Client Profile Viewer For WHMCS

ModulesGarden Client Profile Viewer For WHMCS will allow you to preview key data on your customers without the need of moving to their profiles. Whenever you hover over a client's name, a convenient tooltip will appear including widgets with contact details, income, products and services, tickets, invoices and much more.

With this single tooltip, you will be able to add various notes and set the status of each customer, quickly assign a particular staff member or even log in as a client. Moreover, you will be allowed to freely adjust accessible information by defining the type and order of displayed details. In addition, the module will enable you to create multiple configurations for different administration roles, each with an individually chosen set of widgets.

Keep crucial data on your most precious asset always close at hand with Client Profile Viewer For WHMCS. Order the module today to serve your clients better, faster and more comprehensively than ever before!

Addon Module Features:

View Widgets With Client Details In Tooltip On Mouseover
Drag & Drop Configuration Of Each Widget To Change Order
Access Various Parts Of System On Click
Configure Admin Roles Assigned To Each Configuration
Configure Hide Tooltip Option
Define Delay Time To Show Tooltip
Select Number Of Columns To Display Widgets
Automatically Flag Client Tickets To Assigned Admin

Widgets:

Client Admin Notes
Client Custom Notes
Client Custom Status
Client Notes
Credit Card Information
Income
Invoices
List Of Users
Log In As Client
Multibrand - Integrated With Multibrand For WHMCS
Person Assigned
Profile Tabs
Quick Actions
Quotes
Recent Emails
Send Email
Send SMS - Integrated With SMS Center For WHMCS
Services Amount
Tickets

Widgets Configuration:

Client Admin Notes:
- Define Visible Note Length In Tooltip
Client Custom Notes:
- Enable/Disable Notes For All, Group Notes And My Notes
- Define Notes Length Displayed In Tooltip
- Define Limits Of Notes Displayed In Tooltip Per Group
- Define Limit Of Notes Per Group
Client Custom Status:
- Define Whether To Show Client Status Before Their Name
- Define Whether To Color Client Name
Client Notes:
- Define Limit Of Notes Displayed In Tooltip
- Define Notes Length Displayed In Tooltip
Income:
- Select Range Of Income Statistic
Invoices:
- Define Number Of Lines
- Define Number Of Columns To Display Tabs
- Select Statuses Of Invoices To Count And Display
Log In As Client:
- Define Whether To Open In New Tab
Profile Tabs:
- Define Visible Options
- Define Number Of Columns To Display Tabs
Services Amount:
- Define If Product/Domain Status Is Shown
- Define Additional Links To Show
- Define Number Of Lines
Tickets:
- Select Statuses Of Tickets To Count And Display
- Define Number Of Columns To Display Tabs
Quick Actions:
- Define Visible Options
Quotes:
- Define Number Of Lines
- Define Number Of Columns To Display Tabs
- Select Stages Of Invoices To Count And Display

General Info:

Multi-Language Support
Supports PHP 8.1 Back To PHP 7.4
Supports WHMCS V8.8 Back To WHMCS V8.6
Requires ionCube Loader V12 Or Later
Easy Module Upgrade To Open Source Version

Reviews

5 stars

4 stars

3 stars

2 stars

1 star

Taylor George @taylor3908

January 23, 2019 at 03:21:34 AM

In the web industry, more and more it seems that time is money, and the concepts of time value of money is the "master key" to success. This module helps me by saving me time. It puts everything I need all at a glance. No more hunting around trying to find all of the client details. HUGE TIME SAVER!

5 years ago
Version Number 1.6.1

Version Compatibility

Compatible with WHMCS v8.8

Full Version Compatibility

Selected versions of WHMCS v8.8
8.8.0
All versions of WHMCS v8.7
All versions of WHMCS v8.6

Support for this product

The best place to start if you need help with a specific product is to contact the developer. All WHMCS Marketplace developers have both a website and support URL listed.

Visit Website Contact Support

Developed By ModulesGarden

Changelog

v1.9.0 Released October 25th, 2023

Latest Version

New Feature: WHMCS V8.8 support
New Feature: Define the length and number of client notes displayed in the widget preview
New Feature: Define the text color when adding client notes
New Feature: Choose whether the action of the "Log In As Client" button should be executed in the current or a new window
Changed: Adjusted module's catalog and files naming to better correspond with the current module name Important: After the module's update the owners of the new version will have to deactivate the previous addon module, activate a new one as well as provide and reissue their license key due to that catalog name change
Removed: Support for WHMCS V8.5 and previous
Removed: Support for PHP 7.3 version
Bug Fix: Solved cases where the expandable action window did not appear directly next to the corresponding widget
Bug Fix: Corrected wrapping of long character strings for client custom notes that caused them to go outside the widget area
Bug Fix: Resolved problems with the widget action window disappearing on the Firefox browser when trying to change the status color, assignment, client custom note, or email subject
Bug Fix: The "Number of Lines" field related to the invoices configuration widget will no longer be displayed next to the invoice number on the widget itself
Bug Fix: A long text of the client note will now be accordingly shortened on the widget preview
Bug Fix: Eliminated problem with logging in as a client if the admin area URL has been customized
Bug Fix: Resolved issue where specific widgets could not always be displayed for the selected number of columns
Bug Fix: The tooltip window will now properly appear when trying to hoover over the client's name in the admin area invoice details - case #189
Bug Fix: Eliminated number of "Uncaught SyntaxError: Unexpected token (...)" errors that could be visible in the browser developer console
Bug Fix: Other minor code corrections