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.
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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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