Results 1 to 2 of 2

Thread: Add file attachments to client notes

  1. #1
    Join Date
    Nov 2007
    Posts
    15

    Default Add file attachments to client notes

    I'm finding the Notes tab on the Client record really useful. We would like to be able to add file attachments to these notes (proposals, reports, design briefs etc) so we can effectively use whmcs as a central repository for all of our client data.

    We have 2 offices and the ability to share info in this way would be invaluable. is this something that could be considered for future versions?

    And in the mean time, is there an easy(ish) way of kludging something like this together?

    Ked

  2. #2
    Join Date
    May 2008
    Location
    Melbourne
    Posts
    245

    Default

    How about in the "To-Do List" for now? By the way, I like your idea, it would be a great way for outsourced sales and support to keep the host informed as well as each other.

    Not only that, it could be used for customer tracking too.

    Cheers,

    Mike
    Australian Data Hosting Centre
    Premium Business Hosting and Domain Names
    A1 Hosting
    Budget Conscious Web Hosting

Similar Threads

  1. Add API function for client notes
    By timgws in forum Feature Requests
    Replies: 0
    Last Post: 11-09-11, 12:50 AM
  2. Add/Save for Client Notes
    By stumblrmonk3 in forum Feature Requests
    Replies: 0
    Last Post: 11-14-10, 03:48 PM