At times, there is need for additional information to be viewable from the Clients Profile which can allow, by means of editable template, the ability to store custom fields.
The technical challenge with this request is not so much allowing tabs to be added, but it's what happens after the tab is selected. What functionality would you want to see provided to handle rendering of the tab content post-click?
Also, there are already a large number of tabs - are you running into scenarios where the tabs exceed the available horizontal space, and how are you finding the experience when that happens?
Andre Bellafronte
commented
26th October 19
WHMCS can officialize this on the module developer documentation.
Websavers
commented
7th April 19
Hey guys,
With the permission of the folks over at BusyRack, I've modified the Javascript code they originally created to insert tabs in the WHMCS admin -- it should work great for both Client Summary pages and Support Tickets. We welcome pull requests to the repository if you need to modify it to work with other tabs anywhere in the admin.
Aside from tabs at the customer profile, we would like to be able to add tabs to invoices too. For example, we're linking our invoices with accounting software and it would be helpful to display the link there too.
twhiting9275
commented
21st April 18
This is definitely a needed feature
Gizmo Wexler
commented
3rd March 18
This would be a very valuable feature, especially since you are not able to add custom fields to contacts. Plus, some clients/contacts have specific requirements. Ability to add modules for Client accounts would be a great addition.
Mark Fitzgerald
commented
2nd May 17
I have to agree that this is a needed tab. My Sales and designers are constantly getting confused when to view a client's summary page and then ask, where are their tickets? To have a tab that would show all the open, closed etc just for that client would be very handy.
9DollarDomains
commented
24th November 16
Well, that is strange then. It is an ongoing time waster to have to go into the ticket area to see if there is already and open ticket for a client on the currently reported issue, and if there isn't, to then have to back out to the main profile area in order to 'open' a new ticket.
It would be so much quicker (20-30 times a day) to A) have a 'Ticket (#)' tab right next to the 'Notes (#)' tab in the admin area, and B) to be able to open a new ticket from inside a client's 'View all Support Tickets'' screen.
Mitch Menghi
commented
23rd November 16
The funny thing is... i have this working with code that was given by the guys at WHMCS, so i have no idea why this is not a default option... its needed.... the reason i needed it is because i have products that are not provisioned by cPanel but need a username and password eg. Hosted Exchange Account.... here is what it looks like.... it should be available to everyone and part of core... should not have to go and hack template files.
Vaibhav Batra
commented
5th February 17
do you care to share it with us, I really need it.
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Also, there are already a large number of tabs - are you running into scenarios where the tabs exceed the available horizontal space, and how are you finding the experience when that happens?
With the permission of the folks over at BusyRack, I've modified the Javascript code they originally created to insert tabs in the WHMCS admin -- it should work great for both Client Summary pages and Support Tickets. We welcome pull requests to the repository if you need to modify it to work with other tabs anywhere in the admin.
You'll find the project here: https://github.com/websavers/WHMCS-admin-tab-creator-library
Cheers,
Jordan
It would be so much quicker (20-30 times a day) to A) have a 'Ticket (#)' tab right next to the 'Notes (#)' tab in the admin area, and B) to be able to open a new ticket from inside a client's 'View all Support Tickets'' screen.