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
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
Credit Card Information
Send Email
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
- Define Number Of Columns To Display Tabs
Services Amount:
- Define If Product/Domain Status Is Shown
- Define Additional Links To Show
- Define Number Of Visible Lines
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:
- Define Number Of Visible Lines
- Define Number Of Columns To Display Tabs
- Select Statuses Of Invoices To Count And Display
Quotes:
- Define Number Of Visible Lines
- Define Number Of Columns To Display Tabs
- Select Stages Of Invoices To Count And Display

General Info:

Multi-Language Support
Supports PHP 5.6 Up To PHP 7.3
Supports WHMCS V7.8 And 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!

1 year ago
Version Number 1.6.1

Version Compatibility

Compatible with WHMCS v7.10

Full Version Compatibility

Selected versions of WHMCS v7.10
7.10.0
All versions of WHMCS v7.9
All versions of WHMCS v7.8

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

v1.7.1 Released April 6th, 2020

Latest Version

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

Previous Versions

v1.7.0 Released February 26th, 2020

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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

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*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

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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

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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

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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

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