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.
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.
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.
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.
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...
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