Feature Requests
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Ability to Hide Inactive Clients

Anonymous shared this idea 5 years ago
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

Best Answer
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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?

Comments (39)

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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.

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yep, a simple if/else statement checking if client is inactive for x amount of time, then skip. probably would take their programmers maybe 3mins. Max 10mins.

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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.

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at times it seems all these useful and rather small functions are left alone, as they hope someone will just create an mod that can fix it.

WHMCS is like the so called "pay to win" games, they survive on their cash shop, make half a system and then you can pay a lot of extra subscriptions to actually have a functional system.

just look at multi lingual support, its only in 25% of WHMCS, the rest is left alone and now covered by Mod's or personal editing to each single area. :)

Not to mention their "updates" new version, with just a few visual changes and more "market ways", we pay $xx for these updates and they give us new abilities to access more items to "pay" for....

dont get me wrong i love WHMCS, its a nice system, but they really need to get their head out of their wallet and start giving their clients some actual useful stuff, before some other system swoops in and takes over the whole client base. There are quite a few out there, well on their way :)