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If you're running a hosting company or an IT company you really need to use our customer service ID module. Most technology companies send sensitive data to their customers but you need to know who's the really receiver is it the customer or someone else. With customer service ID if the customer call or open a support ticket he needs to confirm his identity using 3 type of identity verification you will have more secure system so that you can send sensitive data to the customer.
After installing the customer service ID module, the admin can setup the module and manage how it going to work. You have 3 type of identity verification the first is customer service PIN the customer can enter 6 digits the second is credit card number the customer can enter the last 4 digit of credit card number and the last is bank account the customer can enter his bank account information the admin can enable or disable any of the 3 type of identity verification. Also, you can enable or disable how you can view the customer service ID in ticket view and customer profile. For customer side in client area the client can add his service ID by going to "My Details" in side menu he can see customer service ID or from the "Support" dropdown menu.
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WHMCS v8.0
WHMCS v7.6 > WHMCS v7.9