Hide Inactive Clients - Revision history

SarahK: /* What is an Inactive Client? */

2022-12-27T20:53:40Z

‎What is an Inactive Client?

John: /* What is an Inactive Client? */

2020-09-22T13:29:16Z

‎What is an Inactive Client?

Matt at 11:47, 19 December 2018

2018-12-19T11:47:39Z

Andrew at 10:23, 19 December 2018

2018-12-19T10:23:04Z

Andrew at 10:20, 19 December 2018

2018-12-19T10:20:54Z

Andrew: Created page with "
This page describes a feature available in version 7.7 and above
==What is Hide Inactive Clients?== O..."

2018-12-19T10:18:06Z

Created page with "<div class="docs-alert-info"><i class="fa fa-question-circle"></i> This page describes a feature available in version 7.7 and above</div> ==What is Hide Inactive Clients?== O..."

New page

<div class="docs-alert-info"><i class="fa fa-question-circle"></i> This page describes a feature available in version 7.7 and above</div>

==What is Hide Inactive Clients?==
On certain pages, the results provided are automatically filtered to hide any result that are not an active client. This allows the results to be more concise and relevant to the searches being completed.
When any results contain inactive clients, a toggle will appear with the number of hidden client results. If no results are hidden, the toggle will show with a 0 count.
[[File:hide_inactive_toggle.png|thumb|Hide Inactive Clients Toggle]]

Hide Inactive Clients is implemented on the following pages:
* Clients List (Clients -> View/Search Clients)
* Client Product List (Clients -> Products/Services)
* Client Domains List (Clients -> Domain Registrations)
* Client Addons List (Clients -> Service Addons)

==What is an Inactive Client?==
Any client that does not have the 'Active' status on their profile is seen as inactive for the functionality above.

@@ Line 5: / Line 5: @@
 ==What is an Inactive Client?==
-An inactive client is defined as any client whose client status is not set to "Active".
+An inactive client is any client whose client status is not ''Active''.
-By default WHMCS automatically manages the client status attribute based on the products, services, addons and domains within the clients account.  If a client user has one or more active services they will be set to Active.  Those without any active services will be set to Inactive.  For more information on client statuses, please refer to [[Clients:Profile_Tab#Status|Client Statuses]].
+By default, WHMCS automatically manages the client status attribute based on the client's products, services, addons and domains. If a client has one or more active services, they are set to ''Active''. Clients without any active services will be set to ''Inactive''. For more information, see [[Clients:Profile_Tab#Status|Client Statuses]].
 ==How does it work?==

@@ Line 7: / Line 7: @@
 An inactive client is defined as any client whose client status is not set to "Active".
-By default WHMCS automatically manages the client status attribute based on the products, services, addons and domains within the clients account.  If a client user has one or more active services they will be set to Active.  Those without any active services will be set to Inactive.  For more information on client statuses, please refer to [[Client Statuses]]
+By default WHMCS automatically manages the client status attribute based on the products, services, addons and domains within the clients account.  If a client user has one or more active services they will be set to Active.  Those without any active services will be set to Inactive.  For more information on client statuses, please refer to [[Clients:Profile_Tab#Status|Client Statuses]].
 ==How does it work?==

@@ Line 1: / Line 1: @@
 <div class="docs-alert-info"><i class="fa fa-question-circle"></i> This page describes a feature available in version 7.7 and above</div>
-==What is Hide Inactive Clients?==
+The Hide Inactive Clients feature is intended to optimise speed and efficiency when navigating and searching clients and their products and services within the admin area. It does this by hiding clients and their associated products and services from result sets when the client is in an inactive status.
-On certain pages, the results provided are automatically filtered to hide any result that are not an active client. This allows the results to be more concise and relevant to the searches being completed.
-When any results contain inactive clients, a toggle will appear with the number of hidden client results. If no results are hidden, the toggle will show with a 0 count.
+==What is an Inactive Client?==
 [[File:hide_inactive_toggle.png|thumb|Hide Inactive Clients Toggle]]
-Hide Inactive Clients is implemented on the following pages:
+If a list or search returns only inactive clients, then the toggle will default to Off and inactive clients will be displayed.
 * Clients List (Clients -> View/Search Clients)
 * Client Product List (Clients -> Products/Services)
 * Client Domains List (Clients -> Domain Registrations)
 * Client Addons List (Clients -> Service Addons)
-==What is an Inactive Client?==
+Hide Inactive Clients is also implemented into [[Intelligent Search]]. By default search results will render with inactive clients hidden, with a toggle option provided to view them.