Difference between revisions of "Clients:Profile Tab"
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==View Marketing Opt-In Consent History== | ==View Marketing Opt-In Consent History== | ||
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Click '''View Marketing Opt-In Consent History''' to view the account's consent history. | Click '''View Marketing Opt-In Consent History''' to view the account's consent history. | ||
==Account Information== | ==Account Information== | ||
| + | |||
This tab includes these basic account information settings: | This tab includes these basic account information settings: | ||
===Name and Addresses=== | ===Name and Addresses=== | ||
| + | |||
Use these fields to enter basic information for the account: | Use these fields to enter basic information for the account: | ||
| + | |||
* '''First Name''' | * '''First Name''' | ||
* '''Last Name''' | * '''Last Name''' | ||
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===Payment Method=== | ===Payment Method=== | ||
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Select the payment method that the account will default to. This performs an update to all products, services, addons, domains, and unpaid invoices that used the default payment method. | Select the payment method that the account will default to. This performs an update to all products, services, addons, domains, and unpaid invoices that used the default payment method. | ||
===Billing Contact=== | ===Billing Contact=== | ||
| − | Select the main contact for billing-related items. You can create billing contacts in the [[Clients:Contacts_Tab|Contacts]] tab. | + | |
| − | + | Select the main contact for billing-related items. You can create billing contacts in the '''[[Clients:Contacts_Tab|Contacts]]''' tab. | |
| + | |||
===Currency=== | ===Currency=== | ||
| + | |||
Select the account's default currency. This will change the currency symbol, but '''will not''' automatically convert any prices, invoices, or transactions into the appropriate amount in the new currency. | Select the account's default currency. This will change the currency symbol, but '''will not''' automatically convert any prices, invoices, or transactions into the appropriate amount in the new currency. | ||
| − | An account's currency is fixed when placing the first order, and all subsequent orders will use it. As a result, users won't see the currency selector on the order form. We recommend against changing an account's currency after an order has been placed and invoices, services, and transactions have been generated. | + | An account's currency is fixed when placing the first order, and all subsequent orders will use it. As a result, users won't see the currency selector on the order form. |
| − | + | * We recommend against changing an account's currency after an order has been placed and invoices, services, and transactions have been generated. | |
| + | * For steps for our recommended method for changing a client's currency, see [https://help.whmcs.com/m/payments/l/1552574-changing-a-client-s-currency Changing a Client's Currency]. | ||
| + | |||
===Status=== | ===Status=== | ||
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Instead of deleting a user, you can change the user's status for record-keeping purposes. | Instead of deleting a user, you can change the user's status for record-keeping purposes. | ||
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<div class="docs-alert-warning"> | <div class="docs-alert-warning"> | ||
| − | |||
The client's status does not stop invoicing if their package's status is still active, suspended, or pending. | The client's status does not stop invoicing if their package's status is still active, suspended, or pending. | ||
</div> | </div> | ||
===Client Group=== | ===Client Group=== | ||
| − | If | + | |
| − | + | If client groups have been configured in '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Client Groups]]''' (or, prior to WHMCS 8.0, '''Setup > Client Groups'''), use this to assign a group or remove their group assignment. | |
| + | |||
===Email Notifications=== | ===Email Notifications=== | ||
| − | + | ||
| + | <div class="docs-alert-info"> | ||
| + | We added this setting in WHMCS 7.10. | ||
| + | </div> | ||
| + | |||
| + | This setting allows you to customize the types of emails the client will receive. It does not allow you to change the opt-in and opt-out email notification preferences of the client or to discontinue '''Email Verification''' or '''Password Reset''' emails. | ||
| + | |||
| + | * By default, clients and users receive all email notification types. | ||
| + | * The groups of email notifications match the groups at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Email Templates]]''' or, prior to WHMCS 8.0, '''Setup > Email Templates'''. | ||
| + | |||
| + | This setting only displays if you have enabled '''Client Email Preferences''' in the '''[[Other Tab|Other]]''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > General Settings''' or, prior to WHMCS 8.0, '''Setup > General Settings'''. | ||
==Settings== | ==Settings== | ||
| + | |||
You can set these billing-related settings up on a per-client basis: | You can set these billing-related settings up on a per-client basis: | ||
===Late Fees=== | ===Late Fees=== | ||
| + | |||
Use this to prevent overdue invoices from including late fees. | Use this to prevent overdue invoices from including late fees. | ||
| + | |||
* In WHMCS 8.0 and later, toggle it to '''Off''' to prevent fees. | * In WHMCS 8.0 and later, toggle it to '''Off''' to prevent fees. | ||
* In WHMCS 7.10 and earlier, check '''Late Fees''' to prevent fees. | * In WHMCS 7.10 and earlier, check '''Late Fees''' to prevent fees. | ||
===Overdue Notices=== | ===Overdue Notices=== | ||
| + | |||
Use this to disable overdue email notices for certain clients. | Use this to disable overdue email notices for certain clients. | ||
| + | |||
* In WHMCS 8.0 and later, toggle this to '''Off''' to disable notices. | * In WHMCS 8.0 and later, toggle this to '''Off''' to disable notices. | ||
* In WHMCS 7.10 and earlier, check '''Overdue Notices''' to disable notices. | * In WHMCS 7.10 and earlier, check '''Overdue Notices''' to disable notices. | ||
| Line 74: | Line 99: | ||
===Tax Exempt=== | ===Tax Exempt=== | ||
| + | |||
Toggle this to '''On''' to prevent tax rules from being applied to the account's invoices. | Toggle this to '''On''' to prevent tax rules from being applied to the account's invoices. | ||
===Separate Invoices=== | ===Separate Invoices=== | ||
| + | |||
Toggle this to '''On''' to prevent items due on the same date and via the same payment method from being grouped together into a single renewal invoice. Use this, for example, with resellers who don't always want to renew every product they have. | Toggle this to '''On''' to prevent items due on the same date and via the same payment method from being grouped together into a single renewal invoice. Use this, for example, with resellers who don't always want to renew every product they have. | ||
===Disable CC Processing=== | ===Disable CC Processing=== | ||
| + | |||
Toggle this to '''On''' to prevent invoices that are due via a merchant gateway from being automatically attempted for capture. This effectively requires that the account logs in and makes payment manually for all invoices, even if there's a credit card on file. | Toggle this to '''On''' to prevent invoices that are due via a merchant gateway from being automatically attempted for capture. This effectively requires that the account logs in and makes payment manually for all invoices, even if there's a credit card on file. | ||
===Marketing Emails Opt-out=== | ===Marketing Emails Opt-out=== | ||
| − | Toggle this to '''On''' to prevent emails sent via the [[Email | + | |
| + | Toggle this to '''On''' to prevent emails sent via the '''Utilities > [[Email Marketer]]''' and '''Utilities > [[Email Campaigns]]''' or, prior to WHMCS 8.0, '''Clients > [[Mass Mail]]''' tools. | ||
| + | |||
| + | Clients can change this in the Client Area if you enable '''Marketing Opt-out''' in the '''[[Other Tab|Other]]''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > General Settings''' or, prior to WHMCS 8.0, '''Setup > General Settings'''. | ||
===Status Update=== | ===Status Update=== | ||
| + | |||
Any client account with no active products, addons, or domains will have their account automatically set to '''Inactive''' by the cron job. This does not stop the user from logging in, opening a ticket, or paying any due invoices. | Any client account with no active products, addons, or domains will have their account automatically set to '''Inactive''' by the cron job. This does not stop the user from logging in, opening a ticket, or paying any due invoices. | ||
| − | * | + | |
| − | + | * In WHMCS 8.0 and later, toggle this to '''Off''' to disable status updates. | |
| − | + | * In WHMCS 7.10 and earlier, check '''Status Update''' to disable status updates. | |
| − | + | ||
| − | + | An active product or addon is in the '''Active''' or '''Suspended''' states. An active domain is in the '''Active''' or '''Pending-Transfer''' states. If the client purchases a product domain or addon, their status will automatically be set to '''Active''' again. | |
| + | |||
| + | You can extend this to include clients who have not logged in to the client area for three months or disable it entirely at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Automation Settings]]''' or, prior to WHMCS 8.0, '''Setup > Automation Settings'''. | ||
===Allow Single Sign-On=== | ===Allow Single Sign-On=== | ||
| + | |||
Toggle this to '''On''' to allow authentication into WHMCS from an external resource (Single Sign On into WHMCS). For example, disabling this would prevent a client from logging in to WHMCS using the [[WHMCS_OpenID_and_cPanel_Setup_Guide|cPanel OpenID integration]]. | Toggle this to '''On''' to allow authentication into WHMCS from an external resource (Single Sign On into WHMCS). For example, disabling this would prevent a client from logging in to WHMCS using the [[WHMCS_OpenID_and_cPanel_Setup_Guide|cPanel OpenID integration]]. | ||
===Custom Client Fields=== | ===Custom Client Fields=== | ||
| + | |||
If any [[Custom_Fields|custom client fields]] have been configured, they will appear towards the bottom of the client's Profile tab. This allows staff to see the values clients have entered or change them directly. | If any [[Custom_Fields|custom client fields]] have been configured, they will appear towards the bottom of the client's Profile tab. This allows staff to see the values clients have entered or change them directly. | ||
===Admin Notes=== | ===Admin Notes=== | ||
| − | Enter private notes about the client, which will display whenever someone views this | + | |
| + | Enter private notes about the client, which will display whenever someone views this tab. | ||
| + | |||
| + | Separate notes sections are available under the '''[[Clients:Products/Services Tab|Products/Services]]''', '''[[Clients:Domains Tab|Domains]]''', and '''[[Clients:Notes Tab|Notes]]''' tabs. | ||
Latest revision as of 19:31, 2 December 2022
The Profile tab contains fields for changing the account's contact details, like their name, address, and email address. It also contains other options that affect the behavior of the account in WHMCS.
You can access this tab when you view a client's profile at Clients > View/Search Clients.
View Marketing Opt-In Consent History
Click View Marketing Opt-In Consent History to view the account's consent history.
Account Information
This tab includes these basic account information settings:
Name and Addresses
Use these fields to enter basic information for the account:
- First Name
- Last Name
- Company Name
- Email Address
- Password (in WHMCS 7.10 and earlier)
- Address 1 and Address 2
- City
- State/Region
- Postcode
- Country
- Phone Number
- Language
- Tax ID
Payment Method
Select the payment method that the account will default to. This performs an update to all products, services, addons, domains, and unpaid invoices that used the default payment method.
Billing Contact
Select the main contact for billing-related items. You can create billing contacts in the Contacts tab.
Currency
Select the account's default currency. This will change the currency symbol, but will not automatically convert any prices, invoices, or transactions into the appropriate amount in the new currency.
An account's currency is fixed when placing the first order, and all subsequent orders will use it. As a result, users won't see the currency selector on the order form.
- We recommend against changing an account's currency after an order has been placed and invoices, services, and transactions have been generated.
- For steps for our recommended method for changing a client's currency, see Changing a Client's Currency.
Status
Instead of deleting a user, you can change the user's status for record-keeping purposes.
When you set an account's status, you can choose these options:
- Active — The account can log in and has active or suspended services.
- Inactive — The account can log in but has no active services and is removed from client menus.
- Closed — The account has no active services, cannot log in to the client area, and is removed from client menus.
The client's status does not stop invoicing if their package's status is still active, suspended, or pending.
Client Group
If client groups have been configured in Configuration () > System Settings > Client Groups (or, prior to WHMCS 8.0, Setup > Client Groups), use this to assign a group or remove their group assignment.
Email Notifications
We added this setting in WHMCS 7.10.
This setting allows you to customize the types of emails the client will receive. It does not allow you to change the opt-in and opt-out email notification preferences of the client or to discontinue Email Verification or Password Reset emails.
- By default, clients and users receive all email notification types.
- The groups of email notifications match the groups at Configuration () > System Settings > Email Templates or, prior to WHMCS 8.0, Setup > Email Templates.
This setting only displays if you have enabled Client Email Preferences in the Other tab at Configuration () > General Settings or, prior to WHMCS 8.0, Setup > General Settings.
Settings
You can set these billing-related settings up on a per-client basis:
Late Fees
Use this to prevent overdue invoices from including late fees.
- In WHMCS 8.0 and later, toggle it to Off to prevent fees.
- In WHMCS 7.10 and earlier, check Late Fees to prevent fees.
Overdue Notices
Use this to disable overdue email notices for certain clients.
- In WHMCS 8.0 and later, toggle this to Off to disable notices.
- In WHMCS 7.10 and earlier, check Overdue Notices to disable notices.
The Invoice Payment Reminder prior to the due date will still send, but this will suppress the First, Second, and Third Overdue Invoice Notice email messages.
Tax Exempt
Toggle this to On to prevent tax rules from being applied to the account's invoices.
Separate Invoices
Toggle this to On to prevent items due on the same date and via the same payment method from being grouped together into a single renewal invoice. Use this, for example, with resellers who don't always want to renew every product they have.
Disable CC Processing
Toggle this to On to prevent invoices that are due via a merchant gateway from being automatically attempted for capture. This effectively requires that the account logs in and makes payment manually for all invoices, even if there's a credit card on file.
Marketing Emails Opt-out
Toggle this to On to prevent emails sent via the Utilities > Email Marketer and Utilities > Email Campaigns or, prior to WHMCS 8.0, Clients > Mass Mail tools.
Clients can change this in the Client Area if you enable Marketing Opt-out in the Other tab at Configuration () > General Settings or, prior to WHMCS 8.0, Setup > General Settings.
Status Update
Any client account with no active products, addons, or domains will have their account automatically set to Inactive by the cron job. This does not stop the user from logging in, opening a ticket, or paying any due invoices.
- In WHMCS 8.0 and later, toggle this to Off to disable status updates.
- In WHMCS 7.10 and earlier, check Status Update to disable status updates.
An active product or addon is in the Active or Suspended states. An active domain is in the Active or Pending-Transfer states. If the client purchases a product domain or addon, their status will automatically be set to Active again.
You can extend this to include clients who have not logged in to the client area for three months or disable it entirely at Configuration () > System Settings > Automation Settings or, prior to WHMCS 8.0, Setup > Automation Settings.
Allow Single Sign-On
Toggle this to On to allow authentication into WHMCS from an external resource (Single Sign On into WHMCS). For example, disabling this would prevent a client from logging in to WHMCS using the cPanel OpenID integration.
Custom Client Fields
If any custom client fields have been configured, they will appear towards the bottom of the client's Profile tab. This allows staff to see the values clients have entered or change them directly.
Admin Notes
Enter private notes about the client, which will display whenever someone views this tab.
Separate notes sections are available under the Products/Services, Domains, and Notes tabs.