Can we place a note in a client center?

[zippohosting]

We have a need to place a note so that they would appear when a client logs in.

 

Is this possible - we could not find anything on the forums.

 

We want to add a note to a client account that will be VISIABLE to them when they login.

 

Not a email, not a note in the ADMIN area only - one that we add to a client so they can see it when they log in.

 

Not a gloabl announcment - we may have different notes for different clients.

 

For example, maybe we want to tell a client that we need to have them call us - we want to be able to add that note so when they login they would see it maybe on the home page or client center page.

 

Anyone have this or know how to do it?

 

Thanks

[Iceman]

An easy solution for you:

 

1. Setup a custom field.

2. Edit the template to display this custom field on logging in. It will only grab the details for that logged in customer.

 

You will need to make certain though that only the ADMIN can change that custom field data and it is not editiable by the logged in customer.

 

Cheers,

Paul

[jnet]

I need the same thing for easier communication with my client. not opening a support ticket or sending email. but I wish I did not have edit templates

[michelle]

I was just trying to figure this out myself. Would like to be able to add notes for individual customers. Seems there's only a way to do this for Admin.

 

Matt: Maybe something to consider for the next update?

 

Paul: So helpful as usual. Could you provide an example of how this would work (code)?

 

Thanks,

Michelle

[Lethanialist]

What I noticed is that in the admin area for each client, there is an "Admin Notes" section under the "Profile" tab, and a "Notes" tab with a completely separate notes system. I therefore took the "Admin Notes" under "Profile" and a friend who knows a bit more about scripting/PHP/MySQL/Smarty made that the client note feature. The notes show up in the Client Area on the user end.

 

Administrative notes add-on for WHMCS by twostars

Go to:
/lang/

Go through each language file and add this to the bottom:
# Client notes addition
$_LANG["clientareanotes"] = "Administrative notes";
$_LANG["clientareanotesheader"] = "Note";

Translate if you wish, to each individual language.

Now, go to /templates/(your template)/ and open up clientareahome.tpl

Find:
<tr class="clientareatableactive"><td width="70%">{$LANG.clientareanumaffiliates}</td><td width="30%"><strong>{$stats.NumAffiliateAccounts}</strong></td></tr>
<tr class="clientareatableactive"><td width="70%">{$LANG.clientareacreditbalance}{if $addfundsenabled} <a href="clientarea.php?action=addfunds"><img src="images/clientarea/affiliates.gif" border="0" align="absmiddle" alt="" /> {$LANG.addfunds}</a>{/if}</td><td width="30%"><strong>{$currencysymbol}{$stats.Credit} {$currency}</strong></td></tr>
</table>
</td></tr></table>

Underneath, add:
{php}
$result = mysql_query("SELECT notes FROM tblclients WHERE id='".$_SESSION['uid']."'");
while ($row = mysql_fetch_array($result))
	$notes = $row['notes'];
if (!empty($notes))
	{
		{/php}
				<p><strong>{$LANG.clientareanotes}</strong></p>
				<table align="center" style="width:90%" class="clientareatable" cellspacing="1">
				<tr class="clientareatableheading"><td>{$LANG.clientareanotesheader}</td></tr>
				<tr class="clientareatableactive"><td colspan="4">{php}echo $notes;{/php}</td></tr>
				</table>
{php}
	}
{/php}


You are done!

To edit the administrative notes, edit the field "Admin notes" on this page:
http://yourserver/admin/clientsprofile.php?userid=0000000001

[twostars]

If you have any questions about it, please let me know.

I will do my best to help out as you need.

 

~twostars

[Iceman]

Yes, it seems like multiple "Notes" can be created but they are saved in an archive.

 

The "Admin notes" on the other hand seem to be a field entry only and are not archived as such. Once they are altered, that then becomes the only value. Therefore "Admin Notes", used as you mention, would simply mean "Admin Notes to Client".

 

We're also considering a more global Invoicing Notes field as well. At present the notes are only for each individual Invoice. We are thinking of using an "Invoicing Notes to Client" that appear on ALL invoices to THAT specific client.

 

Cheers,

Paul

[twostars]

Yes, it seems like multiple "Notes" can be created but they are saved in an archive.

 

The "Admin notes" on the other hand seem to be a field entry only and are not archived as such. Once they are altered, that then becomes the only value. Therefore "Admin Notes", used as you mention, would simply mean "Admin Notes to Client".

 

We're also considering a more global Invoicing Notes field as well. At present the notes are only for each individual Invoice. We are thinking of using an "Invoicing Notes to Client" that appear on ALL invoices to THAT specific client.

 

Cheers,

Paul

I did not find where the admin notes feature was actually used. It appears to be separate to anything I see.

Hence the reason I used it.

 

I was all for creating a new column *coughs and looks at Lethan*, but we decided that it wasn't in use .. so use it!

[zippohosting]

Hi, I have followed all the steps listed:

 

Go to:

/lang/

 

Go through each language file and add this to the bottom:

# Client notes addition

$_LANG["clientareanotes"] = "Administrative notes";

$_LANG["clientareanotesheader"] = "Note";

 

Translate if you wish, to each individual language.

 

Now, go to /templates/(your template)/ and open up clientareahome.tpl

 

Find:

<tr class="clientareatableactive"><td width="70%">{$LANG.clientareanumaffiliates}</td><td width="30%"><strong>{$stats.NumAffiliateAccounts}</strong></td></tr>

<tr class="clientareatableactive"><td width="70%">{$LANG.clientareacreditbalance}{if $addfundsenabled} <a href="clientarea.php?action=addfunds"><img src="images/clientarea/affiliates.gif" border="0" align="absmiddle" alt="" /> {$LANG.addfunds}</a>{/if}</td><td width="30%"><strong>{$currencysymbol}{$stats.Credit} {$currency}</strong></td></tr>

</table>

</td></tr></table>

 

Underneath, add:

{php}

$result = mysql_query("SELECT notes FROM tblclients WHERE id='".$_SESSION['uid']."'");

while ($row = mysql_fetch_array($result))

$notes = $row['notes'];

if (!empty($notes))

{

{/php}

<p><strong>{$LANG.clientareanotes}</strong></p>

<table align="center" style="width:90%" class="clientareatable" cellspacing="1">

<tr class="clientareatableheading"><td>{$LANG.clientareanotesheader}</td></tr>

<tr class="clientareatableactive"><td colspan="4">{php}echo $notes;{/php}</td></tr>

</table>

{php}

}

{/php}

 

 

You are done!

 

 

I use the default templates so I edited the default template "clientareahome.tpl"

 

Yet, when I place an admin note for a client and then login as the client I do not see anything anywhere that would show my note - I clicked on every item in the client control panel.

 

What am I missing?

[arhost]

Perfect! Thank you

 

@ zippohosting , make sure that you're adding the admin notes under the profile tab and not the Notes tab.

[zippohosting]

Hi,

 

We log in to the Admin Center

We click on clients

We click on the client ID

We click on Profile Tab

We scroll to the botton and we enter our notes

We then hit Save Changes

 

We then go log into the Client Center of the client we entered the note

 

We do not see any type of note. Where would it be?

 

We checked every link in the Customer Client Center and we do not see the note.

 

Thanks

[zippohosting]

I am sorry - the fix did work.

 

We "assumed" we were using the default template - however it appears we were using the "portal" template.

 

Once we made the change in that directory it worked.

 

Thank you.

[vj135]

Go to:

/lang/

 

-- where is that?

 

TIA

[WHMCS Andrew]

/lang/ is a directory in your WHMCS installation on the server

[vj135]

Translate if you wish, to each individual language.

 

is the translation necessary -- or can we simply add english to all the language files. Will it work?

 

TIA

[vj135]

If we wanted to add a note say once a month and still wanted the customer to see the previous notes if he so wished. -- is this possible?

 

Also i want to change the color of my note is its more visible and gets the customers attention right away -- how can i do that?

 

thanks

[Zorro67]

Perfect! Thank you

 

@ zippohosting , make sure that you're adding the admin notes under the profile tab and not the Notes tab.

 

great mod, work fine........ once I picked up on this last part. Dohh!