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Client profile log and time/date stamped notes.

Already Possible Adam B. 19/10/2022 - 04:13

Add a client profile log where all actions to do with the client/profile changes are logged like date adjustments or anything action hat can be done on profile.

We need and option to add notes to clients profile hat are logged/time/date etc.

Comments (3)

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Omur A. WISECP Staff

05/11/2022 - 00:19

Hi Adam

The features you mentioned are already available. Please see the screenshots below.

Admin Area;
https://t.wcp.cx/l/UfDJNw
https://t.wcp.cx/l/N7glVK (for notes)

Client Area;
https://t.wcp.cx/l/t2wke0

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Adam B.

05/11/2022 - 00:23

That note option isn't isn't really suits le or what I was referring to. It's more a single sheet text pad.

As I said in description I was requesting a proper Admin notes for client profile where staff can log their actions like what's available in WHMCS.

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Omur A. WISECP Staff

05/11/2022 - 01:05

You can create a different feature request for this. Your request contains multiple features.

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