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Text field to write "Notes" or "Memos" for accounts.

dkTronicsCL shared this idea 4 years ago
Open Discussion

English:


Sometimes you need to write a text or an important reminder for a client. It would be nice to have a text field for each account and it's shown in the list of accounts.


Spanish:

A veces es necesario escribir un texto o un recordatorio importante para un cliente. Sería bueno tener un campo de texto para cada cuenta y que este se muestre en la lista de cuentas.

Comments (8)

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How would you expect users to use this note field?

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cPanelAdamF wrote:

How would you expect users to use this note field?
To type or record any issue, that need to be remember or type any special note for future refrences

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Nice idea. For example I need simple contact information about domain owner. Telephone, address, mail, note, etc. Today I use excel sheet for contact information but is not best.

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There are separate ideas merged?

One would be an internal Notes field only the host would see:

Some hosts may use for full contact info. Others may still want some minimal contact info here - even if your billing is in another system, nice to be able to address user by name or get a phone number quickly or for a CSR who has limited access to your other systems.

Could be used for notes for things done to the account:


  1. 20161119 - Pete C - unsuspended after payment rec'd
  2. 20161118 - JGH - suspended acct - payment of balance required to unsuspend
  3. 20161116 - Tom J - downgraded plan per phone call with A.M.
  4. 20161009 - Pete C - tweak php.ini for WP theme per Joe Blow.
  5. 20151007 - Pete C - removed parked domain fghdhgfsfyf.com - Anna is trying WIX
  6. 20141002 - JGH - A.M. authorized Joe Blow joblow@nosuch.tld 555-555-5555 as webmaster for all websites - give tech info/assist, but may not change plan or cancel.

Could be used to hold a cross-reference to an account number or client's name in another system where you may not have the facility to search by domain name.

Billing/contact # D006729

Acct: Manana, Anna

One would be a Memo field as OP shenzy requested here that the client can also see.

Could be something non-urgent you want client to be reminded of from time to time - the presence of the "sticky note" icon in the cPanel as shenzy illustrated (ony when a memo is present, users without a memo don't have that icon): On 2014 Oct 2, you have authorized Joe Blow to act on your behalf for webmaster issues. Please remember to rescind this auth should your situation change.

To take this idea a step further, in addition to the "stick note" icon for non-urgent memo, could we have a prominent injected box along the top of the cpanel for time-sensitive/important notes. This could be used for:

- global announcements such as upcoming maintenance

- upcoming domain or SSL renewals

- invoicing due

Should be capable to support the option for the host of tying this field into his other systems. For example, a host may program his domain system to interract here and clear the upcoming domain renewal reminder out of this field once the domain order is processed.

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Why not just write a text file in the base of the account folder such as /accountname/notes.txt and you can edit/access this from the File Manager.

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Because writing a text file means that as a WHM user, I would have to open cPanel, find the account, open file manager... alternatively I would have to use SSH or FTP. The point is to make things easier, not harder.


I'm all for this idea, and like the idea of having a staff copy visible in WHM, and a client copy which can both be seen/edited by the client AND seen/edited in WHM.


An idea of how this is implemented is with forum software like MyBB, where there is a shared admin notes panel in the admincp and a private notes panel in the usercp. Similar concept.

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Would be nice if, when signing in to the user's account as 'root', the NOTES you'd made were displayed at the top - perhaps as a clickable show/hide eg:

YOU HAVE ADDED NOTES TO THIS ACCOUNT - CLICK TO VIEW

Or if none present:

CLICK HERE TO ADD NOTES TO THIS ACCOUNT

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I see that this topic is quite old and may not be likely to be incorporated but I also have a use case that would benefit greatly from a custom field on the hosting account list and would love to see this option in the future! I will stay tuned...