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Client Area Popup For WHMCS

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(→‎Configuration and Management)
(→‎About Client Area Popup For WHMCS)
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*'''Addon Module Features:'''
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*'''Addon Area Features:'''
 
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|style="padding: 10px 0px 0px 30px;"|✔  
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|style="padding: 10px 0px 0px 30px;"|✔ Create Pop-ups Using Predefined Styles
 
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|style="padding: 0px 0px 0px 30px;"|✔  
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|style="padding: 0px 0px 0px 30px;"|✔ Preview Pop-up With Single Click
 
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|style="padding: 0px 0px 0px 30px;"|✔  
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|style="padding: 0px 0px 0px 30px;"|✔ Archive Pop-ups For Latter Use
 
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|style="padding: 0px 0px 0px 30px;"|✔  
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|style="padding: 0px 0px 0px 30px;"|✔ View Pop-up Restrictions
 
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|style="padding: 0px 0px 0px 30px;"|✔  
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|style="padding: 0px 0px 0px 30px;"|✔ View Number of Pop-up Displays
 
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|style="padding: 0px 0px 0px 30px;"|✔  
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|style="padding: 0px 0px 10px 30px;"|✔ Create Styles And HTML ?? To Be Used By Pop-up  ?? to kiepsko brzmi, ale nie wiem co zrobić z tym htmlem
 
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*''']Client Area Features:'''
 
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|style="padding: 0px 0px 10px 30px;"|✔  
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|style="padding: 10px 0px 0px 30px;"|✔ View Pop-up If Restrictions Are Met
 
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*'''Widgets:'''
 
 
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|style="padding: 10px 0px 0px 30px;"|✔  
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|style="padding: 0px 0px 10px 30px;"|✔ Close Pop-up Permanently
 
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*'''Pop-up Features:'''
 
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|style="padding: 0px 0px 0px 30px;"|✔
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|style="padding: 10px 0px 0px 30px;"|✔ Define Pop-up Restrictions:
 
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{|
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|style="padding: 0px 0px 0px 30px;"|✔  
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|style="padding: 0px 0px 0px 45px;"|✔ Display Frequency - How Often Pop-up Should Be Displayed
 
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|style="padding: 0px 0px 0px 30px;"|✔
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|style="padding: 0px 0px 0px 45px;"|✔ Hide  - Client Can Close Pop-up Permanently
 
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|style="padding: 0px 0px 0px 30px;"|✔  
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|style="padding: 0px 0px 0px 45px;"|✔ Pages - Define Pages Where Pop-Up Is Displayed
 
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|style="padding: 0px 0px 0px 30px;"|✔  
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|style="padding: 0px 0px 0px 45px;"|✔ Languages - Required Client Languages
 
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|style="padding: 0px 0px 0px 30px;"|✔  
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|style="padding: 0px 0px 0px 45px;"|✔ User Groups -?
 
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|style="padding: 0px 0px 0px 30px;"|✔  
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|style="padding: 0px 0px 0px 45px;"|✔ Active Products -?
 
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|style="padding: 0px 0px 0px 30px;"|✔  
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|style="padding: 0px 0px 0px 45px;"|✔ Active Products In Groups -?
 
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|style="padding: 0px 0px 10px 30px;"|✔  
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|style="padding: 0px 0px 0px 45px;"|✔ Active Products With Servers -?
 
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*'''Widgets Configuration:'''
 
 
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|style="padding: 10px 0px 0px 30px;"|✔  
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|style="padding: 0px 0px 0px 45px;"|✔ Active Domains Using TLDs -?  tuatj nei dajemy opisów? tak jak w 4 opcjach wyżej
 
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|style="padding: 0px 0px 0px 45px;"|✔
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|style="padding: 0px 0px 0px 30px;"|✔ Define Time Frames For Pop-up To Be Shown
 
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{|
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|style="padding: 0px 0px 0px 30px;"|✔
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|style="padding: 0px 0px 0px 30px;"|✔ Define Pop-up Size
 
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|style="padding: 0px 0px 0px 45px;"|✔
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|style="padding: 0px 0px 0px 30px;"|✔ Assign Style To Pop-up
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|style="padding: 0px 0px 0px 30px;"|✔  
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|style="padding: 0px 0px 0px 45px;"|✔
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|style="padding: 0px 0px 0px 30px;"|✔ Choose Type And Provide Pop-up Content:
 
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|style="padding: 0px 0px 0px 45px;"|✔
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|style="padding: 0px 0px 0px 45px;"|✔ Raw Text
 
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|style="padding: 0px 0px 0px 30px;"|✔
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|style="padding: 0px 0px 0px 45px;"|✔ HTML
 
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|style="padding: 0px 0px 0px 45px;"|✔  
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|style="padding: 0px 0px 10px 45px;"|✔ Image
 
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*'''General Info:'''
 
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|style="padding: 0px 0px 10px 45px;"|✔  
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|style="padding: 10px 0px 0px 30px;"|✔ Style Editors With Syntax Highlighting
 
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*'''General Info:'''
 
 
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{|
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|style="padding: 10px 0px 0px 30px;"|✔ Multi-Language Support
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|style="padding: 0px 0px 0px 30px;"|✔ Multi-Language Support  
 
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{|
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|style="padding: 0px 0px 30px 30px;"|✔ Supports WHMCS V5 and V6
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|style="padding: 0px 0px 30px 30px;"|✔ Supports WHMCS V5 and Later
 
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Revision as of 10:25, 1 July 2016


Contents

About Client Area Popup For WHMCS

Client Area Popup For WHMCS is a module
  • Addon Area Features:
✔ Create Pop-ups Using Predefined Styles
✔ Preview Pop-up With Single Click
✔ Archive Pop-ups For Latter Use
✔ View Pop-up Restrictions
✔ View Number of Pop-up Displays
✔ Create Styles And HTML ?? To Be Used By Pop-up  ?? to kiepsko brzmi, ale nie wiem co zrobić z tym htmlem
  • ]Client Area Features:
✔ View Pop-up If Restrictions Are Met
✔ Close Pop-up Permanently
  • Pop-up Features:
✔ Define Pop-up Restrictions:
✔ Display Frequency - How Often Pop-up Should Be Displayed
✔ Hide - Client Can Close Pop-up Permanently
✔ Pages - Define Pages Where Pop-Up Is Displayed
✔ Languages - Required Client Languages
✔ User Groups -?
✔ Active Products -?
✔ Active Products In Groups -?
✔ Active Products With Servers -?
✔ Active Domains Using TLDs -? tuatj nei dajemy opisów? tak jak w 4 opcjach wyżej
✔ Define Time Frames For Pop-up To Be Shown
✔ Define Pop-up Size
✔ Assign Style To Pop-up
✔ Choose Type And Provide Pop-up Content:
✔ Raw Text
✔ HTML
✔ Image
  • General Info:
✔ Style Editors With Syntax Highlighting
✔ Multi-Language Support
✔ Supports WHMCS V5 and Later

Installation

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.
CAP 1.png
2. Upload and extract the module into the main WHMCS directory.

Files in your WHMCS directory should look like on the following screen.

CAP 2.png
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' .

CAP 3.png
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' .

CAP 4.png
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.

CAP 5.png
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' .

CAP 6.png
7. You have just successfully installed Client Profile Viewer For WHMCS!

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

CAP 7.png

Configuration and Management

Client Area Popup 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.

Configuration

.....
CAP 8.png

Create Pop-up

To add a ne
CAP 9.png
Afterwards,
CAP 10.png
CAP 11.png
............
CAP 12.png

Advanced Configuration

Some of the widgets may have additional configuration, more information about them can be found in this subsection.
Client Admin Notes
  • 'First Letters' - defines the amount of letters of a note shown in the main tooltip. All notes are available after pressing '+' button.
CAP 13.png
RESTRICTIONS
  • '.......My Notes' - shows 'My Notes' in the main tooltip.
  • '.......' - displays notes visible for my admin role in the main tooltip.
  • '........' - if checked, global notes will be visible in the main tooltip.

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

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

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

Settings

'...........
CAP 16.png

.....

.................
CAP 17.png

Tips

Common Problems

1. When you have problems with connection, check whether your SELinux or firewall does not block ports.
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