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Required action - notes or to-do


fearmydesign

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Is there a way to have WHMCS require a Note or a To-Do item when you first crete a customer on the administration panel? This would force the person entering the new account to write down the next step with this account (i.e. call customer tomorrow to get photos, or start design process, etc)?

 

Thank you

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Iceman - What are action hooks?

 

Even more useful if they could select a pre-configured action from a drop down menu box.

 

This is even better....it would also cool for the program to automatically determine the next step according to a preconfigure settings....just an idea....but can any of this be acomplished currently? Thanks

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