Difference between revisions of "Clients:Emails/Notes/Logs Tabs"

From WHMCS Documentation

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<br/><br/>{{Client Management}}
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{{Client Management}}
  
  
 
==Emails tab==
 
==Emails tab==
  
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The Emails tab is accessed via the '''Clients > View/Search Clients''' page, select a client, then click the tab marked "Emails". It contains a paginated list of emails sent to the client through WHMCS since the logs were last pruned, with the exception of the "Automated Password Reset", "Client Email Address Verification", and "Password Reset Validation" emails.
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The '''Emails''' tab lists the emails that WHMCS has sent to a client.
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For more information, see [[Clients:Emails Tab]].
  
 
==Notes tab==
 
==Notes tab==
  
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Here staff can enter private notes about the client to be displayed to whoever views this Notes tab. The tab itself will display the number of notes in brackets. Separate notes sections are available available under the Products/Services, Domains and Profile tab.
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The '''Notes''' tab displays private notes that admins have added for the client.
  
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Tick the '''Make Sticky''' checkbox and this note will be displayed throughout the client's account and on any tickets they submit in the admin area.
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For more information, see [[Clients:Notes Tab]].
  
 
==Log tab==
 
==Log tab==
  
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Displays a paginated list of entries from the Activity Log pertaining to this client, as well as options to search/filter the results. This provides a detailed audit trail of the client's history with your company.
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The '''Logs''' tab provides a detailed overview of the client's history within WHMCS.
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For more information, see [[Clients:Log Tab]].

Latest revision as of 14:54, 18 January 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 |



Emails tab

The Emails tab lists the emails that WHMCS has sent to a client.

For more information, see Clients:Emails Tab.

Notes tab

The Notes tab displays private notes that admins have added for the client.

For more information, see Clients:Notes Tab.

Log tab

The Logs tab provides a detailed overview of the client's history within WHMCS.

For more information, see Clients:Log Tab.

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