Difference between revisions of "My Notes"
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Each admin has a note area that you can access from throughout WHMCS. These notes are only visible to the admin and any Full Administrators. | Each admin has a note area that you can access from throughout WHMCS. These notes are only visible to the admin and any Full Administrators. | ||
| − | + | You can access this feature at '''Account > My Notes''' from anywhere in the [[Admin Area]]. You can also access this at '''Account > [[My Account]]''' in the '''My Notes''' text box. Prior to WHMCS 8.0, you can access your notes by clicking '''My Notes''' in the top-left corner of every page and in the '''My Notes''' admin dashboard widget. | |
| − | + | ==Updating Notes== | |
| − | To update them, make any desired changes and then click '''Save Changes'''. | + | To update your notes, use either method to access them, make any desired changes, and then click '''Save Changes'''. |
===Full Administrators=== | ===Full Administrators=== | ||
| − | Full Administrators can view and edit the notes for any admin by clicking the edit icon at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Administrator Users''' | + | Full Administrators can view and edit the notes for any admin by clicking the edit icon at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Administrator Users]]''' or, prior to WHMCS 8.0, '''Setup > Staff Management > Administrator Users'''. The notes appear in the '''Private Notes''' text box. |
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Latest revision as of 20:05, 26 April 2022
Each admin has a note area that you can access from throughout WHMCS. These notes are only visible to the admin and any Full Administrators.
You can access this feature at Account > My Notes from anywhere in the Admin Area. You can also access this at Account > My Account in the My Notes text box. Prior to WHMCS 8.0, you can access your notes by clicking My Notes in the top-left corner of every page and in the My Notes admin dashboard widget.
Updating Notes
To update your notes, use either method to access them, make any desired changes, and then click Save Changes.
Full Administrators
Full Administrators can view and edit the notes for any admin by clicking the edit icon at Configuration () > System Settings > Administrator Users or, prior to WHMCS 8.0, Setup > Staff Management > Administrator Users. The notes appear in the Private Notes text box.