Quotes Automation For WHMCS
Contents |
About Quotes Automation For WHMCS
| Quotes Automation 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 this and many more organized in convenient widgets will be displayed each time you hover over a client's name. |
- Admin Area Features:
| ✔ Feature |
| ✔ Feature |
- General Info:
| ✔ Multi-Language Support |
| ✔ Supports WHMCS V5 and Later |
Installation
| This tutorial will show you how to successfully install and configure Quotes Automation 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 Quotes Automation For WHMCS. |
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| 2. Upload and extract the module into the main WHMCS directory. Files in your WHMCS directory should look like on the following screen. |
| File:QA 2.png |
| 3. When you install Quotes Automation for the first time you have to rename 'license_RENAME.php' file. File is located in 'modules/addons/quotesextended/license_RENAME.php' . Rename it from 'license_RENAME.php' to 'license.php' . |
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| 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' . |
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| 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 'Quotes Automation' and press 'Activate' button. |
| File:QA 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' . |
| File:QA 6.png |
| 7. You have just successfully installed Quotes Automation For WHMCS! You can access your module at 'Addons' → 'Quotes Automation' . |
| File:QA 7.png |
Configuration and Management
| Quotes Automation 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
| In 'Configuration' page you can manage tooltip configurations and add new ones. Each configuration can have multiple admin roles assigned while one admin role can be assigned to only single configuration only. |
| File:QA 8.png |
Add A Configuration
| To add a new configuration press 'Add Configuration' button. |
| File:QA 9.png |
Tips
Common Problems
| 1. When you have problems with connection, check whether your SELinux or firewall does not block ports. |