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Additional menu tab for each Client in Admin Area


jacobtange

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Hi, I hope some of you clever guys can help me out.

 

I need to be able to add additional info about our clients in the admin area.

Info like what CMS they are running (if they have any installed), additional login details, maybe some ftp credentials if they are not hosted on our servers and so on.

 

So I'm looking for an addon that will allow me to write these kinds of informations for each client, or maybe give me an extra tab with fields I can customize to meet my needs.

 

Hope something like this exist or you can suggest something close to it :)

 

Any help is appreciated. :)

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have you considered using Client Custom Fields? - that would be the built-in method to do this...

 

http://docs.whmcs.com/Custom_Fields#Client_Custom_Fields

 

if you make them "Admin Only", then the information will be available only to admins (to view/edit etc) in the client's profile within the admin area.

 

alternatively, there is the option of using "Notes" too...

 

http://docs.whmcs.com/Clients:Emails/Notes/Logs_Tabs

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