Client account overview

[Alberto]

In the release for tomorrow we have an accounts summary section for the admins. At the moment it shows number of customers, domains etc. What we wanted to do is also use this section for our customers to also see an overview of their account information. What type of information would you like to see here?

Some thoughts are domain count and outstanding balance

I wanted to have this piece done before our next release (tonight).

[dbutts]

Where will these summaries be? Under Clients or Billing?

I would like to see a summary for all and for each individual account. It would be nice to be in Billing and have the information pertain to that client and / or totals.

Basic accounting information would be great. The old template had some overall summaries, but I would like to see them per client too. (Client A owes $x.xx etc...)

I will have to think on this some more too.

Take care,

Denny

[chrisbond]

I'd love to see total income per year from all clients (and maybe a breaking of monthly income and yearly income)

[dbutts]

I would love to see those features added. It would be great to see where my server breaks into the profit range.

Denny

[daveman]

I'd like the ability to click on one of the numbers, i.e. pending clients and then I would get a list of all those clients.

[Alberto]

That will be nice. At the moments pending clients are not implemented. But I do see your point.

[daveman]

Originally posted by Alberto@Dec 8 2002, 04:48 PM
That will be nice. At the moments pending clients are not implemented. But I do see your point.
Pending was only my example. Have it work for active, suspended, and then all the domain ones too.

[Alberto]

Understood. We will make sure that happens.

[chrisbond]

I'd love to see total income on there too!

[Alberto]

Total income will be tough because I have to add up all the different currencies and show a total for them seperately.