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Hosting Quota Notifications 1.X For WHMCS

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Revision as of 13:57, 20 July 2017 by Gregor (Talk | contribs)

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Contents

Fields

Manage 'Fields' fully, add new fields, group them, define statuses and map existing fields.

List Of Fields

Each field, regardless of its type, has its name, description, assigned group and obviously its type.

Available types and validators for each of the types (seen when editing existing field)

  • text: required, min, max, email, url, ip, regex
  • textarea: required, min, max, regex
  • radio: required, min, max
  • checkbox: required, min, max
  • select: required, min, max

On the following screen you can see an example of a dropdown type custom field.
To add a field, press 'Create Field'.

CRM2 53.png

Groups

Place where groups to segregate fields are created. Once you already know how you want to group your fields, create an adequate group.
Name them, assign a color and enable to start using it.
CRM2 54.png

Status

Exactly, just like in case of groups, you may add hare statuses that later on will be used to segregate fields.
Name the new status, assign a color and enable to start using it.
CRM2 55.png

Fields Mapping

'Fields Mapping' option allows you to bond CRM fields with WHMCS standard or client custom fields.

This way during creation a lead from client's ticket or a client from lead, mapped fields will be automatically filled out.

CRM2 56.png
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