Client Profile Viewer For WHMCS
|Client Profile Viewer For WHMCS is a module which was created to gather all the key information about each of your clients in one simple tooltip.|
Contact details, purchased products and services, income – all of these and many more organized in convenient widgets will be displayed each time you hover over a client's name.
- Addon Module Features:
|✔ View The Widgets With Details Of Clients In A Tooltip On Mouseover|
|✔ Drag & Drop Configuration Of Each Widget Displayed In The Tooltip|
|✔ Access Various Parts Of System On Click|
|✔ Configure Admin Roles Assigned To Each Configuration|
|✔ Define The Manner In Which The Tooltip Disappears|
|✔ Define The Delay For Showing The Tooltip|
|✔ Automatically Flag Client Tickets To Assigned Admin|
|✔ Services Amount|
|✔ Client Admin Notes|
|✔ Client Notes|
|✔ Client Custom Notes|
|✔ Client Custom Status|
|✔ Quick Actions|
|✔ Profile Tabs|
|✔ Person Assigned|
|✔ Log In As Client|
|✔ Send SMS - Integrated With SMS Center For WHMCS (read more)|
- Widgets Configuration:
|✔ Define The Range Of Income Statistic|
|✔ Define Which Statuses Of Tickets Are Counted|
|✔ Services Amount:|
|✔ Define If Product/Domain Status Is Shown|
|✔ Define Which Additional Links Are Shown|
|✔ Client Admin Notes:|
|✔ Define How Much Of A Note Should Be Shown In The Main Tooltip|
|✔ Client Custom Notes:|
|✔ Enable/Disable Notes For All, Group Notes And My Notes|
|✔ Define The Length Of Notes Displayed In The Main Tooltip|
|✔ Define The Limits Of Notes Displayed In The Main Tooltip Per Group|
|✔ Define The Limits Of Notes Per Group|
|✔ Client Custom Status:|
|✔ Define Whether To Show Client Status Before Their Name|
|✔ Define Whether To Color Client Name|
|✔ Quick Actions:|
|✔ Define Visible Options|
|✔ Profile Tabs:|
|✔ Define Visible Options|
|✔ Define Amount Of Columns To Display Tabs|
- General Info:
|✔ Multi-Language Support|
|✔ Supports PHP 5.3 Up To PHP 7|
|✔ Supports WHMCS V6 and V7|
|This tutorial will show you how to successfully install and configure Client Profile Viewer For WHMCS. |
We will guide you step by step through the whole installation and configuration process.
|1. Log in to your client area and download Client Profile Viewer For WHMCS.|
|2. Upload and extract the module into the main WHMCS directory.|
Files in your WHMCS directory should look like on the following screen.
|3. When you install Client Profile Viewer for the first time you have to rename 'license_RENAME.php' file.|
File is located in 'modules/addons/clientsprofiler/license_RENAME.php' . Rename it from 'license_RENAME.php' to 'license.php' .
|4. In order to configure your license key, you have to edit the previously renamed 'license.php' file .|
Enter your license key between quotation marks as presented on the following screen. You can find your license key in your client area → 'My Products' .
|5. Now you have to activate the module in your WHMCS system. |
Log in to your WHMCS admin area. Go to 'Setup' → 'Addon Modules' . Afterwards, find 'Client Profile Viewer' and press 'Activate' button.
|6. In the next step you need to permit access to this module.|
To do so, click on 'Configure' button, tick 'Full Administrator' and press 'Save Changes' .
|7. You have just successfully installed Client Profile Viewer For WHMCS!|
You can access your module under 'Addons' → 'Client Profile Viewer' .
Configuration and Management
|Client Profile Viewer For WHMCS is a module which allows you to quickly display clients' details across the WHMCS.|
Additionally, you can easily configure access to the clients' information depending on the admin role.
|In 'Configuration' page you can manage tooltip configurations as well as add new ones.|
Each configuration can have multiple admin roles assigned while one admin role can be assigned to a single configuration only.
|To add a new configuration, press 'Add New Configuration' button.|
|Afterwards, fill in 'Configuration Name'.|
Add admin roles through choosing each of them from a dropdown menu and pressing 'Add'.
|If you wish to change the order in which widgets are displayed, simply drag widget to a desired location and drop it.|
|Press 'Create' to confirm creation of the configuration.|
|Some of the widgets may have additional configuration, more information about them can be found in this subsection.|
|Client Admin Notes
|Client Custom Notes
|Client Custom Status
|Send SMS (Sold Separately)
| 'Settings' page contains global settings for the module such as:|
|Tooltip will be displayed across the WHMCS admin area, wherever client's name is displayed.|
On the following screen you can see a client tooltip in 'Clients' → 'View/Search Clients' .
Assigned Admin To Client
|Allows you to assign admin to specific client.|
Admin assigned is visible only from the tooltip.
|Once an admin is assigned they can automatically assign new tickets to the client and then stop assigning them.|
Client Custom Status
|Enables you to assign custom status and color to a client.|
|Quick redirection to tabs in client's profile.|
|Move directly form clients profile tooltip to a chosen action section.|
Client Notes - Admin Notes, Notes And Custom Notes
|The screen presents three different widgets in fact, each of them displays notes from a different part of the system.|
Additionally, as you can see on the following screen, you can see the number of notes added and a maximum number of notes you can add.
|'Income' widget displays the summary value of paid invoices as well as those still waiting for payment.|
Log In As Client
|This widget allows you to quickly log in as a client.|
Press 'Log In As Client' to do so.
|Here you can find client's products, product addons and domains counted by their status.|
Additionally, you can view all the items in the tooltip along with various links as shown on the screen below.
|'Tickets' widget counts your client's tickets by status and provides a direct link to them.|
|'Send SMS' widget allows quick sending text messages. This functionality is available only if SMS Center For WHMCS is activated!|
|1. If you wish some specific information like income to be visible at the top of the tooltip, simply change its position in the configuration.|
Drag and drop the desired widget box in a required position.
|1. When you have problems with connection, check whether your SELinux or firewall does not block ports.|