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.
The module enables you to not only conveniently preview the information about each customer but also modify it according to your needs.

We will guide you step by step through the whole installation and configuration process.

In the most recent versions of the module, you will find only one package that supports PHP 7.1 and later.

The first one that supports PHP 5.6 up to PHP 7.0, and the second one addressed to PHP 7.1 up to PHP 7.3.
Note: Keep in mind that PHP versions 5.6 up to 7.0 are no longer officially supported and their security issues are not fixed or released any more. Find more info here.

The content of the package to upload should look like this.

File is located in 'modules/addons/clientsprofiler/license_RENAME.php' . Rename it from 'license_RENAME.php' to 'license.php' .

Enter your license key between quotation marks as presented on the following screen. You can find your license key in our client area → 'My Products' .

Log in to your WHMCS admin area. Go to 'Setup' → 'Addon Modules' . Afterwards, find 'Client Profile Viewer' and press 'Activate' button.

To do so, click on 'Configure' button, tick 'Full Administrator' and press 'Save Changes' .

You can access your module under 'Addons' → 'Client Profile Viewer' .

Additionally, you can easily configure access to the clients' information depending on the admin role.

Each configuration can have multiple admin roles assigned while one admin role can be assigned to a single configuration only.
As you can see on the following screen, you can view the list of enabled widgets and assigned admin roles of each configuration.

Add admin roles through choosing each of them from a dropdown menu and pressing 'Add'.
Additionally, select widgets in the configuration the same way you have added admin roles.

• 'First Letters' - defines the number of letters of a note shown in the main tooltip. All notes are available after pressing '+' button.

• 'My Notes' - shows 'My Notes' in the main tooltip.
• 'Group Notes' - displays notes visible for my admin role in the main tooltip.
• 'Notes For All' - if checked, global notes will be visible in the main tooltip.
  
  

• 'My Notes Limit' - defines limit for notes added to 'My Notes' group.
• 'Group Notes Limit' - defines limit for notes added to 'Group Notes' group.
• 'Notes For All Limit' - defines limit for notes added to 'Notes For All' group.
  
  

• 'My Notes View Limit' - defines number of 'My Notes' shown in the main widget.
• 'Group Notes View Limit' - defines number of 'Group Notes' shown in the main widget.
• 'Notes For All View Limit' - defines number of 'Notes For All' shown in the main widget.
  
  

• 'Notes View Length Limit' - defines length of notes, from each group, shown in the main widget.

• 'Inline' - if checked, status is displayed before client's name.
• 'Color' - if checked, client's first and last name are displayed using selected status color.

• 'Range' - enables you to define a time period for invoices taken into consideration.

Define a number of lines you want to be displayed on the widget.

• 'Product Status' - shows product's status
• 'Domain Status' - shows domain's status
• 'Product Domain' - shows domain of a product
  
  

• 'Product Domain WWW' - shows product's domain www link
• 'Product WHOIS' - shows product's domain whois link
• 'Product IntoDNS' - shows product's domain intoDNS link
  
  

• 'Domain WWW' - shows domain www link
• 'Domain WHOIS' - shows domain whois link
• 'Domain IntoDNS' - shows domain intoDNS link

• Tabs Map:

  Select tabs that will be allowed to redirect to from the Client's profile tooltip

• Columns:

  Declare the number of columns to view the chosen tabs

• Select which of the available actions shall be allowed form the client's profile tooltip

• Columns:

  Declare the number of columns to view the chosen tabs

• checkboxes - marking a checkbox enables counting that type of tickets as well as shows direct link to the ticket's list of that type.

• Define:

  the number of columns to view the chosen tabs

  the number of visible lines

• Select required statuses of quotes, only quotes with pointed here statuses will appear in the final widget.

• Define:

  the number of columns to view the chosen tabs

  the number of visible lines

  • checkboxes - marking a checkbox enables counting selected types of invoice.

• 'Send SMS' - allows sending text messages to clients, type in the text in a box on pressing the '+' button.

  Please note that this widget works properly only with SMS Center For WHMCS module purchased, activated and correctly configured!

  For more information on SMS Center For WHMCS, visit its Wiki.

• Hide Tooltip - if checked, tooltip automatically disappears when cursor is moved outside of it.
  
• Show After - defines delay time for showing the tooltip.
  
• Hide After - defines delay time for hiding the tooltip when cursor is outside.

On the following screen you can see a client tooltip in 'Clients' → 'View/Search Clients' .
As you know, tooltip is made of widgets, let us discuss over each of them.
Note: Most of the widget titles are links to specific parts of the WHMCS system.

• Client Admin Notes - manages notes from the client's profile → 'Summary' , additionally it allows you to define a maximum number of letters displayed in the tooltip.
• Client Notes - manages notes from the client profile → 'Notes'.
• Client Custom Notes - enables you to add and edit notes visible in the tooltip only for you, your admin role or all admins.
  

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.

Press 'Log In As Client' to do so.

Additionally, you can view all the items in the tooltip along with various links as shown on the screen below.

As you can see on the screen below, you may log in to the client's brands directly from the tooltip.
Please note that the 'Log In As Client' button is not visible when this feature is on.

Drag and drop the desired widget box in a required position.

Keep in mind there is a quick and easy option in our client area that will let you upgrade the license of your module to an open source version at any time - and at a lower price!
To take advantage of it, simply use the License Upgrade button located on the product's page and a discounted invoice will be generated automatically.