I saw in the feture requests that if a customer responds to a closed ticket it will open the ticket again, which is great.
However, what about, if niether tech nor customer updates a ticket for x days. I don't see an option anywhere for UCRM to automatically close the ticket.
This would be great to keep the ticketing area clean and only list current tickets that are actually being worked on.
We have been having to go through manually peroidically closing tickets that have no update by the customer, most likely becasue the issue is resolved.
We would like to be able to make it so clients can only pay their oldest invoices first, or total balance in the Client Zone. What we are trying to avoid is customer's accidentally paying their newer invoice, and not their older invoice resulting in their account being suspended for an older invoice even though they made their payment. Or if they are already suspended, and they don't select the oldest invoice that is causing their suspension they could make a payment without the suspension ending.
UCRM can currently set speeds in airmax devices, but doing rate limiting on edgerouters is CPU intensive. The ufiber OLT does this much more efficiently . Can we get UCRM to communicate with the OLT to set the speed profile for customers.
Please Add Expected Recurring revenue based on active Services to Dashboard
We had this in Quickbooks
now that we are moving to UCRM it's hard to keep track of our total recurring revenue
The revenue report plugin does not even seem to do this
and this should be an active live dashboard item not in a report
First off, we should be able to set when the email goes out. Right now it goes out the minute the payment is due, and given that some clients are on schedules that don't reflect reality at all (think governments) but do pay each month, sending them an email just pisses them off. We should be able to say "Send first reminder of overdue payment X days after due date" and we should have then the following:
Send second over due payment (y/n) when active have a field with the same number as the first reminder, but allow it to be modified.
Send service suspension email (y/n) and if the second over due email option is no, this can be the second email. Again have a number field with the number of days to send.
This would resolve a ton of issues.
Additionally, with the service suspension email, a notice in the interface for "collections/suspensions" should be on the dashboard.
It would be great if UCRM Orginizations functioned in a more multi-tenanted way.
We have more than one service area, and each service area has seperate employees.
We want to have view over all of our Orginizations from an Admin level.
We also want to provide the Technician and Back Office employees at each of our areas access to only their orginzations clients/networks/etc.
-Each Orginization should have its own Dashboard/Clients/Sites etc
-Users can be assigned to one or many orginizations, so they can only see what they are assigned to.
I could see this working with user groups. You could allow anyone in the Technician A group access to Orginization A.
Please configure UCRM to send Push Notification to User's Mobile App when Job is assigned to that User. Also let the User get notified when a ticket is raised if that user is under the ticket group.
Would it be easy to display all (or at least the secondary) contacts on the main page for a client? We can add other contacts in the client "edit" page, but I don't see where it's actually used anywhere. Right now, if you search for a secondary contact, the search brings you to the correct client page, but doesn't really give any "confirmation" anywhere that the queried contact is actually in that client.
We would like to just keep a simple Firstname Lastname scheme for our client naming, but this is causing issues for our customer relations team because sometimes we have client spouses, kids, ect. call in and it's not the most straight-forward thing for them to find the correct client. We can add things like "Joe & Jane" for the first names, but this breaks our scheme and isn't very clean.
I am wanting to adhere to a (reasonably) strict naming scheme for our clients to that our UCRM is friendly to any automation that I may develop in the near future and this would really help me play well with our customer relations team.
Hi, when improving my Mikrotik sync plugin, if find some missing parameters on service plans, like Burst Max-Limit, Burst time, Priority, etc.
Can we expect for custom attributtes at the service plans for better scripting in the future?
Thanks in advance.
Many of our clients have logged into their client zone and remarked that the data usage should have it's own section on the left side...with Accounts, payments,invoices, etc. Can this be done? Seems clients don't always find to click on the service and find it there.
So, this subscription thing is horriably setup, 80% of my customers are complaining because they don't know how to do auto pay. Can you change the subscription box to just have a check box that says "Enable Auto Pay" And then allow them to put in a credit / debit card or ACH check payment transfer thru the Authorize.NET.
The back end Admin deal should have an option for auto pay to automatically charge the card x amount of days before the bill is due.
It would be useful to be able to search and export clients based on what AP, site, or tower they are connected to. I have multiple lease agreements with some small towns where I give them a % of the annual revenue off of their tower. Being able to go to the client list and search by the AP or tower site and then export the client list would be very helpful and a good time saver.
I am also sure they could be other uses for the ability to do such a list or report.
Hi i would like to add an interactive map to UCRM like this one :
this would be helpful for ;
client to see if they are concerned by an outage
see incoming maintenance
and more with some imagination .
Moved here :
For equipment from other vendors, there doesn't seem to be a way to monitor them other than pings. Can there be a way to custom set SNMP OIDs for different equipment to tie to existing fields, like Signal Strength, TX/RX Rate, interfaces, etc?
Have a field for number of minutes spent on a job and the ability to pull a report at the end of the week contractors to submit their bills to us.
Alternatively, a Start and Stop button on Jobs in the AP that tracks the time between starting and stopping a job.
- Felipe9603 on: Automatically close ticket after x days
- Felipe9603 on: Assign non-admin users to only see data from an assigned Orginization.
- Tlbauer on: UCRM send notification to the technician when a ticket is assigned to them.
- Brad0615 on: Can UCRM get a propper whitelist feature?
- markscotford on: PREPAID connection
- pointersecurity on: Limit clients to only being able to pay oldest invoice or full balance in Client Zone
- UBNT-Petr on: Pay Total Balance button in Client Zone
- shane3673 on: Fix FCC 477 Reports - Currently every line will be wrong
- barish70 on: Ticket/Job Reports
- BosCloud on: Fix Overdue emails to work with the wide variety of clients we have
- Payment PAYU COLOMBIA
- Leads Mapping
- Detach Service Device from Plan X and Reattach to Plan Y
- Add Expected Recurring revenue based on active Services to Dashboard
- Different Bandwidth at Different time Intervals.
- Contractor client
- Reseller Portal
- Apply tags to multiple clients at once
- Add a custom email for clients with auto pay- "Your auto pay subscription will be paid in X days"
- Automatically close ticket after x days