Clients:Domains Tab - Revision history

SarahK at 19:22, 12 May 2022

2022-05-12T19:22:12Z

SarahK at 19:54, 19 April 2022

2022-04-19T19:54:53Z

SarahK: /* Transfer Ownership */

2022-03-11T22:34:46Z

‎Transfer Ownership

SarahK at 21:16, 1 March 2022

2022-03-01T21:16:57Z

SarahK: /* SSL Monitoring */

2022-01-20T15:38:48Z

‎SSL Monitoring

SarahK: /* SSL Monitoring */

2022-01-20T15:37:40Z

‎SSL Monitoring

SarahK at 21:16, 14 October 2021

2021-10-14T21:16:36Z

SarahK at 21:16, 14 October 2021

2021-10-14T21:16:13Z

John: /* Status */

2020-09-15T09:45:39Z

‎Status

John: /* Status */

2020-09-15T09:39:44Z

‎Status

@@ Line 4: / Line 4: @@
 You can access this tab when you view a client's profile at '''Clients > [[Client Management|View/Search Clients]]'''.
 ==Managing a Client's Domain==
-To locate domains to manage:
+To view and manage a domain, select it from the '''Domains''' menu. After you modify settings, click '''Save Changes'''.
-−
 When a registrar is selected in '''Registrar''', WHMCS will make a request to that registrar every time the page loads and obtain the current details for the domain. This ensures that the nameservers and WHOIS details in WHMCS are always accurate.
@@ Line 26: / Line 21: @@
 There are four icons that display the SSL information:
-  [[File:Ssl-active-green.png]] - A green padlock indicates that the selected domain has an active and valid SSL Certificate.
+  [[File:Ssl-active-green.png]] — A green padlock indicates that the selected domain has an active and valid SSL Certificate.
-  [[File:ssl-inactive-domain.png]] - A grey padlock with a negative sign is displayed for domains that are not considered active. These are services and domains that are in a Terminated, Expired or Cancelled status.
+  [[File:ssl-inactive-domain.png]] — A grey padlock with a negative sign is displayed for domains that are not considered active. These are services and domains that are in a Terminated, Expired or Cancelled status.
-  [[File:Ssl-inactive-red.png]] - A red padlock indicates that the selected domain does not have an active or valid SSL Certificate.
+  [[File:Ssl-inactive-red.png]] — A red padlock indicates that the selected domain does not have an active or valid SSL Certificate.
-  [[File:ssl-unknown.png]] - A grey padlock with a question mark indicates that the state of SSL for a domain cannot be verified with any certainty.
+  [[File:ssl-unknown.png]] — A grey padlock with a question mark indicates that the state of SSL for a domain cannot be verified with any certainty.
 For more information, see [[SSL Monitoring]].
@@ Line 182: / Line 177: @@
 The domain's current state:
-*Pending - Domain is awaiting provisioning
+* '''Pending''' — Domain is awaiting provisioning.
-*Pending Registration - Order paid but not yet registered
+* '''Pending Registration''' — Order paid but not yet registered.
-*Pending Transfer - Domain transfer currently in progress
+* '''Pending Transfer''' — Domain transfer currently in progress.
-*Active - Domain is successfully registered and available for management
+* '''Active''' — Domain is successfully registered and available for management.
-*Grace Period (Expired) - Domain is expired but within the renewal grace period
+* '''Grace Period (Expired)''' — Domain is expired but within the renewal grace period.
-*Redemption Period (Expired) - Domain is expired but within the redemption period
+* '''Redemption Period (Expired)''' — Domain is expired but within the redemption period.
-*Expired - Domain is expired (no further invoices will be generated)
+* '''Expired''' — Domain is expired (no further invoices will be generated).
-*Transferred Away - Domain has been transferred away to another provider  (no further invoices will be generated)
+* '''Transferred Away''' — Domain has been transferred away to another provider  (no further invoices will be generated).
-*Fraud - Order was marked as fraud  (no further invoices will be generated)
+* '''Fraud''' — Order was marked as fraud  (no further invoices will be generated).
 If you want to cancel a domain that isn't associated with a module, change this to ''Cancelled''. This will prevent the generation of any further invoices.
@@ Line 244: / Line 239: @@
 ==Moving a Domain to another Account==
 [[File:Transfer product.png|thumb|Transfer Domain Popup]]
 To move a domain from one account to another:
-−
 # Click '''Move Domain to Another Client''' at the top-right of the page. A window will appear. (You may need to disable popup blockers to do this.)
 # Enter the ID of the new owner. If you don't know the client's ID, use '''Search''' to find it. Click the client's name and the ID will auto-fill.
@@ Line 256: / Line 251: @@
 ===Invoices===
 You can't move invoices between clients. When you move a domain, the invoices for it will remain with the old owner. We recommend that you check the old owner's '''Invoices''' tab for unpaid invoices and cancel them.

@@ Line 6: / Line 6: @@
 ==Managing a Client's Domain==
 To locate domains to manage:
-#Search for the client in '''Clients > View/Search Clients'''. From '''Client Summary''', click the ID of the domain you want to manage from the list.
+# Search for the client in '''Clients > View/Search Clients'''.
-#Search for the domain in '''Clients > Domain Registrations > Search/Filter'''. Then, click the domain ID to be taken to the domain details.
+# From the '''[[Clients:Summary Tab|Summary]]''' tab, click the ID of the domain you want to manage from the list.
-#Using the [[Intelligent Search]].
+# Search for the desired domain.
 The '''Domains''' tab inside a client's profile allows you to view and modify all of a domain's settings. After making changes, click '''Save Changes'''.
@@ Line 37: / Line 39: @@
 <div class="docs-alert-warning">
 Prior to WHMCS 8.0, view invoices by clicking the link next to '''Payment Method'''.
 </div>
@@ Line 46: / Line 47: @@
 <div class="docs-alert-warning">
 We added this menu in WHMCS 8.0.
 </div>
@@ Line 55: / Line 55: @@
 <div class="docs-alert-warning">
 Prior to WHMCS 8.0, this appears as '''Move Product/Service''' at the top-right of the page.
 </div>
@@ Line 71: / Line 70: @@
 <div class="docs-alert-warning">
 Invoices cannot be moved between clients. When you transfer ownership of a domain, any invoices will remain under the old owner. We recommend that you check the old owner's '''Invoices''' tab for any unpaid invoices for this domain and cancel them. To invoice the new owner for the domain, move the '''Next Due Date''' forward or back by one day. The system will generate a new invoice the next time that the cron runs.
 </div>
@@ Line 78: / Line 76: @@
 <div class="docs-alert-warning">
 Prior to WHMCS 8.0, this appeared at the bottom of the page.
 </div>
@@ Line 98: / Line 95: @@
 <div class="docs-alert-warning">
 Prior to WHMCS 8.0, '''Delete''' appears as a red link at the bottom of the page.
 </div>
@@ Line 105: / Line 101: @@
 <div class="docs-alert-danger">
 Deleting a domain from WHMCS will not perform any action at the domain registrar.
 </div>
@@ Line 124: / Line 119: @@
 <div class="docs-alert-warning">
 Some other settings on this page may not display until you select a registrar.
 </div>
@@ Line 145: / Line 139: @@
 <div class="docs-alert-warning">
 Prior to WHMCS 8.0, '''Auto Recalculate on Save''' was a checkbox.
 </div>
@@ Line 177: / Line 170: @@
 ===Next Due Date===
-The date on which payment for the next renewal invoice is due. A renewal invoice for the '''Recurring Amount''' will be generated in advance of this date, as configured in '''[[Automation_Settings]]'''.
+The date on which payment for the next renewal invoice is due. A renewal invoice for the '''Recurring Amount''' will be generated in advance of this date, as configured at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Automation_Settings]]''' or, prior to WHMCS 8.0, '''Setup > Automation Settings'''.
 ===Payment Method===
@@ Line 183: / Line 176: @@
 The payment method to use for invoices for this domain. This lets accounts use a different payment method for each of their registered domains.
-If it's configured in [[Invoice_Tab#Clients_Choose_Gateway|General Settings]]], the client may ultimately pay using a different payment method from the one specified here.
+If it's configured in the '''[[Invoice_Tab|Invoice]]''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' or, prior to WHMCS 8.0, '''Setup > General Settings''', the client may ultimately pay using a different payment method from the one specified here.
 ===Status===
@@ Line 269: / Line 262: @@
 ==Admin Notes==
-Here, staff can enter private notes about the client to display to other staff viewing this service under '''Products/Services'''. Notes here are separate from the ones under any other service, domain, or the client's '''Summary''' tab.
+Here, staff can enter private notes about the client to display to other staff viewing this service under the '''[[Clients:Products/Services Tab|Products/Services]]''' tab. Notes here are separate from the ones under any other service, domain, or the client's '''[[Clients:Summary Tab|Summary]]''' tab.

@@ Line 67: / Line 67: @@
 # In the box that appears, enter the '''Client ID''' for the new owner. Alternatively, use the box below this to search by name, company, or email address. Click the account's name and '''Client ID''' will populate with that ID.
 # Click '''Transfer'''.
 <div class="docs-alert-warning">
@@ Line 72: / Line 74: @@
 Invoices cannot be moved between clients. When you transfer ownership of a domain, any invoices will remain under the old owner. We recommend that you check the old owner's '''Invoices''' tab for any unpaid invoices for this domain and cancel them. To invoice the new owner for the domain, move the '''Next Due Date''' forward or back by one day. The system will generate a new invoice the next time that the cron runs.
 </div>
-−
 ===Send Message===

@@ Line 1: / Line 1: @@
 {{Client Management}}
-The Domains tab is accessed via the '''Clients > View/Search Clients''' page. Select a client, and then click '''Domains'''. It contains details for all of a client's domains, as well as the ability to perform additional actions like registering and renewing domains, modifying WHOIS data, and obtaining EPP codes.
+The '''Domains''' tab contains details for all of a client's domains, as well as the ability to perform additional actions like registering and renewing domains, modifying WHOIS data, and obtaining EPP codes.
 ==Managing a Client's Domain==

@@ Line 26: / Line 26: @@
   [[File:ssl-inactive-domain.png]] - A grey padlock with a negative sign is displayed for domains that are not considered active. These are services and domains that are in a Terminated, Expired or Cancelled status.
-  [[File:ssl-inactive-red.png]] - A red padlock indicates that the selected domain does not have an active or valid SSL Certificate.
+  [[File:Ssl-inactive-red.png]] - A red padlock indicates that the selected domain does not have an active or valid SSL Certificate.
   [[File:ssl-unknown.png]] - A grey padlock with a question mark indicates that the state of SSL for a domain cannot be verified with any certainty.

@@ Line 19: / Line 19: @@
 The padlock icon in the top-right corner of the tab reflects the SSL status of the domain.
 For more information, see [[SSL Monitoring]].
-−
 ==View Invoices==

@@ Line 37: / Line 37: @@
 We added this menu in WHMCS 8.0.
 </div>
 Click '''More''' to access the following options:

← Older revision		Revision as of 21:16, 14 October 2021
Line 2:		Line 2:

	The Domains tab is accessed via the '''Clients > View/Search Clients''' page. Select a client, and then click '''Domains'''. It contains details for all of a client's domains, as well as the ability to perform additional actions like registering and renewing domains, modifying WHOIS data, and obtaining EPP codes.		The Domains tab is accessed via the '''Clients > View/Search Clients''' page. Select a client, and then click '''Domains'''. It contains details for all of a client's domains, as well as the ability to perform additional actions like registering and renewing domains, modifying WHOIS data, and obtaining EPP codes.
−
−	~~[[File:Client_Domain_Tab_More.png\|thumb\|Client Domains Tab]]~~

	==Managing a Client's Domain==		==Managing a Client's Domain==