Demande
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.
Soutenir cette demande
Aidez l'équipe produit à mesurer combien de clients en ont besoin.
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
0 personne a trouvé cela utile
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.
0 personne a trouvé cela utile
You can create a different feature request for this. Your request contains multiple features.
0 personne a trouvé cela utile