Difference between revisions of "Clients:Contacts Tab"
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{{Client Management}} | {{Client Management}} | ||
| − | You can add, view, and manage contacts for a client | + | 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 > [[Client Management|View/Search Clients]]'''. | ||
==Adding a Contact== | ==Adding a Contact== | ||
To add a new contact: | To add a new contact: | ||
| − | # Choose | + | # Choose '''Add New''' from the '''Contacts''' menu. |
# Enter the contact details. | # Enter the contact details. | ||
#* You must enter an email address. | #* You must enter an email address. | ||
#* Other contact details are optional. | #* Other contact details are optional. | ||
| − | # Check the '''Email Notification''' checkboxes to set the email categories to send the contact copies of. <div class="docs-alert-warning" | + | # 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> |
# Click '''Add Contact'''. | # Click '''Add Contact'''. | ||
| − | Clients can also add and manage contacts from the Client Area. | + | Clients can also add and manage contacts from the Client Area. |
==Managing Contacts== | ==Managing Contacts== | ||
| Line 28: | Line 30: | ||
<div class="docs-alert-info"> | <div class="docs-alert-info"> | ||
| − | + | We replaced Sub-Accounts with the [[Users and Accounts|user and client account]] system in WHMCS 8.0. | |
| − | We | ||
</div> | </div> | ||
| − | + | 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== | ==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 [[Clients:Profile_Tab|Profile | + | 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 '''[[Clients:Profile_Tab|Profile]]''' tab. | ||
Latest revision as of 13:26, 27 September 2022
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.
Contents
Adding a Contact
To add a new contact:
- Choose Add New from the Contacts menu.
- Enter the contact details.
- You must enter an email address.
- Other contact details are optional.
- 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.
- 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.