Client Area Popup For WHMCS

About Client Area Popup For WHMCS

Client Area Popup For WHMCS is a module

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• Widgets:

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• Widgets Configuration:

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• General Info:

✔ Multi-Language Support

✔ Supports WHMCS V5 and V6

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.

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 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

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Create Pop-up

To add a ne

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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.

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

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Common Problems

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