Ability to add a note to each account in list accounts page.. see image for example
Text field to write "Notes" or "Memos" for accounts.
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.
I like this idea 
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How would you expect users to use this note field?
How would you expect users to use this note field?
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.
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.
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:
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.
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:
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.
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.
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.
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
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
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...
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...
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