view projects on client profile page

[leemason]

oit would be nice if when viewing a clients profile in the admin we could see the projects associated with that user.

you can see tickets/services/domains and all the rest, plus there is a handy hook you already have for showing stuff on this page, so can we get it implemented in the next release.


prefferably a table below the services table would be a good place, but even a tab, or a link, or something would be okay.

[wpeters]

oit would be nice if when viewing a clients profile in the admin we could see the projects associated with that user....

Also to this, would be great to have client name in the home page PM widget, before Title. Of course, not much room. Perhaps an option to select Name instead of title - next to My Assigned, Due Projects.

[hardbrasil]

To access the project management addon on the client side,
you simply need to navigate to /index.php?m=project_management
You should add a link to that URL to your custom header template for clients.

[hardbrasil]

the next release of whmcs will be more integrated with Project manager.
maybe with emails of tasks for staffs

[inyerface]

Also to this, would be great to have client name in the home page PM widget, before Title. Of course, not much room. Perhaps an option to select Name instead of title - next to My Assigned, Due Projects.

I agree!! I think the option of listing clients and their active projects is important here. The way I'd like to see it work (based on a system I used to use) is to list the client name and a summary of their projects. There is also an ability to toggle between "client list" or "project list".

The client list would look something like this:

+ | Client Name | Active Project: 3 | Overdue Projects: 1 | Etc...

The + can be used to expand the client projects exactly as the list is now.

[switch]

To access the project management addon on the client side,
you simply need to navigate to /index.php?m=project_management
You should add a link to that URL to your custom header template for clients.

I get an endless login loop for this URL... not to mention the home page for the client area is /clientarea.php

/clientarea.php?m=project_management <- doesn't work, shows the client area page
/index.php?m=project_management <- doesn't work, asks for login even though user is already logged in

The "Tick to enable Client Area Project Access" permission is set and saved in the admin area.

I have the feeling I'm missing something obvious here...

[joedavis]

I'm having the same problem.

[joedavis]

Okay, I found the fix. If you look at the bottom of http://docs.whmcs.com/Project_Management you will see a section about "Required Bug Fix." When i first saw this, I thought it was saying the 1.1 update would fix the issue but I already had that update so I figured there was another issue. Reading closer I realized that I needed to install the patch linked to under "Required Bug Fix." After installing the patch (which is just a new index.php file for the root of the whmcs install), browsing to /index.php?m=project_management works just fine.

[facupuig]

I think this will be fixed soon, I can't believe that you need to manually modify your menu... this should be already in there.

[facupuig]

I just found the update under Services, Still need to add localization to that file.
Also, It will be added to the Mobile add ons?

[rogerr]

browsing to /index.php?m=project_management works fine.

thats right,
but if the client has no project the menuebutton is needless.

so something like "if the clients has an project the link is visible, if not there is no link" would be a great function.