Client Profile Viewer For WHMCS

Client Profile Viewer For WHMCS

Developed By ModulesGarden

Compatible with WHMCS v7.6

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
  • Automatically Flag Client Tickets To Assigned Admin

Widgets:

  • Income
  • Invoices
  • Quotes
  • Tickets
  • Services Amount
  • Client Admin Notes
  • Client Notes
  • Client Custom Notes
  • Client Custom Status
  • Quick Actions
  • Profile Tabs
  • Person Assigned
  • Log In As Client
  • Send SMS - Integrated With SMS Center For WHMCS
  • Multibrand - Integrated With Multibrand For WHMCS

Widgets Configuration:

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

General Info:

  • Multi-Language Support
  • Supports PHP 5.6 Up To PHP 7.2
  • Supports WHMCS V7.2 And Later
  • Easy Module Upgrade To Open Source Version

 

Reviews

5 stars
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4 stars
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3 stars
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2 stars
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1 star
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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!

  • 8 months ago

Version Compatibility


Compatible with WHMCS v7.6

Full Version Compatibility


  • Selected versions of WHMCS v7.6
        7.6.0
  • All versions of WHMCS v7.5
  • All versions of WHMCS v7.4
  • Selected versions of WHMCS v7.3
        7.3.0
  • All versions of WHMCS v7.2

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.

Developed By ModulesGarden

Changelog

v1.6.1 Released December 17th, 2018

Latest Version


*Bug Fix: The module will no longer generate unwanted "unable to build route path" records in the system activity logs - case #126 *Bug Fix: Fixed issue with "cp_clients_custom_statuses" table that has not been properly created after the module activation - case #127 *Bug Fix: Resolved compatibility issue with CRM For WHMCS module that caused errors in the inspector's console - case #128

 

Previous Versions


v1.6.0 Released August 22nd, 2018

View/hide detailed changelog

  • New Feature: Multibrand widget - log in to a specified brand as a client if Multibrand For WHMCS module is active
  • New Feature: Invoices widget - display the list of all the client's invoices with their status, number, amount, payment gateway, creation, due and paid dates
  • New Feature: Quotes widget - display the list of all the client's quotes with their stage, ID, subject, amount, status, validation and last modification date
  • New Feature: Tickets widget now allows you to directly access the client's tickets, view their status, number, subject, department, and priority
  • New Feature: "Create Add Funds Invoice", "Export Client Data" and "Generate Due Invoices" features available in the Quick Actions widget
  • Improvement: The Income widget name includes now the statistics time range
  • Improvement: Added fields validation to accept only proper numbers in the widgets' configuration
  • Improvement: Minor UI and language adjustments
  • Removed: Support for WHMCS V7.1 and previous
  • Bug Fix: Corrected text warping for too long notes in the widgets
  • Bug Fix: Resolved issue with the "Add File" feature available from the Quick Actions widget
  • Bug Fix: Solved problem with the counters being improperly displayed in the Profile Tabs widget
  • Bug Fix: Assorted code corrections

 

v1.5.8 Released April 26th, 2018

View/hide detailed changelog

  • Improvement: Added support for the 3.0 version of SMS Center For WHMCS

 

v1.5.7 Released April 13th, 2018

View/hide detailed changelog

  • New Feature: WHMCS V7.5 support
  • New Feature: PHP 7.1 and 7.2 support

 

v1.5.6 Released June 7th, 2017

View/hide detailed changelog

  • New Feature: WHMCS V7.2 support
  • Improvement: Status and color display adjustments depending on selected options in the 'Client Custom Status' widget
  • Improvement: Regulated tooltip closing behavior
  • Changed: Module deactivation no longer deletes addon data from database
  • Changed: Moved location of client status information in the 'Client Custom Status' widget
  • Bug Fix: Resolved issue with creation of widget tables in database
  • Bug Fix: Corrected errors with tickets compatibility

 

v1.5.5 Released October 26th, 2016

View/hide detailed changelog

  • New Feature: PHP 7 support
  • Bug Fix: Minor tweaks

 

v1.5.4 Released October 11th, 2016

View/hide detailed changelog

  • New Feature: WHMCS V7 support

 

v1.5.3 Released September 29th, 2016

View/hide detailed changelog

  • Resolved problem affecting module migration

 

v1.5.2 Released August 2nd, 2016

View/hide detailed changelog

  • Changed: Rebranded from 'Clients Profiler For WHMCS' to ' Client Profile Viewer For WHMCS'
  • Bug Fix: Minor display tweaks

 

v1.5.1 Released April 27th, 2016

View/hide detailed changelog

  • Bug Fix: Support for Windows servers
  • Bug Fix: Display status colors
  • Bug Fix: Assign tickets

 

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