Feature Requests
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Manually Allocate customer to Affiliate

selwynorren shared this idea 5 years ago
Under Consideration

Hi, This has been discussed in the forums before, but I don't recall the outcomes.

I would love the ability to allocate a customer to an affiliate with the requirement of an order.

When I moved from reseller hosting to VPS hosting, I changed service providers. This meant I had to change my WHMCS package. I transfered my customers to teh new WHMCS but lost all the affiliate allocations. Now when I want to allocate specific customers to specific affiliates, but it seems not possible.

Best Answer
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You can do it from the customer's order, lower right side it should show a dropdown for affiliate.

Comments (14)

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I would like to request a possible quick modification that could work. Could you add a function that would create an order for an existing product/service that does not have an order. Maybe even have it so you can select an affiliate from the function to make it a one step.

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I'd suggest this is a barrier to entry for people looking to move to WHMCS and should be high on the developers lists of things to get done .

An existing hosting company with Affiliates simply can't change to WHMCS without this basic feature.

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Just to be clear, you can add an Order to an Affiliate, you can't add an Existing Client to an Affiliate.