Difference between revisions of "Clients:Contacts Tab"

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{{Client Management}}
 
{{Client Management}}
  
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You can add, view, and manage contacts for clients, allowing email messages like support ticket replies to go to additional email addresses for that client.
  
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The Contacts tab is accessed via the '''Clients > View/Search Clients''' page, select a client, then click the tab marked "Contacts". It contains fields for viewing client contacts and sub-accounts as well as adding or deleting them.
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You can access this tab when you view a client's profile at '''Clients > [[Client Management|View/Search Clients]]'''.
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[[File:client_contacts.png|thumb|Client Contacts Tab]]
 
  
 
==Adding a Contact==
 
==Adding a Contact==
  
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To add a new contact, choose "Add New" from the Contacts dropdown menu at the top of the tab. Empty fields will then be displayed to enter the new contact details.  
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To add a new contact:
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# Choose '''Add New''' from the '''Contacts''' menu.
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# Enter the contact details.
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#* You must enter an email address.
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#* Other contact details are optional.
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# Check the '''Email Notification''' checkboxes to set the email categories to send the contact copies of. <div class="docs-alert-warning">Support contacts do not receive copies of all support tickets. They can open tickets themselves via email and will only receive emails when an admin replies to a ticket they opened. The main client will receive copies of all [[Support Tickets]].</div>
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# Click '''Add Contact'''.
  
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The minimum required fields are First Name, Last Name and Email Address. All the other fields are optional and the Email Notification checkboxes allow you to set which email categories the contact should receive copies of. Once completed, simply click the Add Contact button to complete the process.
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Clients can also add and manage contacts from the Client Area.
  
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Clients can also manage contacts from the client area themselves.
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==Managing Contacts==
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'''Note:''' Support contacts do not receive copies of all support tickets. Support contacts can open tickets themselves via email and will only receive emails when an admin replies to a ticket they opened. The main client will receive copies of all Support Tickets.
 
  
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==Managing Contacts==
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You can view a contact's details by selecting them from the '''Contacts''' menu.
  
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If a client has created one or more contacts already, the first of these will be displayed when the tab is first opened.
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To update the contact's details or change their email notification settings, make the desired changes and click '''Save Changes'''.
  
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If the client has multiple contacts, select the contact whose details you wish to see using the "Contacts" dropdown at the top of the tab and click "Go".
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==Deleting a Contact==
  
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Make the desired changes and click Save changes.
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To delete a contact, click '''Delete''' at the bottom of the page. You will be prompted to confirm the deletion. The system will then remove the contact immediately.
  
 
==Sub-Accounts==
 
==Sub-Accounts==
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<div class="docs-alert-info">
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We replaced Sub-Accounts with the [[Users and Accounts|user and client account]] system in WHMCS 8.0.
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</div>
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Sub-Accounts are an extension of the '''Contacts''' feature that allows clients to create sub-users under their main accounts, which then allow that contact to log in and carry out various actions that the main account holder has permitted.
  
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An extension of the Contacts feature, Sub-Accounts allow clients to create sub-users under their main account, which then allows that contact to login, and carry out various actions that the main account holder has permitted them to. Refer to the [[Sub-Accounts|Sub-Accounts Guide]] for more information.
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==Billing Contacts==
  
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==Billing Contact==
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Use billing contacts when the name and address to send an invoice to differs from the main account or the name and address of the card holder (if using a merchant gateway).  
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A billing contact is used where the name/address an invoice should be sent to differs from the main account and/or the name/address of the card holder that will be paying the invoice is different (if using a merchant gateway). A billing contact is first created here, then it can be selected from the Billing Contact dropdown menu under the [[Clients:Profile_Tab|Profile tab]].
 
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==Deleting a Contact==
 
  
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To delete a contact, click the red "Delete" link at the bottom of the page. You will be prompted to confirm the deletion, at which point the contact is removed immediately.
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After you create a contact, you can select it as the billing contact using the '''Billing Contact''' menu in the '''[[Clients:Profile_Tab|Profile]]''' tab.

Latest revision as of 13:26, 27 September 2022

Client Management
Summary Tab | Profile Tab | Users Tab | Contacts Tab | Products/Services Tab | Domains Tab
Billable Items Tab | Invoices Tab | Quotes Tab | Transactions Tab | Tickets Tab | Emails Tab | Notes Tab | Log Tab |


You can add, view, and manage contacts for clients, allowing email messages like support ticket replies to go to additional email addresses for that client.

You can access this tab when you view a client's profile at Clients > View/Search Clients.

Adding a Contact

To add a new contact:

  1. Choose Add New from the Contacts menu.
  2. Enter the contact details.
    • You must enter an email address.
    • Other contact details are optional.
  3. Check the Email Notification checkboxes to set the email categories to send the contact copies of.
    Support contacts do not receive copies of all support tickets. They can open tickets themselves via email and will only receive emails when an admin replies to a ticket they opened. The main client will receive copies of all Support Tickets.
  4. Click Add Contact.

Clients can also add and manage contacts from the Client Area.

Managing Contacts

You can view a contact's details by selecting them from the Contacts menu.

To update the contact's details or change their email notification settings, make the desired changes and click Save Changes.

Deleting a Contact

To delete a contact, click Delete at the bottom of the page. You will be prompted to confirm the deletion. The system will then remove the contact immediately.

Sub-Accounts

We replaced Sub-Accounts with the user and client account system in WHMCS 8.0.

Sub-Accounts are an extension of the Contacts feature that allows clients to create sub-users under their main accounts, which then allow that contact to log in and carry out various actions that the main account holder has permitted.

Billing Contacts

Use billing contacts when the name and address to send an invoice to differs from the main account or the name and address of the card holder (if using a merchant gateway).

After you create a contact, you can select it as the billing contact using the Billing Contact menu in the Profile tab.

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