseing? yes - the same thing that I missed for the first year I used WHMCS - I was logging in using clients details too! http://docs.whmcs.com/Clients:Summary_Tab#Login_as_Client View the client area exactly as this client would see it and even perform actions on their behalf (placing orders, opening tickets etc.) Once you are finished be sure to click the "Return to Admin Area" link in the top-right corner. 0 Quote Link to comment Share on other sites More sharing options...
Polar Posted September 1, 2015 Author Share Posted September 1, 2015 yes - the same thing that I missed for the first year I used WHMCS - I was logging in using clients details too! http://docs.whmcs.com/Clients:Summary_Tab#Login_as_Client YES YES YES !!!! STUPID ME !!! That was what I was looking for. I must admit, there is a LOT of information on that Summary screen. I was staring myself blind on other things. Thank you for bringing this to my attention Next stop : Manage DNS zone files from within WHMCS when using Hexonet. 0 Quote Link to comment Share on other sites More sharing options...
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