Revision as of 21:55, 9 November 2011

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.

Allow Client Registration

When enabled customers can sign up at /registration.php without ordering a product or service.

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.

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.

Client Details Change Notify

Enabling this option will send an email notification to all admins when a customer changes their contact details.

Credit on Downgrade

Clients will receive a credit on their account pro-rated when downgrading their package using the automated downgrade feature, when enabled.