06-14-2018 05:11 PM
Just clarifying, UCRM is a WIRELESS CRM system, correct?
Because I have a campus with different tenant units that I would like to offer internet access to each using the Unifi switches and security gateway. Features I like are the autodisconned for unpaid service, and service outages. Would this fall under a feature request to implement support for wired connections on Unifi devices?
06-15-2018 01:38 AM
This has been discussed also in these topics:
09-05-2018 12:43 PM
I'm using another service for managing service requests, invoicing, billing and they have some critical limitations. Maybe you could confirm the following;
- Can I create re-occurring invoices? And, once created can I adjust the amounts and add items that will appear on the next occurrance?
- Does it support transititon from lead -> estimate -> to service request/invoice?
Feature request: add wepay as a payment method.
09-06-2018 10:55 AM - edited 09-06-2018 10:57 AM
Yes, these things are possible, except "wepay" isn't currently an option. You can check out a live demo to see how this works here.
This screenshot shows a Client Lead where you can create a service and them move them to regular client status.
Let us know if you have any other questions.