888 comments found

Welcome to the discussion area for Ultimate Client Manager Pro Edition.

Please direct all support questions or feature requests to the dedicated support website located here: http://ultimateclientmanager.com/support/

You can post on the dedicated support forum or send us an email or view the FAQ or check out the documentation.

We do not check this item discussion area very often, so if you ask your questions here they can go unanswered.

Please Search The Support Site first to see if your question has been answered.

Thanks,
dtbaker

I have been working really hard in trying to find a resolution for an issue I am encountering. When assigning tickets, I do not wish the (assigned) staff finds out the tickets from me and also the staff should not be able to read tickets from each other or commenting tickets with each other. Only one way, from me delegating a ticket to the assigned person.

Can you please advise how is this possible?

dtbaker

Please send through a support ticket with some temporary login details and we can have a look at the permissions and see if it is possible to setup this way for you.

ray-zin Purchased

Hi. Do you have any plans to add payfast as a payment gateway? – Or can you add an extra payment gateway as a customisation? I’ve been comparing your software and freelance manager… both look very good, yours looks better but the other has payfast integration.

dtbaker

Yes there is an article in the FAQ about adding payment gateways. Others have successfully added their own gateways following this (with a certain level of php experience). Thanks, dtbaker

Default-user
ray-zin Purchased

Awesome! thanks ;-)

Default-user
ray-zin Purchased

I have looked at the different options available on the different business management scripts and this is by far the best of the lot. I will be purchasing it tomorrow when I’m awake enough to install ;-)

Is there a client side view that I could see the demo of? I would like to let my clients login to see their invoices and updates for their sites. Is this a feature I’m just not seeing?

dtbaker

Please open two web browsers (e.g. Chrome and Firefox) and load up the UCM Demo in each browser. In the first browser login as the Admin with admin@example.com / password and in the second browser login as the Customer with user@example.com / password.

The customer “view” is controlled by user roles, so you can give them any permission you like (all the way up to full admin). You can now edit the role from the Admin browser. Each time you make an edit, you can refresh the Customer browser to see the changed permissions/view take place.

Please let me know if you have any questions.

Thanks,
dtbaker

WeirdMike

You are awesome! Thank you!

dstaton Purchased

When I or a staff member creates a new ticket related to a client, I would expect the client to receive an email from support@mysite.com or department@mysite.com

However, what actually happens is that the email they receive comes from joe@hotmail.com or sally@gmail.com.

Where do I configure this to either select which department email account is used as the from, or at least the default system email as the from?

Having clients reply to the staff’s personal email addresses loses the chain of communication.

Where can I configure this so client replies aren’t going all over the internet except my UCM install?

Thanks

dtbaker

On phone now, but try settings – advanced – ticket from staff email and change from 1 to 0. I’ll look at exact setting name when back at the office.

Hi! I have a presales question.

I am currently using a client manager script from another vendor here at Codecanyon. I would like to upgrade in the near future from the current script that I am using to your script. Is there a way I can successfully transfer all of my clients and records to UCM without losing important data?

Also, I am handling some reseller accounts. I would like to give my resellers the ability to use an application such as this to handle their client accounts. If your script doesn’t do this that’s okay. I just thought I’d ask.

Thanks!

dtbaker

There is an import csv feature in many areas of ucm. It won’t be possible to migrate all data, but you can have a look in the demo (and even try a test import) to see what is possible.

There isn’t a reseller feature within ucm, but some people have reported success separating records by using the “company” feature combined with “user role” permissions.

Best of luck with the project.

Thanks, dtbaker

zenics Purchased
My system all messed up after the update. take a look http://tiny.creativemanner.com/BkfO All N/A http://tiny.creativemanner.com/BkfQ No data whatsoever http://tiny.creativemanner.com/BkfU Nothing http://tiny.creativemanner.com/BkfW creating invoice

It seems It messed up the database. I have submit a ticket already last week.

Please Help

zenics
zenics Purchased

Manual Update didnt seem to fix it. I ll ask for the APC.

zenics
zenics Purchased

Its already Disabled. anything to do with eAccelerator maybe?

dtbaker

Yes possibly eAccelerator (sorry I get them confused). Try turning that off to see how it goes.

I bought this CRM and I love it but I am trying to integrate with my website and I cannot figure out how to add a custom field to the form like a service requested drop down.

How do I do this?

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