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| | + | WHMCS includes many utilities to help you manage your system. |
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| | ==Link Tracking== | | ==Link Tracking== |
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| − | The link/ad tracker tool is designed to allow you to track your advertising campaigns. The way it works is that you can setup the various links you want to use and then instead of linking directly you use the tracking link WHMCS gives you. It then tracks the number of click throughs you get and ultimately conversions using a cookie, providing an easy way to analyse how successful different promotions and links are. | + | The link tracker allows you to track your advertising campaigns by entering links into WHMCS and using the links that WHMCS pairs with them to detect traffic and conversions. |
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| − | How does it all work? When the click passes through WHMCS the system increments the count by 1, but also sets a cookie on the users computer to say they used that link. Only the latest link they used is ever stored so a conversion never counts more than once, and the cookie lasts for 3 months, so if a user then places an order with that cookie still present on their computer, then the conversions count for that link increases.
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| − | ===How to add a tracked url===
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| − | #Begin by going to '''Utilities > Link Tracking'''
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| − | #Click "Add a New Link"
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| − | #Enter a name to identify the link and then the URL the user should be forwarded to when followed
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| − | #Click Add Link
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| − | #The link has now been added for tracking
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| − | ===How to get the URL to use for tracking===
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| − | #After adding the url for tracking, click the edit icon next to it
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| − | #The Link/URL field on the edit page will show the link you need to use - eg. http://demo.whmcs.com/link.php?id=1
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| − | #You then just link to that URL from wherever you run the promotion
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| − | ===How to monitor the links===
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| − | #To see how your links are doing, just go to Utilities > Link Tracking
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| − | #It then lists the links you've setup for tracking, the number of clicks each has had and the number of conversions (orders)
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| − | ==Browser==
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| − | The browser section allows you to have a communal list of links/favorites that all your staff have access to - for example you might add bookmarks for your domain registrar login page, server bandwidth monitoring pages, server tech support team, etc...
| + | For more information, see [[Link Tracking]]. |
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| | ==Calendar== | | ==Calendar== |
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| | [[File:calendar.png|thumb|The Calendar]] | | [[File:calendar.png|thumb|The Calendar]] |
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| − | The calendar lists all pending, active and suspended products, addons, domains and to-do items on the dates they are due. When used in conjunction with our [http://www.whmcs.com/addons/project-management/ Project Management Addon] it will also display the due date of projects. It allows you to easily see at a glance upcoming payments, domain expiration and projects for each date. | + | The calendar lists all pending, active and suspended products, addons, domains, and to-do items on the dates they are due. |
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| − | You can also add your own events and tasks to the calendar. These can be either one time events or regular recurring events (eg. server payments, admin tasks, etc...) and an even can span multiple days. To add an event, simply click the date you want to add it on and fill in the popup. To edit and event click on it on the scheduled day and a popup will appear to allow adjustments.
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| − | With a lot going on the calendar can get busy so the Show/Hide filters can be used to reduce the amount of data being displayed. Detailed weekly and daily listings are available by clicking the appropriate button in the top right corner of the calendar.
| + | For more information, see [[Calendar]]. |
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| − | A [[Widgets|widget]] is also available on the admin homepage which displays today's events, allows you to see what events are scheduled for any day in the current month and even add new events - directly from the admin summary!
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| | ==To-Do List== | | ==To-Do List== |
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| − | The to do list allows you to add tasks that need to be carried out, the dates they are due for completion by and the admin they are assigned to. To-Do Items can also have an unlimited length description for storing additional information about the task. The To-Do list is accessed via '''Utilities > To-Do List'''. Due items are shown on the admin homepage widget. | + | The to-do list allows you to add tasks that need to be finished, the dates they are due for completion, and the assigned admin. |
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| − | Enabling/disabling of automated domain-related To-Do entry creation is controlled in the [[Domains_Tab|General Settings]].
| + | For more information, see [[To-Do List]]. |
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| | ==Activity Logs== | | ==Activity Logs== |
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| − | WHMCS logs all activity, admin logins, gateway communications, sent and received email communications and domain lookups. This allows you to monitor and track all the activity taking place inside your WHMCS system. The logs can be found in the Utilities menu and include: | + | WHMCS logs all activity, admin logins, gateway communications, sent and received email communications, and domain lookups. This allows you to monitor and track all the activity taking place inside your WHMCS system. |
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| − | *Activity Log
| + | You can find the logs in the left-side menu at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > [[System Logs]]''' or, prior to WHMCS 8.0, '''Utilities > Logs'''. |
| − | *Admin Login Log
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| − | *Gateway Log
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| − | *Ticket Mail Import Log
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| − | *WHOIS Lookup History Log
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| − | Over time, log records in your WHMCS System will build up. As the number of records grows, so will your database and you may begin noticing a reduction in performance. Luckily however, WHMCS allows you to empty these logs any time you like should they start affecting performance. You can see the size of your database by going to Utilities > Database Status. To empty your logs, use the following steps:
| + | ==Database Backups== |
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| − | #Login to your WHMCS Admin Area
| + | WHMCS stores its data in your database and we recommend that you back it up often. You can do this in several ways. |
| − | #Go to Utilities > System Cleanup
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| − | #You will then see options to empty each of the 5 log tables listed above
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| − | #To empty a log table, simply click the Go button next to that table
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| − | #A confirmation message will then appear confirming the log table has been emptied
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| − | ==Database Backups==
| + | For more information, see [[Backups]]. |
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| − | The database is where all your WHMCS data is stored and so is very important. It is therefore recommended that you take regular backups of it. There are 2 built in solutions for automated backing up the database using the daily cron - one is email and the other is an FTP backup to a remote server. Configuration instructions can be found on the [[Backups|Backups Page]].
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| | ==System Cleanup== | | ==System Cleanup== |
| − | With constant daily operations the log files in WHMCS can become quite large, the Cleanup Operations page allows logs to be pruned to reduce the size of the database and reduce disk space. The page is located at '''Utilities > System > System Cleanup'''
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| − | <div class="docs-alert-warning">
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| − | <span class="title">Note:</span><br />
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| − | Take care to only delete information you're certain is no longer required (for audit purposes etc). WHMCS Technical Support may be unable to assist in some matters if the relevant logs have been removed.
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| − | </div>
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| − | ===Empty Gateway Log===
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| − | Clears out the Billing > Gateway Log of communication between you and your payment gateways. Transactions and invoices are unaffected.
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| − | ===Empty Whois Lookup Log===
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| − | Clears out the Utilities > Logs > WHOIS Lookup Log of the domains that have been checked by clients.
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| − | ===Empty Ticket Mail Import Log===
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| − | Clears out the Utilities > Logs > Ticket Mail Import Log of the record of emails piped into the WHMCS ticket system. The tickets themselves are unaffected.
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| − | ===Empty Template Cache===
| + | With constant daily operations, the log files in WHMCS can become very large. Because of this, WHMCS allows you to prune logs to reduce the size of the database and reduce disk space. |
| − | WHMCS caches templates into static files to reduce the loading time of each page. In order for template changes to take effect it is necessary to clear the cached files. | |
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| − | In order to do this one should remove all existing files from the templates_c folder which you can do quickly and easily using this option. Please ensure the /templates_c directory is writeable so that WHMCS is able to delete the cache files and generate new ones.
| + | For more information, see [[System Cleanup]]. |
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| − | ===Prune Client Activity Logs=== | + | ==PHP Info== |
| − | Select a date and any client entries in the Utilities > Logs > Activity Log before that date will be removed. Non client related entries will remain.
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| − | ===Prune Saved Emails===
| + | WHMCS can display a variety of information about the current configuration of PHP and the server. |
| − | Select a date and any emails recorded in the Utilities > Logs > Email Message Log before that date will be removed.
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| − | === Prune Old Attachments===
| + | For more information, see [[PHP Info]]. |
| − | Select a date and any support ticket attachments uploaded before that date will be removed from the ticket and also deleted from the /attachments directory.
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The link tracker allows you to track your advertising campaigns by entering links into WHMCS and using the links that WHMCS pairs with them to detect traffic and conversions.
The calendar lists all pending, active and suspended products, addons, domains, and to-do items on the dates they are due.
The to-do list allows you to add tasks that need to be finished, the dates they are due for completion, and the assigned admin.
WHMCS logs all activity, admin logins, gateway communications, sent and received email communications, and domain lookups. This allows you to monitor and track all the activity taking place inside your WHMCS system.
WHMCS stores its data in your database and we recommend that you back it up often. You can do this in several ways.
With constant daily operations, the log files in WHMCS can become very large. Because of this, WHMCS allows you to prune logs to reduce the size of the database and reduce disk space.
WHMCS can display a variety of information about the current configuration of PHP and the server.
