General Functionality?

[DeWebDude]

Hello All,

 

Because we are trying to use WHMCS in a different way, I'm not sure I can configure what I'm trying to do.

We don't only do hosting, and we know most of our clients, so we aren't utilizing it in a purely hosting platform method.

The idea of utilizing 1 application for all of these tasks makes a lot of sense, so we're trying to see if we can accomplish this all within WHMCS.

 

 

Things I'm trying to do:

For domain names with enom, I want to handle sending all of the expiration notifications from WHMCS ( i know that can be done ) and I would like the client to be able to pay by check or CC, also can be done, where it gets a little tricky is we really don't want the client being able to change anything on the domain.

We know these clients, they will get confused and break something.

Are we able to utilize this as a notification and payment gateway per say? and not give too much control.

 

 

For hosting, being able to get some of the capabilities like accounting suspending someone without having to login to WHM sounds good.

Having reminders and such as well, but then we get into the ability to manage the hosting account, which is OK for some users ( we give those users access to cpanel ) but others... you guessed it, would be dangerous and may break something. Technically our billing is done on another platform, but we could run both side by side and update WHMCS when paid from the other side vs those clients that may pay via WHMCS.

I may even have a group of people we give them the full ability, bill them only through WHMCS etc, but may be asking for too much in trying to tweak this.

 

 

Lastly ticketing, we are playing with tickets and managing that, but there are some quirks based on how we are trying to utilize it.

As an example, we open a test ticket, have some back and forth and we have resolved the case.

Now we want to flag the ticket for billing in some cases, so we see that if we change the assignment our option is to hit reply, which we really don't need the client to see vs maybe being able to save it. This is also true when assigning the ticket, our option is reply rather than save.

In the case of trying to assign it to billing we should close it, but want to now flag it for accounting per say, so I'm not finding that as an option.

 

 

I appreciate any feedback, suggestions or reference info!

 

Thanks!!

[brian!]

domains and hosting are going to be a combination of admin settings, client area template edits... or possibly just action hooks to remove specific options from sidebars/navbars... best thing to do might be to work through the client area and decide what you want them to see and what to hide...

 

with regards to ticket flags...

 

http://docs.whmcs.com/Support_Tickets#Options

 

Flagging a ticket to another admin is useful if you want to bring the ticket to the attention of another staff member. Flagged tickets appear in a separate section at the top of the support ticket page to ensure they stand out from the main queue. The 'Support Ticket Flagged' email will also be sent to the user. N.B. Flagging a ticket to oneself will not send the flag email.

[DeWebDude]

Thanks, I will read into the link and check on what you mentioned.