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
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