Feature Requests
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Add Client to Multiple Client Groups

Brad Morton shared this idea 5 years ago
Under Consideration

Since we handle installations for 3 different companies and clients have the option of purchasing a service from 1 or more of the companies involved it would be nice if we had the ability to add a client to 1 or more client Groups (TV, PHONE, INTERNET).

Being able to Sort it would be great to. That way we know what clients have all 3 service and what clients don't. That way we can cold call the clients that we want to sell additional services to.

Comments (7)

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I suggest we make Client Groups more like Tags, or like Labels in Gmail. That way we can tag a client as part of multiple groups.

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2

YES. We have many clients which are part of multiple groups.

Service plans, Phone Service, Web Hosting. I would use the built in mailer more often to send targeted messages vs sending to the entire base.

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We would really like to see this feature also.

We have Multiple products that we would like to use WHM for marketing and informational emails.

For Example (a Cloud Backup Group, Antivirus Group, Computer Support Group)

The AV group doesnt care about the Backup emails, but might be interested in getting PC Support marketing.

It is currently a real pain to use the groups for any kind of emails.

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2

This would really help when sending out email notifications. WHMCS would need to be smart enough not to email the customer once for each applicable group they are assigned to however.

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3

looking for this feature as well - hope it comes soon.

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Looks like we may be waiting a while... 4 years and counting lol.

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Exactly this, which would allow for so much more functionality and automation for emails leveraging the conditional displays.

2Jason Hull ‚óŹ 5 years agoI suggest we make Client Groups more like Tags, or like Labels in Gmail. That way we can tag a client as part of multiple groups.