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Overview

Client Profile Viewer For WHMCS allows you to preview key information about your clients without the necessity of moving to their profiles. Each time you hover over a client's name, the convenient tooltip will appear including widgets with contact details, purchased products and services, tickets, income and much more.

With the help of the tooltip, you will be able to create various notes and set the status for each client, assign the particular staff member to a client or even log in as a client. From now on all these functions will be always within your grasp thanks to our module! What is more, you will be able to adjust the tooltip according to your needs by defining the type and order of displayed details. Additionally, the module enables adding multiple configurations for different administration roles, each with the individually chosen set of widgets.

Do not hesitate and purchase Client Profile Viewer For WHMCS today to save your priceless time! With our module, vital information about your customers will be always within your reach.

Features

  • Addon Module
    • View The Widgets With Details Of Clients In A Tooltip On Mouseover
    • Drag & Drop Configuration Of Each Widget Displayed In The Tooltip
    • Access Various Parts Of System On Click
    • Configure Admin Roles Assigned To Each Configuration
    • Define The Manner In Which The Tooltip Disappears
    • Define The Delay For Showing The Tooltip
    • Automatically Flag Client Tickets To Assigned Admin
  • Widgets
    • Income
    • 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
  • Widgets Configuration
    • Income:
      • Define The Range Of Income Statistic
    • Tickets:
      • Define Which Statuses Of Tickets Are Counted
    • Services Amount:
      • Define If Product/Domain Status Is Shown
      • Define Which Additional Links Are Shown
    • Client Admin Notes:
      • Define How Much Of A Note Should Be Shown In The Main Tooltip
    • Client Custom Notes:
      • Enable/Disable Notes For All, Group Notes And My Notes
      • Define The Length Of Notes Displayed In The Main Tooltip
      • Define The Limits Of Notes Displayed In The Main Tooltip Per Group
      • Define The 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
  • General Info
    • Multi-Language Support
    • Supports PHP 5.4 Up To PHP 7
    • Supports WHMCS V6 and V7
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Changelog

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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