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.
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.
Linux installation package for UCRM allowing users to manage their installation on their own, including high availability / distributed solutions.
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.
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?
It would be nice if we could mark cash/check payments as deposited. The idea is discussed in more length here.
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.
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?
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.
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.
- generalmanager on: Custom Forms
- sbyrd on: Photos of Customer Installations
- Stephen_J on: Make Tags Searchable
- ZipVault on: Surcharge Based on Geographical Area
- brotherdust on: Print-to-Mail
- BSCC on: Billing Invoice Note for Customer Set to Autopay Already
- carpediemservus on: Customize the login page
- generalmanager on: Activation, cancellation, cancellation or activation temporary by the client
- maglito on: Request for payments marked as deposited and a better payments filter
- BSCC on: Installation package for UCRM (without docker)
- Add devices using SSH key instead of password.
- Ping time increase
- Custom Parameters for Billing
- Custom Service Plans
- Logo for PayPal
- Formulario de reporte de pagos
- Expanded Client Filtering Criteria
- Linking Tickets to Jobs
- Location that Allows us to upload client documents i.e. Customer Contract
- When adding a site enable a click on the map to fill in longitude and latitude