Clients:Emails/Notes/Logs Tabs - Revision history

SarahK at 14:54, 18 January 2022

2022-01-18T14:54:19Z

SarahK at 14:36, 18 January 2022

2022-01-18T14:36:35Z

SarahK at 18:39, 17 December 2021

2021-12-17T18:39:15Z

PeterB: DOCS-6834

2019-10-30T16:47:44Z

DOCS-6834

Nathan: /* Emails tab */

2018-08-28T19:56:13Z

‎Emails tab

John at 15:08, 4 December 2014

2014-12-04T15:08:21Z

John: Created page with "==Emails tab== The Emails tab is accessed via the '''Clients > View/Search Clients''' page, select a client, then click the tab marked "Emails". It contains a paginated list..."

2014-12-04T14:42:04Z

Created page with "==Emails tab== The Emails tab is accessed via the '''Clients > View/Search Clients''' page, select a client, then click the tab marked "Emails". It contains a paginated list..."

New page

==Emails tab==

The Emails tab is accessed via the '''Clients > View/Search Clients''' page, select a client, then click the tab marked "Emails". It contains a paginated list of emails sent to the client through WHMCS since the logs were last pruned.

==Notes tab==

Here staff can enter private notes about the client to be displayed to whoever views this Notes tab. The tab itself will display the number of notes in brackets. Separate notes sections are available available under the Products/Services, Domains and Profile tab.

Tick the '''Make Sticky''' checkbox and this note will be displayed throughout the client's account and on any tickets they submit in the admin area.

==Log tab==

Displays a paginated list of entries from the Activity Log pertaining to this client, as well as options to search/filter the results. This provides a detailed audit trail of the client's history with your company.

@@ Line 4: / Line 4: @@
 ==Emails tab==
-The Emails tab lists the emails that WHMCS has sent to a client.
+The '''Emails''' tab lists the emails that WHMCS has sent to a client.
 For more information, see [[Clients:Emails Tab]].
@@ Line 10: / Line 10: @@
 ==Notes tab==
-Here staff can enter private notes about the client to be displayed to whoever views this Notes tab. The tab itself will display the number of notes in brackets. Separate notes sections are available available under the Products/Services, Domains and Profile tab.
+The '''Notes''' tab displays private notes that admins have added for the client.
-Check '''Make Sticky''' to display the note throughout the client's account and on any tickets they submit in the Admin Area.
+For more information, see [[Clients:Notes Tab]].
 ==Log tab==
-Displays a paginated list of entries from the Activity Log pertaining to this client, as well as options to search/filter the results. This provides a detailed audit trail of the client's history within WHMCS.
+The '''Logs''' tab provides a detailed overview of the client's history within WHMCS.

@@ Line 4: / Line 4: @@
 ==Emails tab==
-The Emails tab is accessed via the '''Clients > View/Search Clients''' page, select a client, then click the tab marked "Emails". It contains a paginated list of emails sent to the client through WHMCS since the logs were last pruned, with the exception of the "Automated Password Reset", "Client Email Address Verification", and "Password Reset Validation" emails. These emails are not recorded intentionally.
+The Emails tab lists the emails that WHMCS has sent to a client.
 ==Notes tab==

@@ Line 1: / Line 1: @@
-<br/><br/>{{Client Management}}
+{{Client Management}}
 ==Emails tab==
-The Emails tab is accessed via the '''Clients > View/Search Clients''' page, select a client, then click the tab marked "Emails". It contains a paginated list of emails sent to the client through WHMCS since the logs were last pruned, with the exception of the "Automated Password Reset", "Client Email Address Verification", and "Password Reset Validation" emails.
+The Emails tab is accessed via the '''Clients > View/Search Clients''' page, select a client, then click the tab marked "Emails". It contains a paginated list of emails sent to the client through WHMCS since the logs were last pruned, with the exception of the "Automated Password Reset", "Client Email Address Verification", and "Password Reset Validation" emails. These emails are not recorded intentionally.
 ==Notes tab==
@@ Line 14: / Line 14: @@
 ==Log tab==
-Displays a paginated list of entries from the Activity Log pertaining to this client, as well as options to search/filter the results. This provides a detailed audit trail of the client's history with your company.
+Displays a paginated list of entries from the Activity Log pertaining to this client, as well as options to search/filter the results. This provides a detailed audit trail of the client's history within WHMCS.

← Older revision		Revision as of 15:08, 4 December 2014
Line 1:		Line 1:
		+	<br/><br/>{{Client Management}}
		+
		+
	==Emails tab==		==Emails tab==