New Idea

UCRM should Email Notifications to UCRM ADMINS if Ticket or Job was Assigned to them

Submitted by - 7 hours ago
Status: New

UCRM should Email Notifications to UCRM ADMINS if Ticket or Job was Assigned to them 

 

Even a Chrome extension might be nice for UCRM Alerts

Security

Submitted by - Friday
Status: Needs Info

We have a few security concerns as it relates to the privileges with different levels of staff where they have too much access to personal information. These are as follows: >A). lower level for Cashier, at this moment if they are able to receive payment they can also edit and delete payments..... this is a problem to our organization, we would like a restriction for them to be able to add but only Supervisor/Admin should be able to remove and/or edit payments.... also we don’t want all staff to view our customer count >B). We would like the option to send to print after payment is received. >We would like to be able to use a dot matrix printer for printing (receipt printer), we have not seen this option.

Client Suspend based on custom values

Submitted by - Friday
Status: New

At present time, uCRM suspends a user when an unpaid invoice reaches a certain date.

 

I would like to see this customizable like:

 

Suspend the user if owed amout reaches XXX (regardles of how many invoices it takes).

 

or

 

Suspend the user if amount of owed invoices is XX percent of invoices in contract length. For example, 25% of invoices in a 1 year contract.

 

or

 

Suspend the user if amount of owed invoices is XX.

 

 

Attach 1 job to 2 or more installers

Submitted by - 3 weeks ago
Status: New

We have many jobs where we need to send 2 or 4 installers to 1 client please add a pay to attach 1 job to multiple workers so we don't get duplicate notes

Tickets should be private by default

Submitted by - 3 weeks ago
Status: New

Tickets are almost always for internal use the should be a option to make Tickets Private and hidden from clients by default

Create / schedule a job from a ticket.

Submitted by - 4 weeks ago
Status: Accepted

It would be great to have the ability to schedule a job/task directly from a support ticket and have that task linked to the ticket as well.  

 

Why ?

 

A client report a problem that require a job at the client site to complete.  We can then schedule a job from the ticket (with a button click?) that prefill the task with the client and ticket info that we can assign to a technician (and hopefully another request, to a group) as job as per the arranged time with the client through the support ticket.

 

Thanks for considering this request asap.

UCRM Time Clock for installers

Submitted by - 3 weeks ago
Status: New

Please add a Time Clock to the UCRM App and have it sync the hours with quickbooks to we wont need Tsheets

Hide in-active users / employees

Submitted by - 2 weeks ago
Status: Accepted

So, it's starting to get inreasingly annoying having lots of inactive staff in the scheduling screen and having to scroll all over the place.  Can you PLEASE set uCRM to hide in-active users from scheduling, and any other drop downs or lists, ASAP.  We're growing extremely fast and have new customer support agents and installers starting soon, and the list of in-actives is at 12, need a way to trim this up.

Ticket with No Client

Submitted by -
Status: New

It would be very useful to have the ablility to create tickets without having to link them to a site. More often than not, our issues arise with equipment or the enviroment at a site that impacts multiple clients and not an individual client. If we had the ability to assign them to a site and/or pieces of equipment, that would help greatly with organisation. 

 

Thanks!

Please allow us to Disable the resolve GPS button

Submitted by - 3 weeks ago
Status: New

We are in the mountains and google makes keeps just putting all the clients downtown becouse google dose not know the street when you hit resolve GPS so we have been monving the drop pins our selfs to the correct spot but scared to death a employee will  hit resolve  GPS by mistake and undo all our work

Add security feature to hide service price.

Submitted by - 2 weeks ago
Status: New

We are moving to UCRM but we faced with this problem.

Technicians shouldn't been able to see the service price. Because of this lack of security we are not using price feature with some general one. 

The idea is to add the option to hide the info in the red circle to some group users

Add security feature

Submitted by - 2 weeks ago
Status: New

We just move to UCRM but we find this as security problem.

Problem: All the sales team can see all the clients and they can steal company information (Prices, contacts, clients, etc) when they switch to other company.

 

Posible solutions: 

*That sales users can only access to the clientes that they created.

*Assign to the client visualization only for a group or user.

Allow ability to add payment information before Service is Activated

Submitted by - 4 weeks ago
Status: New

Currenlty, there is no way to add client payment information without first adding and activating a service plan. This is inconvenient as we typically collect and submit all this info at once (e.g. service plan selection and payment information), so the idea that we need to collect, add, and save service plan informaiton before we can add payment information makes no sense. This is especially problematic when new users are signing up.

Email reply to closed ticket Automatically Reopens Ticket

Submitted by - 4 weeks ago
Status: New

It would be nice to have uCRM automatically set a closed ticke to Open if a client responds via email to a previously closed ticket.

Credit Note for Invoice not paid

Submitted by - 3 weeks ago
Status: New

 

If a Invoice are not paid and will never been paid, for several reasons, suspende services or client will not pay we need the possibility to made Credit Note

Non recurring bill period

Submitted by - a month ago
Status: Accepted

Please add a option for a Non recurring bill period

 

as many WISP's we also do computer work would be nice for our computer repair customers to pay online and not be charged the same bill again the next month..

Accept payments from mobile app

Submitted by -
Status: New

If it is already possible, I apologize. I have looked but been unable to find it.

 

Would it be possible for our techs to accept payment via the app?

 

Thanks,

Relationship of payments to cashier

Submitted by -
Status: New

We see that there is a need to add important information when there are several users that charge in the system, such as the payment and cashier, and that this information can be filtered as exported.

 

We need to obtain the relationship of the users of the system, for example cashier, what payments they receive, since we have several payment points in different towns.

 

 

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add live team chat to UCRM

Submitted by - a month ago
Status: New

Tickiting is nice but sometimes you just need to team chat would be really nice to have inside of UCRM even if it was just a Google chat plugin

demo mode on, the emails won't be sent to the client but SHOULD send to technicians.

Submitted by - 3 weeks ago
Status: New

demo mode on, the emails won't be sent to the client but SHOULD send to technicians.

 

 

For full testing alerts should be sent to admins and installers with new tickets and jobs so we can build a trust with UCRM before letting it email customers