Client Profile Viewer For WHMCS

Client Profile Viewer For WHMCS

Developed By ModulesGarden

Compatible with WHMCS v8.8

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


  • 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



5 stars
4 stars
3 stars
2 stars
1 star

N S @jk5851

May 30, 2024 at 01:59:59 PM

Such a time saver, love it...

  • 3 weeks ago

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
  • 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.

Developed By ModulesGarden


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


Previous Versions

v1.8.4 Released November 21st, 2022

View/hide detailed changelog

  • New Feature: WHMCS V8.6 support
  • New Feature: Support for PHP 8.1 version
  • Changed: Requires ionCube Loader V12 or later
  • Removed: Support for WHMCS V8.2 and previous
  • Removed: Support for PHP 7.2 version
  • Bug Fix: The client details pop-up window will now properly work with the WHMCS global search engine - case #185


v1.8.3 Released June 14th, 2022

View/hide detailed changelog

  • New Feature: WHMCS V8.5 support
  • Removed: Support for WHMCS V8.1 and previous
  • Bug Fix: Fixed issue with displaying the popup window in "Support Tickets" sections on WHMCS V8.4 and later
  • Bug Fix: Eliminated "An error occurred while communicating with the server" error when trying to open the credit cart information on the latest WHMCS version
  • Bug Fix: Fixed cases when the "Recent Emails" entries were not displayed in the popup window


v1.8.2 Released January 21st, 2022

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  • New Feature: WHMCS V8.4 support


v1.8.1 Released October 5th, 2021

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  • New Feature: WHMCS V8.3 support
  • Removed: Support for WHMCS V7.10 and previous
  • Removed: Support for PHP 7.1 version


v1.8.0 Released February 17th, 2021

View/hide detailed changelog

  • New Feature: WHMCS V8.1 support
  • New Feature: Added "List Of Users" widget to display users associated with the client profile (WHMCS V8.0 and later)
  • New Feature: Added "Recent Emails" widget to display the last messages delivered to the client
  • New Feature: Split displayed widgets into one, two, or three columns to take full advantage of the available screen space
  • Improvement: Added "Add Credit Card" shortcut into "Quick Actions" widget
  • Improvement: The list of available widgets for configuration will be now sorted alphabetically
  • Bug Fix: Added missing language records to the language file
  • Bug Fix: Minor adjustments related to setting the client's color status
  • Bug Fix: Corrected displaying the given number of letters shown before opening notes
  • Bug Fix: Other code corrections and improvements


v1.7.2 Released September 21st, 2020

View/hide detailed changelog

  • New Feature: WHMCS V8.0 and PHP 7.4 support
  • Removed: Support for PHP 7.0 and previous
  • Removed: Support for WHMCS V7.8 and previous
  • Bug Fix: Resolved problem with the lack of all available administrator roles in the "Permission to manage" field when activating an addon module - case #156


v1.7.1 Released April 6th, 2020

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  • New Feature: WHMCS V7.10 support
  • Removed: Support for WHMCS V7.7 and previous


v1.7.0 Released February 26th, 2020

View/hide detailed changelog

  • New Feature: WHMCS V7.9 support
  • New Feature: Send "Email Message" through the new widget
  • New Feature: Display client's "Credit Card Information" in the new dedicated widget
  • Improvement: Edit "Client Notes" and "Client Custom Notes"
  • Improvement: Define the maximum number of records visible at once in the Invoices/Quotes/Services widgets and show more when needed
  • Improvement: You can now divide Tickets/Quotes/Invoices widgets view into up to four columns
  • Improvement: Added support for counting all remaining statuses of products, product addons and domains
  • Removed: Support for WHMCS V7.6 and previous
  • Bug Fix: Change of client's status color will now occur immediately, not after page reload
  • Bug Fix: Resolved problem with "Invalid CSRF Protection Token" error that might have occurred when adding file using the "Quick Actions" widget
  • Bug Fix: Other minor code corrections and UI adjustments


v1.6.1 Released December 17th, 2018

View/hide detailed changelog

*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


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

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


v1.5.7 Released April 13th, 2018

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  • 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

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


v1.5.4 Released October 11th, 2016

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  • 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

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  • 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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