caygri Posted October 18, 2018 Share Posted October 18, 2018 Hello, I have small company, i'm web agency and i see some my competitors use whmcs to manage client and project. In the past i use sometimes whmcs but i dont if I can do all this things (I'm avaible to pay module): generate contract and signup client signup client open ticket client chat chat conversation become a ticket admin can send quote, client can accept or decline admin create project for each client when accept a quote in project there is a way to talk like a discussion, share document and files and sensitive data write faq integration wordpress for some area like user login, ticket area, quote, project client can write email and open automatically a ticket in a dedicated categories like Quote different client usergroup like client, possible customer in ticket area, if admin request share sensitive data like cpanel, domain, plesk and ftp invoice with sectional and automatic counter based on the sectional invoice split payment, for example admin setup 50% in advance and 50% end of job With WHMCS can i do all this? 1 Quote Link to comment Share on other sites More sharing options...
0 WHMCS Technical Analyst II WHMCS Lawrence Posted October 18, 2018 WHMCS Technical Analyst II Share Posted October 18, 2018 Thank you for considering WHMCS! I can confirm that these items will be possible using a combination of WHMCS with our Live Chat and and Project Management addons, If you have any specific questions about these addons, please feel free to reach out to our sales team at https://www.whmcs.com/submit-a-ticket/https://www.whmcs.com/submit-a-ticket/ 0 Quote Link to comment Share on other sites More sharing options...
0 caygri Posted October 18, 2018 Author Share Posted October 18, 2018 thank you so much I tryed but there isn't what I'm looking for 😞 0 Quote Link to comment Share on other sites More sharing options...
0 Remitur Posted October 19, 2018 Share Posted October 19, 2018 I answer about what I know in my experience: generate contract and signup YES client signup YES client open ticket YES client chat with addon admin can send quote, client can accept or decline YES write faq YES integration wordpress for some area like user login, ticket area, quote, project STAY AWAY!!!! Keep your WP far away from your WHMCS!!!! client can write email and open automatically a ticket in a dedicated categories like Quote YES different client usergroup like client, possible customer YES in ticket area, if admin request share sensitive data like cpanel, domain, plesk and ftp False problem: if you have a SSL certificate on your site, communication with ticket area are yet encrypted (so no need for fancy but useless obfuscated / encrypted fields). And when you have these data on your db, they will always be in "clear" amd uncrypted format... invoice with sectional and automatic counter based on the sectional Hummm... no. Or maybe just no "off the shelf" invoice split payment, for example admin setup 50% in advance and 50% end of job Yes, with a workaround 0 Quote Link to comment Share on other sites More sharing options...
0 dddougal Posted October 19, 2018 Share Posted October 19, 2018 i have just started to try and integrate WHMCS with wordpress and its an absolute pain in the ass!! Find another way if you can. The two just don't integrate at all. I'm a fairly experienced php developer and its taken me 3 weeks to get the two working together and it still isn't working properly....... 1 Quote Link to comment Share on other sites More sharing options...
0 caygri Posted October 20, 2018 Author Share Posted October 20, 2018 ok for integration in wp but i'm not happy about project management! I try addon but not satisfied me... 0 Quote Link to comment Share on other sites More sharing options...
0 caygri Posted October 20, 2018 Author Share Posted October 20, 2018 any suggestion for project management? i need something where i create project and client talk like a discussion 0 Quote Link to comment Share on other sites More sharing options...
0 Kian Posted October 20, 2018 Share Posted October 20, 2018 (edited) Don't worry, I know what I'm doing 😀 ________________________________________ @caygri Il Project Management, benché a prima vista possa sembrare spoglio, fa tutto quello che credo ti serva. Crei i progetti, ci lavori, fatturi il tempo di lavorazione, comunichi tra lo staff nella chat riservata o anche con il cliente tramite il collegamento con i ticket e alleghi file. Il cliente dall'area clienti può non solo visualizzare tutte le fasi della lavorazione, i task ed il tempo impiegato ma anche aggiungere nuovi compiti. Se vuoi qualcosa in più puoi guardare questo modulo di Modulesgarden. Edited October 20, 2018 by Kian 0 Quote Link to comment Share on other sites More sharing options...
0 caygri Posted October 20, 2018 Author Share Posted October 20, 2018 Kian thank you for your reply, I think is best talk in english! I'm Italian too 😄 I'm not looking for a task manager, i need to create a project inside the project i need discussion (like ticket) and file upload. That's all... So When I open project i have all discussion or client comment about it. 0 Quote Link to comment Share on other sites More sharing options...
0 Kian Posted October 20, 2018 Share Posted October 20, 2018 (edited) You can make it. Create a project an link it to a dedicated ticket. This way you can talk with your customer about that project, upload files etc. When you open the project in question you can always find the reference to the ticket. It's very intuitive to use. Edited October 20, 2018 by Kian 0 Quote Link to comment Share on other sites More sharing options...
0 caygri Posted October 20, 2018 Author Share Posted October 20, 2018 with module garden? 0 Quote Link to comment Share on other sites More sharing options...
0 Kian Posted October 20, 2018 Share Posted October 20, 2018 I was talking about Project Management of WHMCS. I bet that it's possible also with the module of Modulesgarden but that's another story. Below you can see how it looks. 0 Quote Link to comment Share on other sites More sharing options...
0 caygri Posted October 20, 2018 Author Share Posted October 20, 2018 i test i see it the ticket associate to project but for example, message area who read it? IF client can read i'm also happy. 0 Quote Link to comment Share on other sites More sharing options...
0 Kian Posted October 20, 2018 Share Posted October 20, 2018 Messages (2nd tab in the screenshot) is for Administrators. Customers can't see messages posted there. 0 Quote Link to comment Share on other sites More sharing options...
0 caygri Posted October 20, 2018 Author Share Posted October 20, 2018 ok i need to think about it 0 Quote Link to comment Share on other sites More sharing options...
0 bendrop Posted October 21, 2018 Share Posted October 21, 2018 On 19/10/2018 at 4:26 PM, Remitur said: I answer about what I know in my experience: in ticket area, if admin request share sensitive data like cpanel, domain, plesk and ftp False problem: if you have a SSL certificate on your site, communication with ticket area are yet encrypted (so no need for fancy but useless obfuscated / encrypted fields). And when you have these data on your db, they will always be in "clear" amd uncrypted format... What!! So you would store un-encrypted passwords in your database tables too? Sensitive data should always be stored encrypted in the database, so if it is ever compromised it cannot be read (think SQL injection attack...) 0 Quote Link to comment Share on other sites More sharing options...
0 Remitur Posted October 22, 2018 Share Posted October 22, 2018 On 10/21/2018 at 12:47 PM, bendrop said: What!! So you would store un-encrypted passwords in your database tables too? Sensitive data should always be stored encrypted in the database, so if it is ever compromised it cannot be read (think SQL injection attack...) Yes, I know, password are always to be stored encrypted in db, etc etc Now, let's analyze it together: 1 - the user inserts a password in a ticket 2 - the content of the ticket is encrypted by SSL, and arrives encrypted to our server: no "man in the middle", no traffic sniffing... 3 - SSL decrypt the ticket, and so also the password, which is plain 4 - Do I need to encryt the password to store in on my server? Really? Ok. And what key do I need to use to encrypt it? But, mostly important: WHO IS AUTHORIZED TO KNOW THAT KEY? If your company is something different from a "one man company", you'll have a bunch of collaborators who will be authorize to retrieve that password... do I need to distribute that key to each of them? Well, but a key who is distributed to more then one is no more private but is a public key, so the encryption is useless... 😄 So: you need to protect your db, where you have not only that (temporary) password sent to you by your customer in a ticket, but a lot of other sensible data... Because if anyone can violate your WHMCS db, you have big issues.... and that temporary password sent in a ticket is the last and less important of your problems... 😉 0 Quote Link to comment Share on other sites More sharing options...
0 bendrop Posted October 26, 2018 Share Posted October 26, 2018 On 23/10/2018 at 2:00 AM, Remitur said: Yes, I know, password are always to be stored encrypted in db, etc etc Now, let's analyze it together: 1 - the user inserts a password in a ticket 2 - the content of the ticket is encrypted by SSL, and arrives encrypted to our server: no "man in the middle", no traffic sniffing... 3 - SSL decrypt the ticket, and so also the password, which is plain 4 - Do I need to encryt the password to store in on my server? Really? Ok. And what key do I need to use to encrypt it? But, mostly important: WHO IS AUTHORIZED TO KNOW THAT KEY? If your company is something different from a "one man company", you'll have a bunch of collaborators who will be authorize to retrieve that password... do I need to distribute that key to each of them? Well, but a key who is distributed to more then one is no more private but is a public key, so the encryption is useless... 😄 So: you need to protect your db, where you have not only that (temporary) password sent to you by your customer in a ticket, but a lot of other sensible data... Because if anyone can violate your WHMCS db, you have big issues.... and that temporary password sent in a ticket is the last and less important of your problems... 😉 The key is kept in the php config file on the webserver - so WHMCS will transparently decrypt the data as it needs to be seen (this is how it works currently for the server passwords and credit card information) Of course if your WHMCS is root compromised (so they can upload rogue php files) - then you're totally stuffed, but if it's a SQL injection, or just the mySQL server that is hacked - at least the sensitive data will stay safe. 0 Quote Link to comment Share on other sites More sharing options...
0 Remitur Posted October 27, 2018 Share Posted October 27, 2018 On 10/26/2018 at 3:03 PM, bendrop said: The key is kept in the php config file on the webserver - so WHMCS will transparently decrypt the data as it needs to be seen (this is how it works currently for the server passwords and credit card information) If you use a single, local key, it's useless: if the server is compromised, also the key will be violated. So, you need a second key, stored elsewhere... and the issue is: where? And who can get it? BTW: protect a mysql server is much more easier than a web server: you know exactly what IP are authorized to access to that mysql server, what ports, what's the entity of traffic... you can inject whatever code you want in mysql, you'll be able to delete the data, but if you want to retrieve data from it you'll need to get control of a web server authorized to connect to it. 0 Quote Link to comment Share on other sites More sharing options...
0 inspire Sayan Posted December 13, 2018 Share Posted December 13, 2018 thank you so much. I tried but there isn't what I'm looking for 😞 0 Quote Link to comment Share on other sites More sharing options...
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caygri
Hello,
I have small company, i'm web agency and i see some my competitors use whmcs to manage client and project.
In the past i use sometimes whmcs but i dont if I can do all this things (I'm avaible to pay module):
With WHMCS can i do all this?
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