Allow attachments to clent profile

WindsorBoy shared this idea 6 years ago

Completed

I would like to see the ability to add attachments to client profiles. This would allow the attachment of various PDF or other documents to client records so that contracts or other signed agreements can be recorded as part of the other stored client information.

If there is room then perhaps this could be implemented by adding another tab to the client profile that lists attachments and allows them to be downloaded or viewed.

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Best Answer

WHMCS John ● 5 years ago

Hi,

Thanks for taking the time to file this feature request. As Nathan noted, this is already a feature of WHMCS. The relevant documentation is located at http://docs.whmcs.com/Clients:Summary_Tab#Files

Comments (3)

Nathan Hilton ● 6 years ago

Adding attachment to clients accounts is something that people can already do,here's an example: http://prntscr.com/3iny7j (Blend Template)

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WindsorBoy ● 6 years ago

Thanks. I never noticed this feature.

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WHMCS John ● 5 years ago ●

Hi,

Thanks for taking the time to file this feature request. As Nathan noted, this is already a feature of WHMCS. The relevant documentation is located at http://docs.whmcs.com/Clients:Summary_Tab#Files

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