Difference between revisions of "Support Center"

From WHMCS Documentation

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WHMCS includes a fully featured help desk for your clients.  This includes announcements, downloads, a knowledgebase, and a ticketing system.
 
 
==Announcements==
 
 
The announcements system, in addition to showing announcements on the WHMCS homepage, will also output announcements into an XML RSS Feed for use in readers and on other websites.
 
 
To create an announcement:
 
 
#Go to '''Support > Announcements''' and click Add New Announcement.
 
#Enter the date, title, and announcement itself into the appropriate fields.
 
#If the announcement should be available publicly, check the Published? checkbox. This lets you draft, save, and publish an article at a later date.
 
#If you operate in multiple languages, click the language beneath the main text area to reveal an additional text area into which you can translate the article.
 
#Click Save Changes.
 
 
To edit or delete an existing announcement, click the respective icon next to it.
 
 
==Downloads==
 
 
You can add downloads to the site for your users. This could be product user manuals, relevant software utilities, or even the actual products you sell. You can host them locally or remotely.
 
 
To create a category to contain downloads:
 
#Go to '''Support > Downloads''' and click the Add Category tab.
 
#Enter a name and description to display to clients.
 
#Select the Hide checkbox to make this category invisible. If you enable this, the category only be available via direct links.
 
#Click Add Category.
 
#Click the Add Download tab to enter the file type, title, and description of the file.
 
#In the Upload File section, select the location of the file. If the file is large, we recommend that you upload it via FTP and select the Manual FTP Upload to Downloads Folder option. For smaller files, the Upload File can make the process easier.
 
#'''Manual FTP Upload to Downloads Folder''' — For remotely-hosted files, enter the full URL to the files, starting with http:// in the Enter Filename field. For files uploaded via FTP to the /downloads directory, only enter the filename.
 
#'''Upload File''' — Click the Browse button and locate the file on your computer. It will upload to the /downloads directory. Downloads can be either public or private, and, if private, only logged in users will have access to them.  You can also specify certain products that clients can only download once they purchase the associated package: [[Product Downloads Distribution]]
 
#Click Add Download.
 
 
To edit an existing download, click the category name and then the download name.
 
 
==Knowledgebase==
 
 
{{:Knowledgebase}}
 
 
==Support Tickets==
 
 
The support ticket system is a fully featured ticket desk that allows you to handle all communication with your clients. The available features include threaded discussions, private notes, ticket flagging, varying priority levels, and auto inactive ticket closing. For more information, see [[Support Tickets|Support Ticket System]].
 
 
==Network Issues==
 
 
The network issues area is a dedicated area for you to make announcements to customers about current and scheduled or planned service-affecting issues, separate from your main news and announcements feed. For example, you could use this to notify clients about current or planned server outages, software updates, and planned maintenance.
 
 
For details, visit the [[Network Issues]] page.
 
 
 
==Search Engine Friendly URLS==
 
==Search Engine Friendly URLS==
<div class="docs-alert-info"><i class="fa fa-question-circle"></i> This section describes a feature available in version 7.2 and above.</div>
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<div class="docs-alert-info"><i class="fa fa-question-circle"></i> This section describes a feature in version 7.2 and above.</div>
Search Engine Friendly URLs allow a URL that was "<tt>/knowledgebase.php?action=view&id=1</tt>" to become "<tt>/knowledgebase/1/How_do_I_access_my_control_panel.html</tt>".  You can enable these for the MarketConnect landing pages, announcements, downloads, and knowledgebase sections of the WHMCS client area.  
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Search Engine Friendly URLs allow a URL that was <tt>/knowledgebase.php?action=view&id=1</tt> to become <tt>/knowledgebase/1/How_do_I_access_my_control_panel.html</tt>.  You can enable these for the MarketConnect landing pages, announcements, downloads, and knowledgebase sections of the WHMCS client area.  
  
 
To do this in an Apache environment:
 
To do this in an Apache environment:
  
# Navigate to '''Setup > General Settings > General tab'''.
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# Navigate to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings > General'''.
# Change the Friendly URLs menu to ''Fully Friendly Rewrite''.
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# Change the '''Friendly URLs''' menu setting to ''Fully Friendly Rewrite''.
# Click Save Changes.
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# Click '''Save Changes'''.
  
 
For IIS environments, you must check whether the URL rewrite module [http://learn.iis.net/page.aspx/460/using-the-url-rewrite-module/ is installed for IIS]. Then, set up the rewrite rules as follows:
 
For IIS environments, you must check whether the URL rewrite module [http://learn.iis.net/page.aspx/460/using-the-url-rewrite-module/ is installed for IIS]. Then, set up the rewrite rules as follows:
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#Open IIS Manager.
 
#Open IIS Manager.
 
#Browse to the site you want to add the rule to.
 
#Browse to the site you want to add the rule to.
#In the right pane, double-click and select urlrewrite.
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#In the right pane, double-click and select ''urlrewrite''.
#On the right side inbound rules, select import rules.
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#On the right side inbound rules, select ''import rules''.
#Extract the mod_rewrite rules from the WHMCS -> General Settings -> Advanced Settings button for Friendly URL Setting -> Rewrite File.
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#Extract the mod_rewrite rules from the WHMCS's rewrite file at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings > Advanced Settings > Friendly URL'''.
#Paste those rules into the into rewrite rules field.
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#Paste those rules into the into ''rewrite rules'' field.
#Click Apply to complete the process.
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#Click '''Apply''' to complete the process.
  
 
===Notes===
 
===Notes===
Search Engine Friendly URLS only support Latin characters (a-z, 0-9) in the title. The system converts any unsupported characters into a dash (-).
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Search Engine Friendly URLS only support Latin characters (<tt>a-z</tt>, <tt>0-9</tt>) in the title. The system converts any unsupported characters into a dash (<tt>-</tt>).

Revision as of 13:48, 4 August 2020

Search Engine Friendly URLS

This section describes a feature in version 7.2 and above.

Search Engine Friendly URLs allow a URL that was /knowledgebase.php?action=view&id=1 to become /knowledgebase/1/How_do_I_access_my_control_panel.html. You can enable these for the MarketConnect landing pages, announcements, downloads, and knowledgebase sections of the WHMCS client area.

To do this in an Apache environment:

  1. Navigate to Configuration () > System Settings > General Settings > General.
  2. Change the Friendly URLs menu setting to Fully Friendly Rewrite.
  3. Click Save Changes.

For IIS environments, you must check whether the URL rewrite module is installed for IIS. Then, set up the rewrite rules as follows:

  1. Open IIS Manager.
  2. Browse to the site you want to add the rule to.
  3. In the right pane, double-click and select urlrewrite.
  4. On the right side inbound rules, select import rules.
  5. Extract the mod_rewrite rules from the WHMCS's rewrite file at Configuration () > System Settings > General Settings > Advanced Settings > Friendly URL.
  6. Paste those rules into the into rewrite rules field.
  7. Click Apply to complete the process.

Notes

Search Engine Friendly URLS only support Latin characters (a-z, 0-9) in the title. The system converts any unsupported characters into a dash (-).