New Idea

Change NetFlow traffic limits

Submitted by - Friday
Status: New

can you put Option to change individualy minimum upload/download (seperately) limits for unknown NetFlow traffic counter. 

Attached photo where could put this option.

NetFlow limits.jpg

E-mail sender name

Submitted by - Thursday
Status: New

Can you make it possible to change Email sender name.

At this point Email Sender is default Organization name. (see attached photo)e-mail sender.jpg

We would like to change it to our Brand name

 

Overview Map that shows all Sites and Clients

Submitted by -
Status: Accepted

It would be great to show a map with all Sites/devices and clients.  This would also assist in pre-qualifying potential clients.

RADIUS/Ticketing System/Site Survey/Calendar

Submitted by -
Status: New

* RADIUS! Man Very Happy

* Staff/Customer Ticketing System

* RADIUS
* Site Survey tool - AirView type app that uses existing AP' data with antenna spec and potential customers lat/longs.

* RADIUS

* Internal Calendar - Enable staff to book engineers to customers. 

* Did I mention...RADIUS?

Customizable PDF invoice template

Submitted by -
Status: New

* define the layout

* define texts, fonts, images

 

Feel free to add a comment with specific requirements.

Default "Invoice period start day" for ALL clients

Submitted by - 3 weeks ago
Status: Accepted

Can you put option to set default "Invoice period start day" for all clients in System -> Billing settings 

Attached photo to show where we would like to have this option:

invioce start date.jpg

 

At this point if you forget to choose this date when you add new service, then there is no option to change it later and all invoices for this service are with wrong period.

 

There also could be new option in this dropdown list to choose not only fixed default period start day (like 1st always for all clients) but also changing day which will set period start day the day when the service is added (like it does right now).

Customized client attributes

Submitted by - 4 weeks ago
Status: New

* add a custom attribute to the client with a defined type

* customize the columns and their order in clients grid

* filter by these new attributes in the search tool

International Version

Submitted by - 3 weeks ago
Status: Accepted

Would it be great if there is support for other Languages, such as Spanish!!!!

VOIP services support

Submitted by -
Status: New

Import VoIP call data like numbers of calls, duration, type of calls, and etc.

 

Feel free to specify more details related to VOIP which UCRM should incorporate.

Invoice template customization

Submitted by -
Status: New

* provide users with predefined formats for US, EU, etc
* allow users to customize their invoice layout

* allow users to customize address format

* unify the look of online invoice and pdf invoice (what is seen online should be very similar to the pdf)

 

 

Shaping - advanced settings

Submitted by - 4 weeks ago
Status: New
  • double bandwidth(after hours)
  • capped accounts

 

Shaping - burst speeds

Submitted by - 4 weeks ago
Status: New

Shaping settings should comprise the burst

Payment type of "Courtesy Credit" or similar in Payments.

Submitted by - 4 weeks ago
Status: New

When the company issues a "credit" to the client, it is not always a "return" of a product. A separate payment type of some sort of company credit would be nice. Right now we have to use the payment type of "cash" to credit the clients account. A separate payment type would help break these entries out in reports.

 

Please do not make the mistake of claiming this isn't proper accounting. UCRM is not an accounting package. (no double entry, no expense records, etc..). The ability to separate out these types of client credits are important so that they can be properl6y accounted for in an actual accounting program (offsetting entry is placed in the appropriate expense account, such as "advertising", or "write-off" etc..)

 

Having a separate type would allow us to separate out this type of credit from an actual client payment.

Auto charge setup fee

Submitted by - a month ago
Status: New

Feature for the service to define a setup fee as well as the periodic fee.  Also options to select various contract durations, each with different setup fees.

 

eg: 1 month $99 setup fee, 12 month $0 setup fee (+ early termination charge?)

Choose netflow refresh interval

Submitted by -
Status: New

for now: netflow graphs are refreshed once per hour.

new feature: define the refresh frequency in system settings

Client Documents

Submitted by -
Status: New

One feature I think would be great to have added is a document section on the clients profile. This would be a good place for any documents the client has sign like AUPs or Service Agreements. This would help track and give a central location. 

Client Zone - Add 'Change Service Plan'

Submitted by -
Status: New

I'd like to see an option for a customer to change service plan for a full billing cycle. We can set what values should be allowed based on residential/commercial accounts. The billing system should be able to pro-rate accordingly if necessary.

Default contract period and early termination charge

Submitted by - a month ago
Status: New

The service defines a minimum contract period (eg 12 months) and if the service is cancelled before 12 months, an early termination charge is applied.

Quotations

Submitted by -
Status: New

Workflow:
1: Client enquires about service.
2: We do a site survey, and fill in a Quotation based on specific site. (Quote looks like invoice, only pdf generated is called Quotation) and there is a customizable dropdown with something called "Status", so a Quote is either in Prospecting, Draft, Sent, Awaiting Site Survey, Site Survey done, Negotiating, then Client Approved".
3: Once client approves, Quote can be converted to Invoice.

 

It is an important document because:
a) Graphic of invoices / sales stage of invoice / person responsible gives overview of performance of staff. Persons that close quickly are then able to be assigned more clients, and persons who just cant close are reassigned.
b) Quotes give pipeline and pipeline by stage.

Just this metric can give all this sales data, based on value of quote, person in charge of quote, and stage of quote. (Image credits sugarCRM)