How do I configure the SwiftModders WHMCS Feature Requester?
Let’s walk through each section you can configure and customize to set up the perfect feature request system for your clients.
Enter your Feature Requester license key
Before you can access any of the settings or the feature requester system, you must input your active license key. You can find this license key within the Client Area by navigating to “Services” > “My Licenses” and clicking on your “SwiftModders WHMCS Feature Requester” product. Copy the license key on this page; you’ll want to paste it into the license key field within the activated addon.
If you are having issues activating your license, please be sure to open a support ticket so that we may assist you!
Configure your Feature Requester settings
Now that your license is activated, you should be able to click on the “Settings” tab. You’ll be presented with the “General Settings” portion of the Feature Requester module. I’ll walk you through each of the settings available and offer some recommendations.
- System Status: This option will toggle the feature request system between online and offline modes. If disabled, an offline message will be displayed to your users. This message, along with all other phrases, can be translated and edited.
- Default Request Status: During installation, a set of feature request status labels will be pre-setup. The following list is where you can set the default status label used for new feature requests.
- Moderate New Requests: When enabled, all new feature requests will need to be moderated by staff members with moderation permissions assigned (detailed in our next section). Disabling this option will mean that all new feature requests will immediately be made public.
- Allow Anonymous Posting: This will allow your users to post new feature requests and comments anonymously when enabled. Disabling this option will force all of your clients to post in the feature request system with their first and last names recorded in WHMCS. Keep in mind that if you change this option later, it will not retroactively alter anonymous posts.
All of the permission options below are based upon Administrator Roles available in WHMCS.
- Moderator Permissions: The Administrator Roles with these permissions will have the ability to moderate (approve or deny) new feature requests.
- Edit Permissions: The Administrator Roles with these permissions will have the ability to edit any feature request, comment, or vote.
- Delete Permissions: The Administrator Roles with these permissions will have the ability to delete any feature request, comment, or vote.
All of the email templates generated by the Feature Requester module are controllable via the WHMCS Email Templates System.
- Email Admins on New Feature Requests: When enabled, WHMCS will send emails to all of your administrators whenever a new feature request has been submitted. If disabled, no emails will be sent.
- Send Client Email Notifications: This will allow the client email notification system for the feature requests system when enabled. Several email options will now be available to your clients to opt out from the front end. Keep in mind that admins will not see the client email preferences section of the feature request system.
This section will allow you to create a list of rules that your clients must follow when using the feature request system. Since this module includes a banning system, you can always follow through with proper discipline if you choose to!
Create your first product group
Product groups are used to create siloed environments for your clients that purchase specific products. For example, if you’re a WHMCS module developer with several products, you’ll want to have a product group for each of your major module items. By creating groups, also allows you to put multiple products or addons into one particular group. If you sell numerous license types (like SwiftModders), this will make grouping your clients easier!
To get started on creating your first product group, you’ll click on the “Groups” tab in the module navigation. Once loaded, you will see a green “Add New Group” in the upper-right corner. Click on that option to bring up your “Add New Group” form. Let’s talk about what each option here does:
- Active: When enabled, this product group will be available in the feature request system. When disabled, it will not be visible to any user.
- Group Name: This will be the title of the product group. This will be visible on the listing of product groups for your clients.
- Group Description: A short description of the products this group holds can be placed here. This will also be visible on the listing of product groups for your clients. Keep in mind you can utilize limited HTML tags (strong, em, a, or br).
- Associated Products/Services: Utilize this multi-selection tool to grab all of the products you would like associated with this group. All clients who own active copies of these products or addons will be given access to this group automatically.
Create more feature request categories
Upon installation, the Feature Requester module will create a default “Uncategorized” category that cannot be removed. This category is also a global category that will be presented on all product groups you’ve created. To access the categories section, click on the “Categories” tab in the module navigation. Once loaded, you can click the green “Add New Category” button located in the upper-right hand corner.
- Category Name: This will be the name of the category and will be displayed publically.
- Category Icon: Utilize the icon picker service to select a FontAwesome 5 icon that matches your category description. Keep in mind that WHMCS does not support the use of FontAwesome Duo icons yet.
- Associated Groups: Select the groups or “All Groups” this category will be available in.
Edit the status labels for feature requests (Optional)
Status labels are a great way to let your clients know where their request is in the queue. Upon installation, the Feature Requester module will preload quite a few status labels for you to use. If you need to edit or add any of those labels, you can do so easily. Keep in mind that you will not be able to delete status labels currently in use on active feature requests, and you will not be able to remove the default status label.
To create or edit a status label, click on the “Statuses” tab in the module navigation. Once loaded, you will be presented with options to edit, delete, or “Add New Status.”
- Status Name: This will be the title used within the status label.
- Status Color: Utilize the color picker to select a color that best represents the status name.
Banning a client from accessing the feature request system (Optional)
Unfortunately, not all clients are easy to deal with. When you come across a disgruntled client, you’ll have the ability to lock them out of the feature request system. To do so, you’ll click on the “Bans” tab in the module navigation. Once loaded, you can click on the “Add New Ban” button in the upper-right hand color.
- User: This list is automatically filled with clients utilizing the feature requests system. You can quickly select or search for the client you wish to ban.
- Ban Reason: This reason will be displayed to the banned client, so be sure to stay respectful when possible!
Congratulations, you have completed configuring your SwiftModders WHMCS Feature Requester system! There are plenty of other FAQs you can access if you have specific questions. If you encounter any issues while trying to configure your module, please do not hesitate to open a support ticket. We appreciate your support!