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
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.
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).
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.
Suspend the user if amount of owed invoices is XX.
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.
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.
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.
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.
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
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
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.
*That sales users can only access to the clientes that they created.
*Assign to the client visualization only for a group or user.
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.
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.
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
- UBNT-Ondra on: Security
- UBNT-Petr on: Customize the login page
- UBNT-Ondra on: User That Added Client Log
- UBNT-Petr on: Demo mode termination Deletes Too Much
- HyperFusion on: Hide in-active users / employees
- UBNT-Ondra on: More form field options for plugins via manifest.json
- Rgierke on: Attach 1 job to 2 or more installers
- UBNT-Petr on: UCRM should not be forced to have public facing address
- UBNT-PeterK on: Make Client name bold like subject
- Brandon-W on: Allow ability to add payment information before Service is Activated
- UCRM should Email Notifications to UCRM ADMINS if Ticket or Job was Assigned to them
- UCRM App should Send Push Notifications if New Job or Ticket is assigned to you
- UCRM App should Display GPS cordance And Address and let you pick what you want directions to
- UCRM App Sync Data When back online
- A dropdown when making a new ticket to let us tell the ticket the products/ services affected.
- ability to tell phone number in client info if it can receive tests or not
- More status fields for tickets.
- Moving client to other AP
- Client Suspend based on custom values