New Idea

Customize the login page

Submitted by - 2 weeks ago
Status: Delivered

That we can customise the login page.

For example, being able to eliminate this:

 

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Billing Invoice Note for Customer Set to Autopay Already

Submitted by - 2 weeks ago
Status: New

It would be ideal to have some variables in the invoicing structure to be able to tell a client they are already set to autopay and the date the payment will be occuring.  This would avoid a lot of confusion by some lesser technical customers who forget if they have the bill set to autopay or not.

Activation, cancellation, cancellation or activation temporary by the client

Submitted by - 2 weeks ago
Status: New

That the client could active, cancel, active or cancel temporary a service in client area and the request be executed automatically charging a surcharge. This with a email confirmation.

 

This can be valid when someone goes on vacation. The client temporarily deactivates the service and establishes when activated.

 

This save time and resources due to due to an employee doesn't have to manage it.

Installation package for UCRM (without docker)

Submitted by - 4 weeks ago
Status: New

Linux installation package for UCRM allowing users to manage their installation on their own, including high availability / distributed solutions.

 

Also discussed here: https://community.ubnt.com/t5/UCRM/UCRM-High-availability-configuration/m-p/2185777#M6269

Installation payments

Submitted by - 3 weeks ago
Status: New

It would be nice if we could have installation payments for some items. I am looking at allowing customers to pay the installation charge over 12 months and it would be great if UCRM could manage this.

Net Promoter Score Feedback forms scale 1 to 10

Submitted by - 2 weeks ago
Status: New

Net Promoter Score Feedback forms scale 1 to 10

 

Included in support ticketing system

 

in my time i have seen this 1 to 10 feedback rating system work really well

Client inactive

Submitted by - 4 weeks ago
Status: New

I have a lot of clients that are seasonal. I think it would be nice if they could suspend their service themselves and then started up when they return, from the client portal.

display usage in client zone

Submitted by -
Status: New

in client zone, a customer should be able to see how much bandwidth they consumed (per period)

3rd Party Add-ons

Submitted by - a month ago
Status: New

Okay, so we really need a way to make 3rd Party add-ons in plugins, sorta like how PayPal does it.  UBNT if you opened up your uCRM platform so that 3rd party developers can create add-ons, development of a complete product would go a million times faster.  May as well go ahead and add theme support as well.

Terms of service

Submitted by -
Status: Accepted

I would love to see some sort of TOS, AUP, MSA acceptance integrated into UCRM customer side.  At the least, I would love to be able to post this in the customer portal somewhere.

iOS App

Submitted by -
Status: New

When will you have an iOS app for UCRM?

POP 3 Ticket Importing

Submitted by - a month ago
Status: New

So, please, please, please, we need to switch to POP3 importing, like WHMCS  The way uCRM currently works with IMAP is it leaves copies of the emails behind in support email box.  We NEED pop3 import.  Yeah, the way it is works, but I have to go back and empty my email box every few days because it gets over loaded with emails.  Also, when importing tickets, there should also be a spam feature so you can mark new tickets as SPAM if they are and the system blocks any further ticket imports from that address.  Additionally, you should be able to set up support departments, with different ques for different staff and a seperate email box, login and set up screen for each department so you can assign staff to deparemtns to get the tickets pre-filtered to where they go.  So my install guys are not getting new tickets in their screens about billing.

Whose on board with me?

Scheduling- multiple techs

Submitted by -
Status: New

Is it possible to have multiple technicians assigned on one job?  

Request for payments marked as deposited and a better payments filter

Submitted by - 3 weeks ago
Status: New

It would be nice if we could mark cash/check payments as deposited. The idea is discussed in more length here.

 

https://community.ubnt.com/t5/UCRM/Add-ability-to-mark-payment-as-deposited/m-p/2188017#M6287

Print-to-Mail

Submitted by - 2 weeks ago
Status: New

Print to mail is probably the only feature at this point that is holding us back from migrating to UCRM. Our current system interfaces with mailxstream.com, automatically sending out paper invoices via mail for customers that specifically request it. We upcharge the customer for this service because it costs us money, so there's not a lot of customers doing it. However, for the customers that do, it is very useful and saves us a lot of time. Support fir MailXStream is not required. Any service that does a decent job of it will be fine.

Account Statement

Submitted by -
Status: New

Hello,

 

It would be nice to have the option (for us and clients both) to be able to print an account statement with being able to select start and end date.

 

Thank you.

More Ticket Features

Submitted by -
Status: New

Hi, 

 

Can you please add more ticket statuses:

 

On Hold - For a day, A week, Custom Date

Awaiting Delivery (Does not show it on the Dashboard)

Awaiting Collection (Does not show it on the Dashboard)

Awaiting Client (Does not show it on the Dashboard)

 

Also, can you please add an email alert when Clients reply or when a new ticket is created, to the email contacts for the organization? 

 

Many thanks,

Captive Portal

Submitted by -
Status: New
I'd love if you could integrate something like the unifi captive Portal, complete with billing and vouchers into this system. That way if customers go overdue it automatically redirects then to a payment page.

Weekly and Monthly Prepaid airtime

Submitted by -
Status: New

We currently use a Mikrotik with userman/hotspot to grant users weekly and monthly prepaid services. Can we introduce this to UCRM? At the moment we can use monthly billing, it would be nice if a user would be redirected to the UCRM where they could choose a weekly or monthly package, make their payment, get access for that duration and once their prepaid service expired they would hot the UCRM suspension page again.

Invoice template customization - User-Friendly Way

Submitted by -
Status: New

Now: invoice template can be fully customized in System > Billing > Invoice templates. You can also upload / download and most importantly share the templates in the community.

 

in this request: users should be provided also with simplified GUI template customization. 

Only few invoice attributes would be editable, like background, text color, basic layout.