Client notes

Owned by HostBill
Sept 28, 2020

Overview

The Client Notes plugin allows customers to see admin notes (with client-viewable flag) related to their profile.

Activating the module

  1. The plugin is free and available to all HostBill users. In order to activate the plugin go to Settings→ Modules→ Plugins → Inactive, find and activate Client Notes plugin.
  2. Once the plugin is activated you will be directed to Settings→ Modules→ Plugins to configure the module.

Module configuration

Fill in the configuration fields:

  1. Choose module display name
  2. Select if you want the plugin to be accessible for all staff members or only selected staff members