My Notes

Each admin has a note area that you can access from throughout WHMCS. These notes are only visible to the admin and any Full Administrators.

You can access this feature at Account > My Notes from anywhere in the Admin Area. You can also access this at Account > My Account in the My Notes text box. Prior to WHMCS 8.0, you can access your notes by clicking My Notes in the top-left corner of every page and in the My Notes admin dashboard widget.

Updating Notes

To update your notes, use either method to access them, make any desired changes, and then click Save Changes.

Full Administrators

Full Administrators can view and edit the notes for any admin by clicking the edit icon at Configuration () > System Settings > Administrator Users or, prior to WHMCS 8.0, Setup > Staff Management > Administrator Users. The notes appear in the Private Notes text box.