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Thread: How to stop customers change their account name details

  1. #1
    Join Date
    Aug 2007
    Posts
    895

    Default How to stop customers change their account name details

    Not overly complicated, but for us, it was necessary (after legal and general business advice), as when customers sign up to our services, they personally sign up to our terms and conditions and accounts are non-transferrable. (at least not without our knowledge and agreement).
    When they do want/need to transfer their account to another party, we need to ensure it is done properly and with both parties consent and so we get them both to physically sign a transfer of ownership and acceptance form to keep things legally correct.

    (If for no other reason, this process also outlines the responsibility of the first customer to pass on all usernames and passwords for the account and gives us a professional introduction and opportunity to 'greet' and welcome the new client taking over the account).

    That warm fuzzy feeling

    In WHMCS it is currently possible (3.4.0) for customers to go in and simply change the account owner name. In some cases the persons name it was changed to, knew nothing about it and we were left with a defunct account and no accountability on it either. We know the system can email you with the changes, but when we then contacted people who changed the ownership details to tell them they couldn't do that, they (quite rightly) came back and asked us why we had let them? So, this fix was implemented.

    What it does:
    On the Change of Details page in the client area, it shows the clients first and last name and company name, but it doesn't let the client change them. It then passes the details in any form updates as hidden fields.

    OPTIONAL: I have included it in this, but is optional for you. We have a link on the page to our pdf download form which they must complete for transfer of ownership. If you don't want to include that, just leave out the bookmark hyperlink in the code in step 2

    and leave out step 3 entirely.

    Incidentally, we charge a £10 admin fee for the change of account ownership, so not only was this legally beneficial it covers administration costs and makes customers respect their account ownership and how we do business.

    HOW TO DO IT:

    Open templates/yourtemplatechoice/clientareadetails.tpl

    STEP 1: Find:
    Code:
    <input type="hidden" name="save" value="true" />
    and directly underneath add:
    Code:
    <input type="hidden" name="firstname" value="{$clientfirstname}">
    <input type="hidden" name="lastname" value="{$clientlastname}">
    <input type="hidden" name="companyname" value="{$clientcompanyname}">
    STEP 2: replace
    Code:
    <table width="100%" cellpadding="2">
    <tr><td width="150" class="fieldarea">{$LANG.clientareafirstname}</td><td><input type="text" name="firstname" value="{$clientfirstname}" size="25" /></td></tr>
    <tr><td class="fieldarea">{$LANG.clientarealastname}</td><td><input type="text" name="lastname" value="{$clientlastname}" size="25" /></td></tr>
    <tr><td class="fieldarea">{$LANG.clientareacompanyname}</td><td><input type="text" name="companyname" value="{$clientcompanyname}" size="25" /></td></tr>
    with

    Code:
    <table width="100%" cellpadding="2">
    <tr><td width="150" class="fieldarea">{$LANG.clientareafirstname}*</td><td>{$clientfirstname} 
      *need to change these details?
    </td></tr>
    <tr><td class="fieldarea">{$LANG.clientarealastname}*</td><td>{$clientlastname}</td></tr>
    <tr><td class="fieldarea">{$LANG.clientareacompanyname}*</td><td>{$clientcompanyname}</td></tr>
    STEP 3: and finally, just before

    Code:
    </form>
    add this:

    Code:
      <table border="0" cellpadding="2" style="border-collapse: collapse" bordercolor="#111111" id="AutoNumber1" width="100%">
        <tr>
          <td><a name="*Change of account ownership">*Change of account ownership</a>
    
          If you wish to change the ownership of your XYZ Hosting account into the name 
          of another individual, you both need to complete the
          transfer of ownership form.</td>
        </tr>
      </table>
    Please back-up your clientareadetails.php file first. It works.

    Enjoy

    Si

  2. #2
    Join Date
    Nov 2006
    Posts
    265

    Default

    Works great!

    Thanks
    [ WHMCS Owned License No Branding ]

  3. #3
    Join Date
    Sep 2007
    Posts
    168

    Default Re: How to stop customers change their account name details

    Quote Originally Posted by Si
    OPTIONAL: I have included it in this, but is optional for you. We have a link on the page to our pdf download form which they must complete for transfer of ownership. If you don't want to include that, just leave out the bookmark hyperlink in the code in step 2
    Would it be possible to see a sample of this pdf form you are using for transfer of ownership?

  4. #4
    Join Date
    Aug 2007
    Posts
    895

    Default

    Would it be possible to see a sample of this pdf form you are using for transfer of ownership?
    Hi,
    Yea, sure. In fact, if you can give me until tomorrow, once I'm back in the
    office I'll give you a .doc file which you can edit and then using something
    like www.cutepdf.com (if you need a free PDF creator) you can make your
    finished PDF.

    Si

  5. #5
    Join Date
    Sep 2007
    Posts
    168

    Default Thanks Si

    Si,

    Thanks a lot I appreciate that. I will check out that cutepdf a bit later too.

  6. #6
    Join Date
    Apr 2007
    Location
    Chicago, IL
    Posts
    33

    Default

    This is a great modification. I would never had thought of that possibility of someone just changing ownership like that. I would like to have a copy of that pdf also if possible.

    Thanks,
    Larry

  7. #7
    Join Date
    Aug 2007
    Posts
    895

    Default

    Here is the edited text of the PDF we use. We insert our T's and C's and AUP at the end. I'm sure you'll all edit and improve as you require.

    Si

    Code:
    Change of Account Ownership
    
    
    If, for any reason, you wish to pass ownership of your ABC Hosting account to a new account owner, this form MUST be completed by both parties.    It should be returned to us along with an administration fee of £10.  (or on receipt we will raise an invoice on the account which may be paid online).  The invoice will be raised in the current owners name.
    
    As soon as we have received this form, and processed the changeover, both parties will be notified via the support system and via email.
    
    
    
    To be completed by the NEW owner
    
    
    Please complete in BLOCK CAPITALS, ensuring both parties have signed and return to 
    
    ABC Hosting Company
    1 Sillicon Tower 
    Your Town
    Your State
    
    
    
    I, ……………………………….........................................................
    
    agree to take financial control and legal responsibility for ALL of the hosting accounts and domain names currently managed by the current owner, on ABC hosting company’s servers.    I have read and accept the terms and conditions listed below. 
    
    
    Email Address: ……………………………….....................................
    
    
    
    Signed………………………………..................................................
    
    
    
    
    
    To be completed by the CURRENT owner
    
    
    I, ………………….....................................
    
    agree to pass control and ownership of my account with ABC Hosting Company  to the above named person.  I have passed ALL usernames and passwords to the above named person including control panels, web mail and my client area login with ABC Hosting Company.
    
    
    
    
    Signed………………………………...............................................
    
    
    
    
    
    
    
    ABC Hosting Company Terms and Conditions
    
    Attach your terms and conditions as well as any AUP you have for them to read.

  8. #8
    Join Date
    Apr 2007
    Location
    Chicago, IL
    Posts
    33

    Default

    Thank You Si, this will be much appreciated in case this ever comes up on the Cold Sweat-Chicago LLC site.

    Larry

  9. #9
    Join Date
    Oct 2007
    Location
    Canada
    Posts
    11

    Default

    This looks like an excellent tip and I would like to set it up as well, however when looking through the directories I could not find a file named clientareadetails.php I can find clientareadetails.tpl and %%65^62B^62B73EG2%%clientareadetails.tpl.php Where abouts is clientareaddetails.php?

  10. #10
    Join Date
    Aug 2007
    Posts
    895

    Default

    Quote Originally Posted by haneyhack
    This looks like an excellent tip and I would like to set it up as well, however when looking through the directories I could not find a file named clientareadetails.php I can find clientareadetails.tpl and %%65^62B^62B73EG2%%clientareadetails.tpl.php Where abouts is clientareaddetails.php?
    Hi,
    typo...sorry. it is the .tpl file that you edit.

    Si

  11. #11
    Join Date
    Oct 2007
    Location
    Canada
    Posts
    11

    Default

    EXCELLENT! Installed the changes fine and everything works great. Mucho appreciated!

  12. #12
    Join Date
    Sep 2007
    Posts
    168

    Default Thanks again

    Well done! Works great.

    Thanks again,

    Baja

  13. #13
    Join Date
    Jun 2007
    Posts
    124

    Default

    Hello,

    Is this ok for use with v3.4.1?
    Netmotivated Ltd
    Web Hosting, Reseller Hosting, Domain Registrations
    http://www.netmotivated.co.uk

  14. #14
    Join Date
    Sep 2007
    Posts
    168

    Default

    Quote Originally Posted by netmotiv8
    Hello,

    Is this ok for use with v3.4.1?
    I first said yes but let me double check that for you. Ok yes looks fine to me.

  15. #15
    Join Date
    Jun 2007
    Posts
    124

    Default

    This could be a nice feature to add to WHMCS as an optional feature within admin to switch this on or off. When ON, the customer sees a 'Transfer Account Ownership' button which when selected instructs the customer through a process similar to an order process etc etc enabling them to pay an admin fee where applicable as well?
    Netmotivated Ltd
    Web Hosting, Reseller Hosting, Domain Registrations
    http://www.netmotivated.co.uk

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