EnglishWHMCS allows you to create custom fields for clients, enabling you to collect additional information from them during the sign-up process or when they update their profiles. Here's how you can work with client custom fields in WHMCS:
Creating Client Custom Fields:
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Log into WHMCS:
Access your WHMCS admin panel using your administrator credentials.
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Navigate to Custom Client Fields:
- Go to "Setup" in the top menu.
- Click on "Custom Client Fields."
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Create a New Custom Field:
- Click the "Create New Field" button.
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Fill in Field Details:
- Enter a name for the field (e.g., "Company Name").
- Choose the field type (e.g., text box, dropdown menu, etc.).
- Set any validation rules or options relevant to the field type.
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Select Field Location:
- Specify where the field should appear (e.g., client registration, client profile, etc.).
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Choose Client Groups:
- Optionally, you can restrict the visibility of this field to specific client groups.
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Save Changes:
- Click the "Save Changes" button to create the new custom field.
Editing or Deleting Client Custom Fields:
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Navigate to Custom Client Fields:
- Go to "Setup" > "Custom Client Fields."
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Edit Field:
- To edit an existing custom client field, locate it in the list and click on its name.
- Make the necessary changes and click "Save Changes."
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Delete Field:
- Be cautious when deleting custom fields, as it may result in data loss.
- To delete a custom client field, locate it in the list and click the red trash can icon next to it.
Using Client Custom Fields:
- Custom client fields will now be visible on the client's profile page in the admin area.
- When adding a new client or editing an existing one, you will see the custom client fields you created.
Custom client fields in WHMCS provide a powerful way to collect specific information about your clients that may be unique to your business requirements. They allow you to tailor your client database to suit your individual needs, providing a more comprehensive view of your clients' profiles.
