Overview
Client Profile Viewer For WHMCS will allow you to preview key data on your customers without the need of moving to their profiles. Whenever you hover over a client's name, a convenient tooltip will appear including widgets with contact details, income, products and services, tickets, invoices and much more.
With this single tooltip, you will be able to add various notes and set the status of each customer, quickly assign a particular staff member or even log in as a client. Moreover, you will be allowed to freely adjust accessible information by defining the type and order of displayed details. In addition, the module will enable you to create multiple configurations for different administration roles, each with an individually chosen set of widgets.
Keep crucial data on your most precious asset always close at hand with Client Profile Viewer For WHMCS. Order the module today to serve your clients better, faster and more comprehensively than ever before!
Features
-
Addon Module
- View Widgets With Client Details In Tooltip On Mouseover
- Drag & Drop Configuration Of Each Widget To Change Order
- Access Various Parts Of System On Click
- Configure Admin Roles Assigned To Each Configuration
- Configure Hide Tooltip Option
- Define Delay Time To Show Tooltip
- Select Number Of Columns To Display Widgets
- Automatically Flag Client Tickets To Assigned Admin
-
Widgets
- Client Admin Notes
- Client Custom Notes
- Client Custom Status
- Client Notes
- Credit Card Information
- Income
- Invoices
- List Of Users
- Log In As Client
- Multibrand - Integrated With Multibrand For WHMCS
- Person Assigned
- Profile Tabs
- Quick Actions
- Quotes
- Recent Emails
- Send Email
- Send SMS - Integrated With SMS Center For WHMCS
- Services Amount
- Tickets
-
Widgets Configuration
- Client Admin Notes:
- Define Visible Note Length In Tooltip
- Client Custom Notes:
- Enable/Disable Notes For All, Group Notes And My Notes
- Define Notes Length Displayed In Tooltip
- Define Limits Of Notes Displayed In Tooltip Per Group
- Define Limit Of Notes Per Group
- Client Custom Status:
- Define Whether To Show Client Status Before Their Name
- Define Whether To Color Client Name
- Client Notes:
- Define Limit Of Notes Displayed In Tooltip
- Define Notes Length Displayed In Tooltip
- Income:
- Select Range Of Income Statistic
- Invoices:
- Define Number Of Lines
- Define Number Of Columns To Display Tabs
- Select Statuses Of Invoices To Count And Display
- Log In As Client:
- Define Whether To Open In New Tab
- Profile Tabs:
- Define Visible Options
- Define Number Of Columns To Display Tabs
- Services Amount:
- Define If Product/Domain Status Is Shown
- Define Additional Links To Show
- Define Number Of Lines
- Tickets:
- Select Statuses Of Tickets To Count And Display
- Define Number Of Columns To Display Tabs
- Quick Actions:
- Define Visible Options
- Quotes:
- Define Number Of Lines
- Define Number Of Columns To Display Tabs
- Select Stages Of Invoices To Count And Display
- Client Admin Notes:
-
General Info
- Multi-Language Support
- Supports PHP 8.2 Back To PHP 7.4
- Supports WHMCS V8.11 Back To WHMCS V8.8
- Requires ionCube Loader V13 Or Later
- Easy Module Upgrade To Open Source Version
Changelog
v1.9.1
Released: Aug 19th, 2024New Feature
- WHMCS V8.11 support
- Support for PHP 8.2 version
Improvement
- Maintenance update and stability optimizations
Changed
- Requires ionCube Loader V13 or later
Removed
- Support for WHMCS V8.7 and previous
v1.9.0
Released: Oct 25th, 2023New Feature
- WHMCS V8.8 support
- Define the length and number of client notes displayed in the widget preview
- Define the text color when adding client notes
- Choose whether the action of the "Log In As Client" button should be executed in the current or a new window
Changed
- Adjusted module's catalog and files naming to better correspond with the current module name
Important: After the module's update the owners of the new version will have to deactivate the previous addon module, activate a new one as well as provide and reissue their license key due to that catalog name change
Removed
- Support for WHMCS V8.5 and previous
- Support for PHP 7.3 version
Bug Fix
- Solved cases where the expandable action window did not appear directly next to the corresponding widget
- Corrected wrapping of long character strings for client custom notes that caused them to go outside the widget area
- Resolved problems with the widget action window disappearing on the Firefox browser when trying to change the status color, assignment, client custom note, or email subject
- The "Number of Lines" field related to the invoices configuration widget will no longer be displayed next to the invoice number on the widget itself
- A long text of the client note will now be accordingly shortened on the widget preview
- Eliminated problem with logging in as a client if the admin area URL has been customized
- Resolved issue where specific widgets could not always be displayed for the selected number of columns
- The tooltip window will now properly appear when trying to hoover over the client's name in the admin area invoice details - case #189
- Eliminated number of "Uncaught SyntaxError: Unexpected token (...)" errors that could be visible in the browser developer console
- Other minor code corrections
v1.8.4
Released: Nov 21st, 2022New Feature
- WHMCS V8.6 support
- Support for PHP 8.1 version
Changed
- Requires ionCube Loader V12 or later
Removed
- Support for WHMCS V8.2 and previous
- Support for PHP 7.2 version
Bug Fix
- The client details pop-up window will now properly work with the WHMCS global search engine - case #185
v1.8.3
Released: Jun 14th, 2022New Feature
- WHMCS V8.5 support
Removed
- Support for WHMCS V8.1 and previous
Bug Fix
- Fixed issue with displaying the popup window in "Support Tickets" sections on WHMCS V8.4 and later
- Eliminated "An error occurred while communicating with the server" error when trying to open the credit cart information on the latest WHMCS version
- Fixed cases when the "Recent Emails" entries were not displayed in the popup window
v1.8.2
Released: Jan 21st, 2022New Feature
- WHMCS V8.4 support
v1.8.1
Released: Oct 5th, 2021New Feature
- WHMCS V8.3 support
Removed
- Support for WHMCS V7.10 and previous
- Support for PHP 7.1 version
v1.8.0
Released: Feb 17th, 2021New Feature
- WHMCS V8.1 support
- Added "List Of Users" widget to display users associated with the client profile (WHMCS V8.0 and later)
- Added "Recent Emails" widget to display the last messages delivered to the client
- Split displayed widgets into one, two, or three columns to take full advantage of the available screen space
Improvement
- Added "Add Credit Card" shortcut into "Quick Actions" widget
- The list of available widgets for configuration will be now sorted alphabetically
Bug Fix
- Added missing language records to the language file
- Minor adjustments related to setting the client's color status
- Corrected displaying the given number of letters shown before opening notes
- Other code corrections and improvements
v1.7.2
Released: Sep 21st, 2020New Feature
- WHMCS V8.0 and PHP 7.4 support
Removed
- Support for PHP 7.0 and previous
- Support for WHMCS V7.8 and previous
Bug Fix
- Resolved problem with the lack of all available administrator roles in the "Permission to manage" field when activating an addon module - case #156
v1.7.1
Released: Apr 6th, 2020New Feature
- WHMCS V7.10 support
Removed
- Support for WHMCS V7.7 and previous
v1.7.0
Released: Feb 26th, 2020New Feature
- WHMCS V7.9 support
- Send "Email Message" through the new widget
- Display client's "Credit Card Information" in the new dedicated widget
Improvement
- Edit "Client Notes" and "Client Custom Notes"
- Define the maximum number of records visible at once in the Invoices/Quotes/Services widgets and show more when needed
- You can now divide Tickets/Quotes/Invoices widgets view into up to four columns
- Added support for counting all remaining statuses of products, product addons and domains
Removed
- Support for WHMCS V7.6 and previous
Bug Fix
- Change of client's status color will now occur immediately, not after page reload
- Resolved problem with "Invalid CSRF Protection Token" error that might have occurred when adding file using the "Quick Actions" widget
- Other minor code corrections and UI adjustments
v1.6.1
Released: Dec 17th, 2018Bug Fix
- The module will no longer generate unwanted "unable to build route path" records in the system activity logs - case #126
- Fixed issue with "cp_clients_custom_statuses" table that has not been properly created after the module activation - case #127
- Resolved compatibility issue with CRM For WHMCS module that caused errors in the inspector's console - case #128
v1.6.0
Released: Aug 22nd, 2018New Feature
- Multibrand widget - log in to a specified brand as a client if Multibrand For WHMCS module is active
- Invoices widget - display the list of all the client's invoices with their status, number, amount, payment gateway, creation, due and paid dates
- Quotes widget - display the list of all the client's quotes with their stage, ID, subject, amount, status, validation and last modification date
- Tickets widget now allows you to directly access the client's tickets, view their status, number, subject, department, and priority
- "Create Add Funds Invoice", "Export Client Data" and "Generate Due Invoices" features available in the Quick Actions widget
Improvement
- The Income widget name includes now the statistics time range
- Added fields validation to accept only proper numbers in the widgets' configuration
- Minor UI and language adjustments
Removed
- Support for WHMCS V7.1 and previous
Bug Fix
- Corrected text warping for too long notes in the widgets
- Resolved issue with the "Add File" feature available from the Quick Actions widget
- Solved problem with the counters being improperly displayed in the Profile Tabs widget
- Assorted code corrections
v1.5.8
Released: Apr 26th, 2018Improvement
- Added support for the 3.0 version of SMS Center For WHMCS
v1.5.7
Released: Apr 13th, 2018New Feature
- WHMCS V7.5 support
- PHP 7.1 and 7.2 support
v1.5.6
Released: Jun 7th, 2017New Feature
- WHMCS V7.2 support
Improvement
- Status and color display adjustments depending on selected options in the 'Client Custom Status' widget
- Regulated tooltip closing behavior
Changed
- Module deactivation no longer deletes addon data from database
- Moved location of client status information in the 'Client Custom Status' widget
Bug Fix
- Resolved issue with creation of widget tables in database
- Corrected errors with tickets compatibility
v1.5.5
Released: Oct 26th, 2016New Feature
- PHP 7 support
Bug Fix
- Minor tweaks
v1.5.4
Released: Oct 11th, 2016New Feature
- WHMCS V7 support
v1.5.3
Released: Sep 29th, 2016Bug Fix
- Resolved problem affecting module migration
v1.5.2
Released: Aug 2nd, 2016Changed
- Rebranded from 'Clients Profiler For WHMCS' to ' Client Profile Viewer For WHMCS'
Bug Fix
- Minor display tweaks
v1.5.1
Released: Apr 27th, 2016Bug Fix
- Support for Windows servers
- Display status colors
- Assign tickets
v1.5.0
Released: Sep 9th, 2015New Feature
- Quick Actions widget
- Profile Tabs widget
- Automatically flag client tickets to assigned admin
- Display new client tickets assigned to admin
v1.3.0
Released: Jun 3rd, 2015Others
- New Widget: Send SMS - Integrated With SMS Center For WHMCS
v1.2.0
Released: Jan 21st, 2015New Feature
- Hide tooltip after X seconds
- View client account status
- Custom Client Notes - notes amount limit per group
- Custom Client Notes - notes, displayed in the main tooltip, limit per group
- Custom Client Notes - the length limit of notes displayed in the main tooltip
- Services Amount - view domain links (www, whois and intoDNS)
- Services Amount - define visibility of domain links
- Move to client summary page through pressing their name
Changed
- Display full address and country of a client
Others
- Major fixes of widget display
v1.1.0
Released: Nov 19th, 2014New Feature
- Tickets widget - counts client's tickets by status and links to them directly
- Added links from a tooltip to various parts of system
Changed
- Income widget - possibility to configure time period for counted invoices
- Client Admin Notes widget - added possibility to add notes directly from the tooltip
- Client Notes widget - added possibility to add notes directly from the tooltip
- Services Amount widget - added possibility to view the list of client's services, product addons and domains
- Minor GUI improvements
Others
- Fixed: Client Admin Notes, Client Notes and Client Custom Notes widgets - text wrapping issue
- Fixed: Income widget - use client currency fixed
- Fixed: Minor fixes
v1.0.1
Released: Oct 30th, 2014Bug Fix
- Display of loader gif
v1.0.0
Released: Oct 29th, 2014Launch
- Stable Release
Reviews
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Client Profile Viewer For WHMCSTaylor R. 5 years agoWe love the way this Client Profile Viewer gives us a birds eye view of the client account vitals just by hovering the mouse. We were constantly waiting for pages to re-load when managing these accounts, and it was sinking efficiency levels. This saves us time from having to switch screens, really handy!
