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Overview

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!

Features

  • Addon Module
    • 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 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
    • 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
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Changelog

v1.6.1 Released: Dec 17th, 2018
Bug Fix
  • The module will no longer generate unwanted "unable to build route path" records in the system activity logs - case #126
  • Fixed issue with "cp_clients_custom_statuses" table that has not been properly created after the module activation - case #127
  • Resolved compatibility issue with CRM For WHMCS module that caused errors in the inspector's console - case #128
v1.6.0 Released: Aug 22nd, 2018
New Feature
  • Multibrand widget - log in to a specified brand as a client if Multibrand For WHMCS module is active
  • Invoices widget - display the list of all the client's invoices with their status, number, amount, payment gateway, creation, due and paid dates
  • Quotes widget - display the list of all the client's quotes with their stage, ID, subject, amount, status, validation and last modification date
  • Tickets widget now allows you to directly access the client's tickets, view their status, number, subject, department, and priority
  • "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
  • Added fields validation to accept only proper numbers in the widgets' configuration
  • 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
  • Resolved issue with the "Add File" feature available from the Quick Actions widget
  • Solved problem with the counters being improperly displayed in the Profile Tabs widget
  • Assorted code corrections
v1.5.8 Released: Apr 26th, 2018
Improvement
  • Added support for the 3.0 version of SMS Center For WHMCS
v1.5.7 Released: Apr 13th, 2018
New Feature
  • WHMCS V7.5 support
  • PHP 7.1 and 7.2 support
v1.5.6 Released: Jun 7th, 2017
New Feature
  • WHMCS V7.2 support
Improvement
  • Status and color display adjustments depending on selected options in the 'Client Custom Status' widget
  • Regulated tooltip closing behavior
Changed
  • Module deactivation no longer deletes addon data from database
  • Moved location of client status information in the 'Client Custom Status' widget
Bug Fix
  • Resolved issue with creation of widget tables in database
  • Corrected errors with tickets compatibility
v1.5.5 Released: Oct 26th, 2016
New Feature
  • PHP 7 support
Bug Fix
  • Minor tweaks
v1.5.4 Released: Oct 11th, 2016
New Feature
  • WHMCS V7 support
v1.5.3 Released: Sep 29th, 2016
Bug Fix
  • Resolved problem affecting module migration
v1.5.2 Released: Aug 2nd, 2016
Changed
  • Rebranded from 'Clients Profiler For WHMCS' to ' Client Profile Viewer For WHMCS'
Bug Fix
  • Minor display tweaks
v1.5.1 Released: Apr 27th, 2016
Bug Fix
  • Support for Windows servers
  • Display status colors
  • Assign tickets
v1.5.0 Released: Sep 9th, 2015
New Feature
  • Quick Actions widget
  • Profile Tabs widget
  • Automatically flag client tickets to assigned admin
  • Display new client tickets assigned to admin
v1.3.0 Released: Jun 3rd, 2015
Others
  • New Widget: Send SMS - Integrated With SMS Center For WHMCS
v1.2.0 Released: Jan 21st, 2015
New Feature
  • Hide tooltip after X seconds
  • View client account status
  • Custom Client Notes - notes amount limit per group
  • Custom Client Notes - notes, displayed in the main tooltip, limit per group
  • Custom Client Notes - the length limit of notes displayed in the main tooltip
  • Services Amount - view domain links (www, whois and intoDNS)
  • Services Amount - define visibility of domain links
  • Move to client summary page through pressing their name
Changed
  • Display full address and country of a client
Others
  • Major fixes of widget display
v1.1.0 Released: Nov 19th, 2014
New Feature
  • Tickets widget - counts client's tickets by status and links to them directly
  • Added links from a tooltip to various parts of system
Changed
  • Income widget - possibility to configure time period for counted invoices
  • Client Admin Notes widget - added possibility to add notes directly from the tooltip
  • Client Notes widget - added possibility to add notes directly from the tooltip
  • Services Amount widget - added possibility to view the list of client's services, product addons and domains
  • Minor GUI improvements
Others
  • Fixed: Client Admin Notes, Client Notes and Client Custom Notes widgets - text wrapping issue
  • Fixed: Income widget - use client currency fixed
  • Fixed: Minor fixes
v1.0.1 Released: Oct 30th, 2014
Bug Fix
  • Display of loader gif
v1.0.0 Released: Oct 29th, 2014
Launch
  • Initial Release
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Reviews

  • 6 months ago
    We love the way this Client Profile Viewer gives us a birds eye view of the client account vitals just by hovering the mouse. We were constantly waiting for pages to re-load when managing these accounts, and it was sinking efficiency levels. This saves us time from having to switch screens, really handy!
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