My Notes - Revision history

SarahK at 20:05, 26 April 2022

2022-04-26T20:05:33Z

SarahK at 19:12, 14 April 2022

2022-04-14T19:12:26Z

SarahK at 21:05, 1 March 2022

2022-03-01T21:05:07Z

SarahK: Created page with "Each admin has a note area that you can access from throughout WHMCS. These notes are only visible to the admin and any Full Administrators. ==Accessing Notes== You can view..."

2022-01-10T19:38:12Z

Created page with "Each admin has a note area that you can access from throughout WHMCS. These notes are only visible to the admin and any Full Administrators. ==Accessing Notes== You can view..."

New page

Each admin has a note area that you can access from throughout WHMCS. These notes are only visible to the admin and any Full Administrators.

==Accessing Notes==

You can view and edit your own notes at '''Account > My Notes''' from anywhere in the Admin Area. You can also access them at '''Account > [[My Account]]''' in the '''My Notes''' text box.

To update them, make any desired changes and then click '''Save Changes'''.

===Full Administrators===

Full Administrators can view and edit the notes for any admin by clicking the edit icon at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Administrator Users'''. The notes appear in the '''Private Notes''' text box.

==Prior to WHMCS 8.0==
Prior to WHMCS 8.0, you can access your notes by clicking '''My Notes''' in the top-left corner of every page and in the '''My Notes''' admin dashboard widget.

@@ Line 1: / Line 1: @@
 Each admin has a note area that you can access from throughout WHMCS. These notes are only visible to the admin and any Full Administrators.
-You can access this feature at '''Account > My Notes''' from anywhere in the [[Admin Area]]. You can also access this at '''Account > [[My Account]]''' in the '''My Notes''' text box.
+You can access this feature at '''Account > My Notes''' from anywhere in the [[Admin Area]]. You can also access this at '''Account > [[My Account]]''' in the '''My Notes''' text box. Prior to WHMCS 8.0, you can access your notes by clicking '''My Notes''' in the top-left corner of every page and in the '''My Notes''' admin dashboard widget.
 ==Updating Notes==
@@ Line 9: / Line 9: @@
 ===Full Administrators===
-Full Administrators can view and edit the notes for any admin by clicking the edit icon at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Administrator Users'''. The notes appear in the '''Private Notes''' text box.
+Full Administrators can view and edit the notes for any admin by clicking the edit icon at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Administrator Users]]''' or, prior to WHMCS 8.0, '''Setup > Staff Management > Administrator Users'''. The notes appear in the '''Private Notes''' text box.

@@ Line 1: / Line 1: @@
 Each admin has a note area that you can access from throughout WHMCS. These notes are only visible to the admin and any Full Administrators.
-You can view and edit your own notes at '''Account > My Notes''' from anywhere in the Admin Area. You can also access them at '''Account > [[My Account]]''' in the '''My Notes''' text box.
+You can access this feature at '''Account > My Notes''' from anywhere in the [[Admin Area]]. You can also access this at '''Account > [[My Account]]''' in the '''My Notes''' text box.
 ==Updating Notes==