Client Cards
The Client Cards plugin displays client summary information in cards on the client interface. It is intentionally minimal — install it and two summary cards appear on the client dashboard, each linking to the relevant list page.
Tie-Ins*
| Widgets | Nav Links | Client Cards | Automation Tasks | Email Templates | ACL Permissions | Search | Events | Service Management |
|---|---|---|---|---|---|---|---|---|
| NONE | NONE | YES | NONE | NONE | NONE | NONE | NONE | NONE |
* Plugins are powerful and are not limited to the tie-ins listed above, these are just some of the most common
Installing Client Cards
To install the Client Cards plugin, visit [Settings] > [Company] > [Plugins] > Available, and click the "Install" button for Client Cards.
A message will be displayed, indicating that the plugin was successfully installed.
There is nothing to configure. Once installed, the cards appear on the client dashboard.
The Cards
| Card | Description |
|---|---|
| Services | The client's number of active and suspended services. Links to the client's services list. If the Domain Manager plugin is installed, domains are excluded from the count. |
| Invoices | The client's number of open invoices. Links to the client's open invoices list. |
Plugins can register their own cards for the client dashboard and the staff client profile. See Plugin Cards in the developer documentation.