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New Idea

Client zone | Email notification | Integration

Submitted by -
Status: New

Suggestions:

 

Client Zone Client zone: Allow clients to keep track of their data usage

 

Client zone: Allow clients to purchase top up data via their account Notifications

 

Client email notification: Email clients when there are getting close to their data limit e.g. 10% remaining

 

Integration Xero.com accounting integration Allow upload of company invoice template

Referral System

Submitted by - 4 weeks ago
Status: New

I had in powercode when I was using it to have a referral discount. This was based on both a recurring discount or one-time, then as well weather it was a set amount or a percentage of their bill.

 

So my current referral program (that no one has acheived), is 4 active referrals and we credit 100% of the internet portion of your bill (so not voip or other services).

 

This also requires tracking on accounts of what other account referred to them.

0 Kudos

Scratchcards

Submitted by -
Status: New

We also want to see prepaid scratchcard implemented.

The only 2 items on a scratchcard are a unique number who has to be defined in the client records zone and a number to start the service when entered by client in a portal site (so the access period starts end ends when entered)

expl. scratchcard  30 days access    id  : F0120Dfs056   start code 456354 

                                7 days                id  : F0120Dfs057   start code 678400

 

The system could also generate the scrathcards automatically and print them out or with preprinted scratchcards, a file with the data uploaded in the UCRM.

 

Master/Child Accounts

Submitted by - 4 weeks ago
Status: Investigating

I have customers who have multiple locations and we put them in seperate accounts. But when a new invoice is generated, it places the amount onto the master account to pay for it.

 

This also helps one customer who has a business and a personal account, and is seperated for servicing reasons, but the business pays for it.

Export financials to accounting software (Quickbooks/Sage50/etc)

Submitted by -
Status: New

Great CRM so far, but it only does income, we as WISPs still have to pay bills (tower rent/upstream provider/etc/etc) so having the ability to export financials to a accounting program is a must in order to balance books when we send expense payments out...

 

I say Quickbooks and Sage50 as they are the most common apps on the market... having used both Apps before, Quickbooks should come first as it is the easest for novice ppl to learn, then Sage50 for the more experenced ppl out there with accounting skills...

 

I do apologies in advance if i'm repeating a request someone else as already made or if i missed this feature hiden somewheres within UCRM, just thought i'd put my two cents out there...

 

Thank you......

Define prices with tax included

Submitted by -
Status: Delivered

As a WISP you may want to define service/product/surcharge prices with tax included, eg. 10 eur.

 

* Then the price without tax will be computed automatically, eg. 8.26 eur. (21% tax)

* You will be enabled to define up to 1 tax per each service or product etc.

* Each invoice item would show: price w/o tax, tax and total item price w/ tax.

 

Currently, there is a workaround:

* you need to compute the price w/o tax manually

* set "Tax rounding" to  "Round items separately" in Billing settings.

Note that there are some consequences in the invoice layout: each invoice item shows the price w/o tax and as of version 2.2.2-beta3 w/o rounding

 

Ability to Export Client Log to CSV or PDF

Submitted by -
Status: New

We had a situation where a client had their bank issue a chargeback against us claiming the charges on the card were fraud. We had to send in a copy of the client contract along with a screenshot of the client log showing that the charges had been made by the client calling in and asking us to make the charge (through the client view to pay the invoice) giving us the information over the phone.

 

Would have been much easier to just send in a pdf of the conversation rather than a screen shot.

Client Zone - Move "Unpaid Invoices"

Submitted by -
Status: New

It makes more sense to have the unpaid invoices in the client zone up at the top just below amount owed. I just tested this viewing as a client on my phone and had to scroll to the bottom to get to the point of logging in.

Search data in Notes

Submitted by -
Status: Delivered

Include in search results also information from Client Notes.
So it would be possible to find clients based on information that is written in Client Notes, Srevice Notes or Payment Notes.

 

search.jpg

New restrictions for manual invoicing

Submitted by - 2 weeks ago
Status: New

This upgrade is related to manual invoicing of a service billing period. 

Automatic invoicing is not affected by this feature.

 

Now: An administrator is enabled to create an invoice manually for any period of a service (even repeatedly for the same period). The next period which hasn't been invoiced yet is predefined by default but the administrator can change it to any past period or to any future period.

An administrator is enabled to create an invoice manually for any period of a service (even repeatedly for the same period). The next period which hasn't been invoiced yet is predefined by default but the administrator can change it to any past period or to any future period.

 

Proposed upgrade:

New options will be available in system settings: "Allow users to invoice past billing periods which have been already invoiced".  If this is set to false, then all users would be allowed to create a new invoice just for the upcoming service period which hasn't been invoiced yet.

+ This will help to avoid mistakes when a period is invoiced twice by mistake

- Once a period is invoiced, it cannot be invoiced again (even when a previous invoice was deleted or voided). Then, the only solution would be to create an invoice with a custom item.

Requests

Submitted by -
Status: New

Hi, 

 

Some future requests I have in mind:

 

* Client quota's and fair usage policy plans,

* MikroTik compatability (signal updates, queue's for client speed limiting[QoS you call it in UCRM])

* Branding (be able to upload a logo and favicon into the html pages)

* NetFlow update time (be able to set the update interval times[eg. 1min])

* Allow clients to suspend their internet access from the UCRM client portal

* Add an extra table showing their data usage and not only the netflow graph, also be able to chose a date to see how much data they have used within their specified amount of time/hours/days etc...

 

Check this one out too please https://community.ubnt.com/t5/UCRM-Complete-WISP-Management/NetFlow-accounting-separate-graphs-for-IP-s/m-p/1802952#M2111 

 

Love the software, just lacking some nice features .

 

Kind regards

Raymond Smiley Happy

Allow client to select Service Period in Client Zone / also edit contact details

Submitted by -
Status: New

It would be great if the client could select the service period themselves so that they can determine how many months to pay for in order to realize savings.

It would also be great if the client could edit their contact details.

Customisable signal / other SNMP OID

Submitted by -
Status: New

Ability to specify the SNMP OID for gathering signal stats on a per user-device incase the client radio is not UBNT.  Also ability to gather other SNMP OID's such as SNR, throughput, errors, etc

pfSense Support

Submitted by -
Status: New

Please add pfSense support, this will help WISP owners using pfSense as their edge router.

Service Upgrade

Submitted by -
Status: Delivered

It needs to be easier to upgrade service for a customer. You can adjust service but that won't push the new service spead to the customer. Our current method is to remove the ip of the subscriber unit from the existing service and attach it to the new service. Problem, when you do this you lose all of the historical information on the subscriber unit (ping, signal, etc.)

Ticket instead of bill, for prepaid plan

Submitted by -
Status: Investigating

Example:

A customer arrives and pays in cash his prepaid service, pays for a 30-day plan, and asks for a receipt. The customer does not need an invoice.

 

Thank you.

Congrats!!

Bandwidth Graphs in mbit (rate) rather than M-bytes transferred

Submitted by -
Status: New

 

Could we get a graph of flow rate per IP as well as the existing graph of data transferred? both are useful for different things. Even exporting data into something like RRD would be perfect for a rate graph.

 

Then, once we have that, 95 percentile billing isn't hard to do at all...

 

 

Codigo de barras para cada cliente - Bar code for customer

Submitted by -
Status: New

                 estaria bueno agregarle una imagen de codigos de barra a cada cliente para la facturacion , saludos 

 

 

   It would be good to add an image of bar codes to each customer for billing, 

user traffic list

Submitted by -
Status: Accepted

The homepage of UCRM now shows the top 5 'highest downloaders' with name and download/upload for last day, last month.

We would love to see the list for all the clients like that. Not only the top 5.

 

International Version

Submitted by -
Status: Delivered

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