Jump to content

Client Notes


Recommended Posts

Hello,

I am currently customizing the Client Summary page of WHMCS, and am having trouble getting a thing or two to work how I want it. I am looking to take an exact copy of the "Notes" tab, and put it into the "Summary" tab. Would anyone happen to know the code for the contents of the "Notes" tab of a client's profile?

 

Best Wishes,

David

Link to comment
Share on other sites

  • 2 weeks later...
  • 1 year later...

It appears that this has been asked before as well and I don't see that there ever was an answer... Of course I found this post because I would like to do this as well.

 

For the people that ask why we might want this, it is the same reason that "the last 5 emails" show on the summary...."because they can".

 

In the case of the notes, this is actually a usability issue because the only alternative option is to train everyone to never forget to check the notes tab. Why should we have to risk people missing a step?

 

I am not criticizing WHMCS in the slightest here. Clearly a lot of people just don't care about having that information displayed in the summary, but it must be possible.

 

Matt, if you are reading this are we wasting our time trying?

Link to comment
Share on other sites

  • 8 months later...

This would be a nice and useful addition in my opinion. If a client has registered using the domain / hosting email account that is suspended, there is no way to get a message to the customer.

 

I would like to see and option like a check box added to the Notes section to show it on the client area page. It could then be used as both admin and display to the client notes (with time stamps).

Edited by DepotMan
typo
Link to comment
Share on other sites

  • 3 years later...

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.

Guest
Reply to this topic...

×   Pasted as rich text.   Paste as plain text instead

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.

  • Recently Browsing   0 members

    • No registered users viewing this page.
×
×
  • Create New...

Important Information

By using this site, you agree to our Terms of Use & Guidelines and understand your posts will initially be pre-moderated