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New Member
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Registered: ‎12-08-2016
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Re: New UCRM version 2.15.0-beta1 released!

[ Edited ]

Awesome job Ubiquity, updates are great!!

 

What about parent child accounts?

 

Seems like a client with more then 1 location can not create a ticket and choose a specific location, they need to enter on manually into the email message body.

 

Also when scheduling a job I can not choose the location.

Are we the only company having that need ? 

Does anyone here have clients with multiple locations?

 

How do you deal with it?

 

BTW , it will be great if the technicians can add attachment from the mobile app...

 

Emerging Member
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Re: New UCRM version 2.15.0-beta1 released!

[ Edited ]

Hi 900mhzdude, How I can associate an invoice template to a service plan? What if I have a multiple service for a client?

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Re: New UCRM version 2.15.0-beta1 released!

We have a lots of customer with multiple site, actualy we don't use UCRM for ticket system.

Ubiquiti Employee
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Re: New UCRM version 2.15.0-beta1 released!

[ Edited ]

Hi all, seems we are discussing many topics in this single thread, PLEASE CREATE A SEPARATE THREAD FOR EACH TOPIC, especially when it's unrelated to the upgrade to v2.15. This will ensure none of your ideas or feedback would be missed.

 

anyway:
@synertic  you might want to upvote this request: https://community.ubnt.com/t5/UCRM-Feature-Requests/Client-language-adjustable/idi-p/2229229
Meanwhile, the workaround you are using is currently the best solution. Besides that, you may consider to create a separate organization for the second language, and create different invoice template only for this second organization

@pointersecurity upvote and add your ideas here https://community.ubnt.com/t5/UCRM-Feature-Requests/Master-Child-Accounts/idi-p/1913463
For now, you can use
A) 1 client with several services, or
B) several clients with single service
Depend's on which features you prefer to be better supported. A is better for invoicing of all the services together on a single invoice. B is better for scheduling linked properly to the service location.
We will work on improvements for the scheduling soon which makes many things easier. Eventually, we could also implement the Child Accounts

 
 
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Re: New UCRM version 2.15.0-beta1 released!

Thank you UCRM team!!!

 

Can't wait for UCRM/UNMS integration!!!!!!!!!!!!!

New Member
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Re: New UCRM version 2.15.0-beta1 released!

Thank you very much,  looking forward to see those features!!

 

Awesome job!

New Member
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Re: New UCRM version 2.15.0-beta1 released!

After update when we add a new client it get server "client id" in "custom id" field instead of last "custom id" number.

 

our  last client id is 591

our last custom id is 300231

 

until the update a new client will get last id +1 on both field, now on both field it get "client id"

 

 

 

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Emerging Member
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Re: New UCRM version 2.15.0-beta1 released!

[ Edited ]

Excellent, great work gentlemen, they have just incorporated functions that we have requested. Ubnt Banana 

 

It is a great system Hurray

Ubiquiti Employee
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Re: New UCRM version 2.15.0-beta1 released!

@07internet check whether there is some client or archived client having no custom id (blank value) or non-numeric custom id (e.g. "ABC1001"). We will try to improve it, but meanwhile, you can fix those IDs or delete those clients (permanent delete, not just moving them to the archive)
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Re: New UCRM version 2.15.0-beta1 released!

Hi @UBNT-Petr , @UBNT-Ondra. Just as a commentary, in your ucrm demo 2.15.0-beta2 is a little bug in the account stats tab.

 

 Once you create a proforma, and later get paid. The proforma get processed state, new invoice is generated as paid, at the customer main page there is no due registered, but in the "account state" tab the due is still there and the payment is not applied.

 

Kind regards Man Wink

Ubiquiti Employee
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Re: New UCRM version 2.15.0-beta1 released!

@fgampel thanks for reporting but we couldn't reproduce this. It would be appreciated if you could send us some screenshot.
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Re: New UCRM version 2.15.0-beta1 released!

HI @UBNT-Petr, ok, this sound strange, but i sware yesterday night before to report it, i did 3 tries with 3 different customers, all of them made the same bug. Now i'm trying to reproduce and i can't do it Confused5 

i'll keep trying and when i reproduce it i'll take screenshots to report it.

 

Sorry for distrubing.

Emerging Member
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Re: New UCRM version 2.15.0-beta1 released!

Hi @UBNT-Petr after a few tries I could reproduce the bug. It seems to be something related with the creation time. If I create this at Argentinan midnight (GMT -3) the bug is there. If I try to reproduce it in the morning I can't.

Please have a look to the next screenshots:

 

Screenshot_20190103-002012_Chrome.jpg1) Initial State - Balance in 0.00$Screenshot_20190103-002026_Chrome.jpg2) Creating a Proforma invoiceScreenshot_20190103-002043_Chrome.jpg3) Creating the proforma payment (please pay attention to the creation date)Screenshot_20190103-002051_Chrome.jpg4) Verify they the proforma is processed and new invoice is paidScreenshot_20190103-002057_Chrome.jpg5) Verify customer balance in 0.00$Screenshot_20190103-002103_Chrome.jpg6) Verify the customer statement and found that the invoice is "unpaid" :/When I realised the bug I made a new test and deleted the payment and the related invoice, so proforma get "unpaid" again.

And then I generated a new payment but this time i changed the creation date to an older date (yesterday)

 

Screenshot_20190103-002157_Chrome.jpg7) New payment with older creation dateScreenshot_20190103-002202_Chrome.jpg8) Verify the paid statusScreenshot_20190103-002210_Chrome.jpg9) Now is the payment there and the balance in 0.00 but is missordered.As I can see I think the problem is in the display format of the "statement" considering in bad way some creation times.

 

Hope this help to you.

Kind regards

Ubiquiti Employee
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Re: New UCRM version 2.15.0-beta1 released!

Thanks @fgampel, we are going to investigate this.
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