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Thread: need a way to attach files to a customer's profile

  1. #1
    Join Date
    Nov 2008
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    24

    Default need a way to attach files to a customer's profile

    we use the notes section to copy and paste the contents of txt files we had been maintaining on our customers on a company server but still can not figure out a way to store files (pdf, xls) files in a customer's profile.

    files like network maps, call flows, etcetera

    a feature to attach files to a customer's profile would be very helpful.

  2. #2
    Join Date
    Nov 2007
    Location
    Melbourne Australia
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    670

    Default

    Hi, its a great idea, and already exists as a hack (backend only)
    http://forum.whmcs.com/showthread.php?t=14398

    Works really nicely.

    obviously if a client attaches files in emails you'd need to save to your hard drive and attach in the backend.

    A nice addition to this would also be to associate attachments that are send from within tickets, however, thats just my wishful thinking
    OZsmeBusiness
    Getting your Australian small business online and connected!

  3. #3
    Join Date
    Nov 2008
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    24

    Default

    we use another telecom billing system that has an internal support module and they have that feature where we can click on "add to client assets" as they call it

    but the app is closed off from everything else we run so we dont use it for support

    do you run the hack? does it work well?

    we are needing it foir internal use only for the most part so it may be just what we need.

  4. #4
    Join Date
    Nov 2007
    Location
    Melbourne Australia
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    Yes Atilla,
    Often we get emails from clients (rather than tickets), such as a design brief, that we then send out to 3rd parties, so its great to have that version of the document effectively 'locked off' for that client

    happy with it, apart from a couple of small issues (not major)
    1. can't yet delete documents from the list, and
    2. after uploading the success message shows in the main screen, so have to press the back button.
    3. would like to see a list of attachments in the actual summary page, rather than just a 'view documents' link

    if I get around to addressing these issues, will repost the code to the original thread (with cedit tot the original poster)
    OZsmeBusiness
    Getting your Australian small business online and connected!

  5. #5
    Join Date
    Nov 2008
    Posts
    24

    Default

    zorro,

    it sounds like aside from the slight quirkiness its perfect for what we need to do

    i looked at tom's original post and in the txt file i see:

    ***
    1. Create table for uploads:

    CREATE TABLE IF NOT EXISTS `upload` (
    `id` int(11) NOT NULL auto_increment,
    `userid` int(11) NOT NULL,
    `name` varchar(30) NOT NULL,
    `type` varchar(30) NOT NULL,
    `size` int(11) NOT NULL,
    `content` mediumblob NOT NULL,
    PRIMARY KEY (`id`),
    KEY `userid` (`userid`)
    ) ENGINE=MyISAM DEFAULT CHARSET=latin1 AUTO_INCREMENT=50 ;
    ***

    is this referring to creating a table in mysql or is this actual code that needs to be put somewhere?

  6. #6
    Join Date
    Nov 2007
    Location
    Melbourne Australia
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    Default

    mysql, done from phpmyadmin
    OZsmeBusiness
    Getting your Australian small business online and connected!

  7. #7
    Join Date
    Jan 2010
    Location
    USA
    Posts
    5

    Default

    Great stuff. Nice to read some well written posts that have some relevancy!

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