Clients:Profile Tab - Revision history

SarahK: /* Admin Notes */

2022-12-02T19:31:19Z

‎Admin Notes

2022-10-24T18:14:23Z

‎Currency

2022-10-24T18:07:22Z

‎Currency

2022-05-12T18:30:04Z

2022-05-12T18:12:06Z

‎Email Notifications

2022-04-19T20:25:09Z

‎Client Group

2022-04-19T20:24:51Z

‎Billing Contact

2022-04-05T10:17:46Z

‎Email Notifications

2022-03-01T21:12:00Z

2021-12-09T15:40:01Z

‎Marketing Emails Opt-out

← Older revision		Revision as of 19:31, 2 December 2022
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	Enter private notes about the client, which will display whenever someone views this tab.		Enter private notes about the client, which will display whenever someone views this tab.

−	Separate notes sections are ~~available~~ available under the '''[[Clients:Products/Services Tab\|Products/Services]]''', '''[[Clients:Domains Tab\|Domains]]''', and '''[[Clients:Notes Tab\|Notes]]''' tabs.	+	Separate notes sections are available under the '''[[Clients:Products/Services Tab\|Products/Services]]''', '''[[Clients:Domains Tab\|Domains]]''', and '''[[Clients:Notes Tab\|Notes]]''' tabs.

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 An account's currency is fixed when placing the first order, and all subsequent orders will use it. As a result, users won't see the currency selector on the order form.
 * We recommend against changing an account's currency after an order has been placed and invoices, services, and transactions have been generated.
-* For steps for our recommended method for changing a client's currency, see [https://help.whmcs.com/m/payments/l/1122770-changing-the-default-currency Changing the Default Currency].
+* For steps for our recommended method for changing a client's currency, see [https://help.whmcs.com/m/payments/l/1552574-changing-a-client-s-currency Changing a Client's Currency].
 ===Status===

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 Select the account's default currency. This will change the currency symbol, but '''will not''' automatically convert any prices, invoices, or transactions into the appropriate amount in the new currency.
-An account's currency is fixed when placing the first order, and all subsequent orders will use it. As a result, users won't see the currency selector on the order form. We recommend against changing an account's currency after an order has been placed and invoices, services, and transactions have been generated.
+An account's currency is fixed when placing the first order, and all subsequent orders will use it. As a result, users won't see the currency selector on the order form.
+* We recommend against changing an account's currency after an order has been placed and invoices, services, and transactions have been generated.
 ===Status===

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 ===Email Notifications===
-{{:Other_Tab#Client_Email_Preferences}}
 ==Settings==

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 ===Client Group===
-If [[Client_Groups|client groups]] have been configured in '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Client Groups''' (or, prior to WHMCS 8.0, '''Setup > Client Groups'''), use this to assign a group or remove their group assignment.
+If client groups have been configured in '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Client Groups]]''' (or, prior to WHMCS 8.0, '''Setup > Client Groups'''), use this to assign a group or remove their group assignment.
-−
 ===Email Notifications===
 {{:Other_Tab#Client_Email_Preferences}}

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 ===Billing Contact===
-Select the main contact for billing-related items. You can create billing contacts in the [[Clients:Contacts_Tab|Contacts]] tab.
+Select the main contact for billing-related items. You can create billing contacts in the '''[[Clients:Contacts_Tab|Contacts]]''' tab.
-−
 ===Currency===
 Select the account's default currency. This will change the currency symbol, but '''will not''' automatically convert any prices, invoices, or transactions into the appropriate amount in the new currency.

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 The '''Profile''' tab contains fields for changing the account's contact details, like their name, address, and email address. It also contains other options that affect the behavior of the account in WHMCS.
-To access the '''Profile''' tab, go to '''Clients > View/Search Clients''', select a client, and click '''Profile'''.
+You can access this tab when you view a client's profile at '''Clients > [[Client Management|View/Search Clients]]'''.
 ==View Marketing Opt-In Consent History==

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 ===Marketing Emails Opt-out===
-Toggle this to '''On''' to prevent emails sent via the [[Email Campaigns]]] (formerly [[Mass_Mail|mass mail]]) or [[Email Marketer]] tools. Clients can change the status of this field themselves via '''Account Details''' in the client area (if it's enabled in [[Other_Tab#Marketing_Opt-out|General Settings]]).
+Toggle this to '''On''' to prevent emails sent via the [[Email Campaigns]] (formerly [[Mass_Mail|mass mail]]) or [[Email Marketer]] tools. Clients can change the status of this field themselves via '''Account Details''' in the client area (if it's enabled in [[Other_Tab#Marketing_Opt-out|General Settings]]).
 ===Status Update===