Revision as of 14:21, 25 November 2015

Admin Client Display Format

Choose the format that your customer's names appear in throughout the admin. For example it may be desirable to display the company name instead of the contact's name.

Client Dropdown Format

Choose the format that your customer’s names appear in the client dropdown throughout the admin.

Disable Full Client Dropdown

Check this option to remove the aforementioned client dropdown. This is used on large databases where the number of clients slows down the loading of pages.

Default to Client Area

Normally when clients and visitors visit your WHMCS installation they are presented with the homepage listing the various pages; client area, submit ticket, view tickets, place order etc. Ticking this option skips this page and takes visitors directly to the client area prompting them to login.

Allow Client Registration

When enabled customers can sign up at /registration.php without ordering a product or service.

Optional Client Profile Fields

The checkboxes ticked here will be optional on the registration and order forms. For example ticking the Phone Number field will mean clients can complete the order process without providing a phone number. Certain modules, particularly domain registrars, may require all the client profile information to function.

Locked Client Profile Fields

When ticked your clients will not be able to update this piece of their contact information via the client area, they will need to contact you to update it. They will be able to view the information, but it will appear as text and not an input field.

Client Details Change Notify

Enabling this option will send an email notification to all admins when a customer changes their contact details.

Marketing Opt-out

When this option is enabled clients will see an option to opt-out of marketing emails on the My Details page of the client area. When composing a mass mail or creating an email marketer rule you will see a "Marketing Email?" checkbox - tick this checkbox so users who have opted-out do not receive this message.

Show Cancellation Link

Enabling will activate the cancellation system. Customers can request cancellation from the product details page, they then appear in Clients > Cancellation Requests along with an email notification and will be processed automatically when the cron runs. For more information refer to this page.

Monthly Affiliate Reports

Sends a monthly report email containing the status of the customer’s affiliate account when active.

Banned Subdomain Prefixes

This setting is used to prevent orders being placed using any of the subdomains listed within the field for products with the free subdomain option enabled. Add new subdomains to block in a comma separated list.

For example the default values will block users from placing orders using a subdomain such as ftp.yourdomain.com.

Credit on Downgrade

Clients will receive a credit on their account pro-rated when downgrading their package using the automated downgrade feature, when enabled.

Display Errors

If at any time you encounter a blank page in the WHMCS system ensure display_errors is enabled in the server's PHP configuration and enable this option and an error should be displayed on-screen to aid troubleshooting. For more information refer to the Troubleshooting Guide.

SQL Debug Mode

This option should remain unticked unless specifically instructed to change it by WHMCS support staff. When enabled any database-related errors will be recorded in the Utilities > Logs > Activity Log.

Hooks Debug Mode

In order to troubleshoot problems with action hooks it may be necessary to log action hook activity, ticking this option will do so to Utilities > Logs > Activity Log.

NOTE: Enabling this option will result in a large number of activity log entries, so should be used sparingly and only when debugging hook problems. It should then be promptly switched off.