Feature Requests
Share ideas, discuss and vote on requests from other users in community
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Admin Area
Investigating
I know we can deleted them, but then we lose all their history,
invoices, trouble tickets, notes, etc, and many of these customer's will
either come back later on by themselves, or we will do a 'repatriation'
offer down the road to win them back - so we like to keep them for a
few years. Also, we're required to keep their invoice history for 6
years, so being able to hide cancelled clients would be very handy.
http://forums.whmcs.com/showthread.php?62478-Feature-Request-Hide-Non-Active-%28Cancelled%29-clients
I like this idea
Ok so we already have 3 possible statuses for clients - Active, Inactive and Closed - and only Active ones show up in the Active Client profile dropdown selection menus. But what you're asking for here is the ability to hide them from things like the intelligent search and main client lists by default also? How do you envisage the option for finding them working? Would you only be able to search for them via the main search on the Clients list page - never through intelligent search?
Great feature request, I think it should have two options though, hide inactive clients as well as hide closed clients.
We do more than just hosting, so some customer do not get billed on a regular basis, some only once or twice a year. WHMCS automatically assigns these clients as inactive, although they are not actually do. These types of clients I would like to see, but custoemrs who have closd account status, we need to keep their invoice data, etc and hopefully will will them back, but I definatly dont want to see them in my client list every day.
Inactive clients should have an option to NOT hide them automatically.
Closed clients should be have a "hide" button as well.
Then filter on "hidden", "active", or "inactive" in client list.
Hide Inactive products and domains too. I have customers with hundred of domains expired and it's very tedious see all that domains in the panel. The client area could have a checkbox to "Show inactive or expired products"-
Regards
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Only agree with this if is a option and not by default
Having an option to hide would be perfect.
This is a MUCH wanted feature. I hate seeing all the searches cluttered by inactive or cancelled clients. Certainly we can't delete them (we need the audit history) but we should be able to have an toggle-option to hide the cancelled group and/or hide the inactive group - or a toggle option to ''only show active clients'' or something along those lines.
1 thumbs down by matt.. :) (lol, I am joking)
- Its a really usefull request and also good if they allow to hide fraud, canceled and unpaid orders
For me, most of the reason is to clean up the clutter, and not to take up unnecessary room in the searches and reports. If I intelligent search for 'fred', I don't need to see any of the Fred's who are no longer customers taking up space among the active Freds, or bumping some of the active Freds off the bottom of the list. I can't delete them - since we need their history and since they may come back as customer's in the future, but by default, there should be a way to hide inactive/cancelled clients and/or products/services.
Also, some of it is just emotional - every time I search for a 'John' I see an ex-customer come up in the list that ended as a messy-poorly-handled-mess, and I frankly don't need to be reminded about that mess and how poorly we handled it. :) It'd kinda be like having your ex-wife's photo popping up all the time and stirring up the ulcer. :)
ALSO - if you add together the votes for this ''Hide Cancelled Client'' request, and the ''Hide Cancelled Services'' requests in to a ''Hide Clients/Products/Services/Invoices" request - then combined, there are a LOT of votes for the ability to hide inactive & cancelled things. :)
Agree with what others have said here - have an active, closed, and inactive clients tab automatically. Also, clients should have their cancelled/closed products hidden as well.
+1 on this important feature for all products/services. Any client with over a hundred domains will appreciate this feature.
Is possible to automatically delete clients who are inactive for X months? For example - cron should delete all users who are inactive for 24 months or longer. We would like to keep WHMCS clean, fresh and smoothly running, we do not need saved clients who are not our customers for 4,5, 6 or 10 or even more years... There should be some "auto cleaning" mechanism.
Where is the option to hide in WHMCS 5.2.4?
I can't find the option neither and it's marked like COMPLETED.
What about being able to turn on switching to inactive or closed clients when in the client view?
This is rather frustrating as well when you are in client view and someone that is marked inactive calls in... and guess what?!? You can't switch to them with the pull down list!
one of the easiest options would be for the View Clients in the admin menu bar to be changed to have a submenu and options for Viewing Active, Inactive and closed clients.
/admin/clients.php?status=Active
/admin/clients.php?status=Inactive
/admin/clients.php?status=Closed
>one of the easiest options would be for the View Clients in the admin
>menu bar to be changed to have a submenu and options for
>Viewing Active, Inactive and closed clients
You can just edit the menu to do this ;)
We moved over from QuickBooks Online a while back and this is pretty close to what they do and it worked great. They did not have the concept of an inactive client, but you could delete a client and it would disappear from the list. They had a little check box that said "show deleted clients", you check the box, they all show up. And you could go back and undelete and "repatriate" as the OP said. Worked perfectly.
Agreed! Love this idea.
I think if it can be configured e.g. "Hide inactive clients" as a dropdown setting in WHMCS Settings page that would be amazing!
this is nice!!
Ok so we already have 3 possible statuses for clients - Active, Inactive and Closed - and only Active ones show up in the Active Client profile dropdown selection menus. But what you're asking for here is the ability to hide them from things like the intelligent search and main client lists by default also? How do you envisage the option for finding them working? Would you only be able to search for them via the main search on the Clients list page - never through intelligent search?
On clients.php system should by default show only active clients, not closed and inactive. Closed and inactive clients appear only when you specifically search for those categories.
- intelligent search would only look for active
- /admin/clients.php could be used to look for all
- or intelligent search could have a toggle to search through active only / all
Hi,
IMHO if you click a checkbox that will hide closed customers, this would eliminate them from the system and all searches altogether. Should we need the data, a simple unchecking of teh hide configuration, will bring the action back to its normal status as it is currently functioning in WHMCS.
The point of the customer being in closed status is that they have moved on for now. We cannot delete them as we need their history of invoices, tickets etc. but its most inconvenient having them show up everywhere.
In my case I need the inactive customers to show up alongside teh active customers, as not everyone has a fixed monthly invoice. Some of my customers only get billed ad hoc, so they are active for me, just not necessarily regular.
I trust this makes sense
What I would like is that there would be 3 tabs with active, inactive, and closed customers as the main format. The search function obviously allows you to search across all customers if you want.
It would also be awesome to have the ability to search names by sub contacts as well (name, email address, companies, etc).
Of course, the option to override the automatic status, or have some intelligence built in to allow you to set some parameters of when a customer goes inactive could be helpful too.
what would be useful as well is to be able to automatically classify clients as fraud clients as well as their orders.
>we already have 3 possible statuses for clients - Active, Inactive
>and Closed... ... How do you envisage the option for finding them
>working? Would you only be able to search for them via the main
>search on the Clients list page - never through intelligent search?
I would envision having a ''Hide Inactive/Closed Clients'' option (probably in the Setup -> General Settings -> Other) and then all searches and reports would hide them. Then, in certain searches (like the Clients -> View/Search for example) would have an option to ''Include Inactive/Closed Clients'' right at the top.
Yes, we find this a major problem. We're required to keep all those records (invoices etc ) for 7 years for the Government, but so many of the reports and searches and things are cluttered by closed/cancelled customers. For me, I'd like to have a 'switch' in the settings to ''Hide Inactive/Closed Clients'' and when that's selected, those closed customers need not clutter up any searches or reports.
or simply a small option to tick under the search bar, to include inactive / closed accounts in the search or not. :)
This would certainly be nice to hide those clients who sign up and get marked as fraudulent before they can even do anything.
Agreed, this should be added somewhere. Either as a global setting or search box option for the WHMCS users.
Agreed, this should be added somewhere. Either as a global setting or search box option for the WHMCS users.
Hey All, Any progress on thsi one by any chance?
i agree an update would be nice, this feature request is now 4 years old
Do they even read these requests? its a legal requirement for us to keep client records. but i have no option but deletion
They apparently read it 3 short years ago. ;) For us (and I would guess for everyone) this is an increasing problem. We are required to keep all these records for 7 years for the Government - yet we don't want to have every cancelled or inactive client visible in these searches or reports. Ideally - there should be a system-wide toggle so that we can 'Hide Cancelled/Inactive' on by default, and toggle it to show when we need to see them on a report.
I am surprised this is 5 years old given the simplicity and need for most of us. I hope WHMCS can get this on the roadmap.
The only thing that I would say about this is they need to prevent clients with active recurring "Billable Items" from being marked inactive first before this became a thing.
I hate seeing closed clients in the search results. Every time I see a client who has died, it makes me sad. If they are marked closed, then they should not appear in the search. They would still be in the client list if you needed the history.
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