Difference between revisions of "Other Tab"
| Line 13: | Line 13: | ||
===Allow Client Registration=== | ===Allow Client Registration=== | ||
When enabled customers can sign up at /registration.php without ordering a product or service. | 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=== | ===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. | 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. | ||
===Show Cancellation Link=== | ===Show Cancellation Link=== | ||
| Line 22: | Line 29: | ||
===Monthly Affiliate Reports=== | ===Monthly Affiliate Reports=== | ||
Sends a monthly report email containing the status of the customer’s affiliate account when active. | Sends a monthly report email containing the status of the customer’s affiliate account when active. | ||
| − | |||
| − | |||
| − | |||
===Credit on Downgrade=== | ===Credit on Downgrade=== | ||
Clients will receive a credit on their account pro-rated when downgrading their package using the automated downgrade feature, when enabled. | 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=== | ===SQL Debug Mode=== | ||
| − | This option should remain unticked unless specifically instructed to change it by WHMCS support staff. | + | 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. |
Revision as of 23:28, 7 July 2012
Contents
- 1 Admin Client Display Format
- 2 Client Dropdown Format
- 3 Disable Full Client Dropdown
- 4 Default to Client Area
- 5 Allow Client Registration
- 6 Optional Client Profile Fields
- 7 Locked Client Profile Fields
- 8 Client Details Change Notify
- 9 Show Cancellation Link
- 10 Monthly Affiliate Reports
- 11 Credit on Downgrade
- 12 Display Errors
- 13 SQL Debug Mode
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.
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.
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.