Clients:Contacts Tab - Revision history

SarahK: /* Sub-Accounts */

2022-09-27T13:26:21Z

‎Sub-Accounts

SarahK at 18:36, 12 May 2022

2022-05-12T18:36:47Z

SarahK: /* Billing Contacts */

2022-04-19T19:44:40Z

‎Billing Contacts

SarahK: /* Adding a Contact */

2022-04-19T19:44:21Z

‎Adding a Contact

SarahK at 21:14, 1 March 2022

2022-03-01T21:14:58Z

SarahK at 21:45, 24 January 2022

2022-01-24T21:45:30Z

AlexN at 10:30, 15 September 2020

2020-09-15T10:30:20Z

SarahK: /* Sub-Accounts */

2020-08-04T13:09:04Z

‎Sub-Accounts

PeterB: DOCS-6834

2019-10-30T16:44:52Z

DOCS-6834

John at 14:16, 5 December 2014

2014-12-05T14:16:50Z

@@ Line 30: / Line 30: @@
 <div class="docs-alert-info">
-We replaced Sub-Accounts with the new [[Users and Accounts]] system in WHMCS 8.0.
+We replaced Sub-Accounts with the [[Users and Accounts|user and client account]] system in WHMCS 8.0.
 </div>
-Sub-Accounts are an extension of the Contacts feature that allows clients to create sub-users under their main accounts, which then allow that contact to log in and carry out various actions that the main account holder has permitted.
+Sub-Accounts are an extension of the '''Contacts''' feature that allows clients to create sub-users under their main accounts, which then allow that contact to log in and carry out various actions that the main account holder has permitted.
 ==Billing Contacts==

@@ Line 12: / Line 12: @@
 #* You must enter an email address.
 #* Other contact details are optional.
-# Check the '''Email Notification''' checkboxes to set the email categories to send the contact copies of. <div class="docs-alert-warning">Support contacts do not receive copies of all support tickets. Support contacts can open tickets themselves via email and will only receive emails when an admin replies to a ticket they opened. The main client will receive copies of all Support Tickets.</div>
+# Check the '''Email Notification''' checkboxes to set the email categories to send the contact copies of. <div class="docs-alert-warning">Support contacts do not receive copies of all support tickets. They can open tickets themselves via email and will only receive emails when an admin replies to a ticket they opened. The main client will receive copies of all [[Support Tickets]].</div>
 # Click '''Add Contact'''.
@@ Line 30: / Line 30: @@
 <div class="docs-alert-info">
-<span class="title">WHMCS 7.10 and earlier</span><br />
+We replaced Sub-Accounts with the new [[Users and Accounts]] system in WHMCS 8.0.
 </div>
-An extension of the '''Contacts''' feature, Sub-Accounts allowed clients to create sub-users under their main account, which then allows that contact to log in and carry out various actions that the main account holder has permitted.
+Sub-Accounts are an extension of the Contacts feature that allows clients to create sub-users under their main accounts, which then allow that contact to log in and carry out various actions that the main account holder has permitted.
 ==Billing Contacts==
-Use billing contacts when the name and address to send an invoice to differs from the main account or the name and address of the card holder (if using a merchant gateway). After you create a contact, you can select it as the billing contact using the '''Billing Contact''' menu in the '''[[Clients:Profile_Tab|Profile]]''' tab.
+Use billing contacts when the name and address to send an invoice to differs from the main account or the name and address of the card holder (if using a merchant gateway).

← Older revision		Revision as of 19:44, 19 April 2022
Line 38:		Line 38:
	==Billing Contacts==		==Billing Contacts==

−	Use billing contacts when the name and address to send an invoice to differs from the main account or the name and address of the card holder (if using a merchant gateway). After you create a contact, you can select it as the billing contact using the '''Billing Contact''' menu in the [[Clients:Profile_Tab\|Profile ~~tab~~]].	+	Use billing contacts when the name and address to send an invoice to differs from the main account or the name and address of the card holder (if using a merchant gateway). After you create a contact, you can select it as the billing contact using the '''Billing Contact''' menu in the '''[[Clients:Profile_Tab\|Profile]]''' tab.

@@ Line 8: / Line 8: @@
 To add a new contact:
-# Choose "Add New" from the '''Contacts''' menu.
+# Choose '''Add New''' from the '''Contacts''' menu.
 # Enter the contact details.
 #* You must enter an email address.
 #* Other contact details are optional.
-# Check the '''Email Notification''' checkboxes to set the email categories to send the contact copies of. <div class="docs-alert-warning"><i class="fa fa-exclamation-circle"></i>Support contacts do not receive copies of all support tickets. Support contacts can open tickets themselves via email and will only receive emails when an admin replies to a ticket they opened. The main client will receive copies of all Support Tickets.</div>
+# Check the '''Email Notification''' checkboxes to set the email categories to send the contact copies of. <div class="docs-alert-warning">Support contacts do not receive copies of all support tickets. Support contacts can open tickets themselves via email and will only receive emails when an admin replies to a ticket they opened. The main client will receive copies of all Support Tickets.</div>
 # Click '''Add Contact'''.
 Clients can also add and manage contacts from the Client Area.
 ==Managing Contacts==

@@ Line 1: / Line 1: @@
 {{Client Management}}
-You can add, view, and manage contacts for a client using the '''Contacts''' tab in the client's profile. It contains fields for viewing client contacts and sub-accounts as well as adding or deleting them.
+You can add, view, and manage contacts for clients, allowing email messages like support ticket replies to go to additional email addresses for that client.
 ==Adding a Contact==

@@ Line 1: / Line 1: @@
 {{Client Management}}
+You can add, view, and manage contacts for a client using the '''Contacts''' tab in the client's profile. It contains fields for viewing client contacts and sub-accounts as well as adding or deleting them.
 ==Adding a Contact==
-To add a new contact, choose "Add New" from the Contacts dropdown menu at the top of the tab. Empty fields will then be displayed to enter the new contact details.
+To add a new contact:
-The minimum required fields are First Name, Last Name and Email Address. All the other fields are optional and the Email Notification checkboxes allow you to set which email categories the contact should receive copies of. Once completed, simply click the Add Contact button to complete the process.
+Clients can also add and manage contacts from the Client Area.
-Clients can also manage contacts from the client area themselves.
+==Managing Contacts==
-'''Note:''' Support contacts do not receive copies of all support tickets. Support contacts can open tickets themselves via email and will only receive emails when an admin replies to a ticket they opened. The main client will receive copies of all Support Tickets.
+You can view a contact's details by selecting them from the '''Contacts''' menu.
-==Managing Contacts==
+To update the contact's details or change their email notification settings, make the desired changes and click '''Save Changes'''.
-If a client has created one or more contacts already, the first of these will be displayed when the tab is first opened.
+==Deleting a Contact==
-Make the desired changes and click Save changes.
+To delete a contact, click '''Delete''' at the bottom of the page. You will be prompted to confirm the deletion. The system will then remove the contact immediately.
 ==Sub-Accounts==
@@ Line 27: / Line 29: @@
 <div class="docs-alert-info">
 <span class="title">WHMCS 7.10 and earlier</span><br />
-We removed Sub-Accounts in WHMCS 8.
+We removed Sub-Accounts in WHMCS 8 and replaced it with the new [[Users and Accounts]] system.
 </div>
-An extension of the '''Contacts''' feature, Sub-Accounts allow clients to create sub-users under their main account, which then allows that contact to log in and carry out various actions that the main account holder has permitted. Refer to the [[Sub-Accounts|Sub-Accounts Guide]] for more information.
+An extension of the '''Contacts''' feature, Sub-Accounts allowed clients to create sub-users under their main account, which then allows that contact to log in and carry out various actions that the main account holder has permitted.
-==Deleting a Contact==
+==Billing Contacts==
-To delete a contact, click the red "Delete" link at the bottom of the page. You will be prompted to confirm the deletion, at which point the contact is removed immediately.
+Use billing contacts when the name and address to send an invoice to differs from the main account or the name and address of the card holder (if using a merchant gateway). After you create a contact, you can select it as the billing contact using the '''Billing Contact''' menu in the [[Clients:Profile_Tab|Profile tab]].

@@ Line 3: / Line 3: @@
 The Contacts tab is accessed via the '''Clients > View/Search Clients''' page, select a client, then click the tab marked "Contacts". It contains fields for viewing client contacts and sub-accounts as well as adding or deleting them.
-[[File:client_contacts.png|thumb|Client Contacts Tab]]
+[[File:Client_contacts_new.png|thumb|Client Contacts Tab]]
 ==Adding a Contact==

@@ Line 24: / Line 24: @@
 ==Sub-Accounts==
-−
-An extension of the Contacts feature, Sub-Accounts allow clients to create sub-users under their main account, which then allows that contact to login, and carry out various actions that the main account holder has permitted them to. Refer to the [[Sub-Accounts|Sub-Accounts Guide]] for more information.
+<div class="docs-alert-info">
 ==Billing Contact==

← Older revision		Revision as of 14:16, 5 December 2014
Line 1:		Line 1:
		+	<br/><br/>{{Client Management}}
		+
		+
	The Contacts tab is accessed via the '''Clients > View/Search Clients''' page, select a client, then click the tab marked "Contacts". It contains fields for viewing client contacts and sub-accounts as well as adding or deleting them.		The Contacts tab is accessed via the '''Clients > View/Search Clients''' page, select a client, then click the tab marked "Contacts". It contains fields for viewing client contacts and sub-accounts as well as adding or deleting them.
	[[File:client_contacts.png\|thumb\|Client Contacts Tab]]		[[File:client_contacts.png\|thumb\|Client Contacts Tab]]