775 comments found

  • Bought between 10 and 49 items
  • Has been a member for 2-3 years

Hi,

I am very interested in purchasing as this seems perfect for me! However, I see there was interest month ago for recurring payments (subscription payments) through PayPal. That is, where the client signs up for a monthly subscription, gives PayPal their CC info, and they are automatically charged monthly without having to do anything. Is this possible with UCM?

dtbaker

Yes this is possible, under Settings > Subscriptions.

Then open up a Customer and tick which Subscription they should be on, set a start date, and away it goes.

There are more details and screenshots located here: Subscription customer payments with UCM.

Default-user

Thanks so much for your quick response. Just to confirm – we are talking about an automatic PAYMENT that is made, not just an automatic invoice with a manual payment, correct? So the client pays once and from that point on is automatically charged monthly/yearly…

dtbaker

When a client receives one of these “automatic subscription invoices” they will click “Pay via PayPal” and then they will be given the option to “Pay Once Off” or “Setup Automatic Payments”. If they choose to setup automatic payments then yes it will all happen automatically (invoice generation, paypal payment, receipt email).

I suggest creating a customer account and a subscription in the live demo and test it works as expected before purchase.

Thanks,
dtbaker

Default-user

Great, thanks!! One last question then I purchase… does the “White Label” theme allow me to add my own logo and branding? Or can you do that to any of the themes in the “Pro” version of UCM?

dtbaker

Yep all themes allow logo / customisations. Check out the reply below.

  • Bought between 10 and 49 items
  • Has been a member for 3-4 years

Hello like, you can add your own logo with any of the themes.

Please go to Settings > Theme and scroll down to logo. Change the logo URL to point to your own logo (eg: http://yourwebsite.com/logo.png).

If you wish to use the default logo you can try changing the logo path to a full URL like this: http://yourwebsite.com/clientarea/images/logo.png or if your installation directory is ”/clientarea/” then change the logo path to ”/clientarea/images/logo.png”

Besides the demo for more info you can visit the faq page @ http://ultimateclientmanager.com/support/faq-knowledge-base/

or the wiki page @ http://ultimateclientmanager.com/support/documentation-wiki/
Default-user

Also you can change the name to your own as well, just go to settings> System settings> Name Your System.

dtbaker

Cheers :)

  • Bought between 10 and 49 items
  • Has been a member for 4-5 years

portuguese version?

dtbaker

No but you can translate from Settings – Language.

  • Bought between 10 and 49 items
  • Czech Republic
  • Has been a member for 2-3 years
lukasnes Purchased

Hi how can i set up view only non finished project as default view?

Thanks

dtbaker

Change advanced setting job_search_completed_default from 1 to 3.

Default-user
lukasnes Purchased

Cool thanks :)... so i have one more request.. if i can update system… Core application files show Installed Version N/A (Available 2.7.36) and Database application update Installed Version 2.2 (Available 2.736) after upgrade process these two parts dont upgrade :( any solution?

dtbaker

Yes the core/database update will not change version number. We’re working on some big backend changes and it will change version number once they’re done :)

  • Bought between 10 and 49 items
  • Czech Republic
  • Has been a member for 2-3 years
lukasnes Purchased

Cool thanks :)... so i have one more request.. if i can update system… Core application files show Installed Version N/A (Available 2.7.36) and Database application update Installed Version 2.2 (Available 2.736) after upgrade process these two parts dont upgrade :( any solution?

Thanks

dtbaker

Yes the core/database update will not change version number. We’re working on some big backend changes and it will change version number once they’re done :)

Default-user
lukasnes Purchased

cool :) now i find little problem with automatic create invoice from subscription… i have 3 subscription, which can be generated invoice today (with invoice prior 21 day), but nothing happened :(

Thanks for any idea

dtbaker

Please send through a support ticket and we can assist with the subscription invoice generation. Sometimes subscription invoices can take a few hours to start sending but we can have a look at your settings and let you know if anything needs to be changed. http://ultimateclientmanager.com/support/support-ticket/

Default-user
lukasnes Purchased

ticked send… thanks

  • Bought between 10 and 49 items
  • Has been a member for 1-2 years

Presale Question. Urgent response please!

I played with the demo, created custom data, a field set and some fields.

I assigned this custom data to customer menu.

Then i take a client, i complete the fields form custom data.

How to generate a pdf from the fields i completed whitin a custom template? And In Templates how do i create a template with parameters like {field_1}, {field_2} from custom data?

It is posible?

Thanks!

dtbaker

Hello,

Thanks for trying out the demo. PDF generation is only available with Quotes and Invoices. It is not currently possible to generate a pdf from a custom data entry (however it’s something we could look at adding in the future).

Cheers, dtbaker

  • Bought between 1 and 9 items
  • Has been a member for 0-1 years

To distinguish between leads, client and vendors is there a way under clients/customer information/type (the drop down menu with clients or lead), can I add to the drop down menu “vendor” please?

thanks

dtbaker

No it’s not very easy to create a 3rd option for Vendor/Supplier. We might change this in the future but for now you can just use a “Customer Group” called “Vendor”.

  • Bought between 1 and 9 items
  • Has been a member for 1-2 years
  • Spain
argrupo Purchased

Is planned integration with WooCommerce in the future?, Or you could make a pugin pay for this?. It would be something great. Thank you

dtbaker

Sorry there are no Woo integration plans at this stage

argrupo
argrupo Purchased

A shame, would be a great functionality. And some kind of integration with wordpress?. Anyway it is a great tool. Thank you for responding so quickly.

  • Bought between 1 and 9 items
  • Has been a member for 0-1 years

Is there a way to email to send emails to UMC from gmail to link with a project to keep a clients responses in the one place? Sometimes theres a special BCC email address to use for projects where the email will show up in UMC

dtbaker

No this isn’t possible.

Default-user

ok thankyou

  • Bought between 1 and 9 items
  • Has been a member for 0-1 years

Within the customer external link it currently shows Job Overview, Task list and Invoice details etc.

Just wondering if theres a way I can add a list of files and their links attached to the job?

I cant work out which tag to add to the template so the client can see what files/proofs/images I have stored in their job.

dtbaker

No this is not possible in UCM

Default-user

ok thankyou

  • Bought between 1 and 9 items
  • Has been a member for 0-1 years

Can you please tell me how the calendar is meant to work. When I start a new job the calendar puts the job in on that start date but I cant edit it at all. Really on my calendar I want to show due dates or a finish dates or even extend time to cover a number of days to show when im working on it.

Otherwise is there a way to add an event and choose the client, the project its linked to and the staff member? Would need you to add the project drop down please.

dtbaker

Please send further support requests via the dedicated support area here: http://ultimateclientmanager.com/support/support-ticket/

  • Bought between 1 and 9 items
  • Has been a member for 0-1 years

Hi I just looked through the latest update info and it mentions things to do with vendors

where do i find this in UCM?

2014-07-16 vendor (2.1) vendor initial release company (2.14) vendor feature note (2.26) vendor support

  • Bought between 1 and 9 items
  • Has been a member for 1-2 years
  • Spain
argrupo Purchased

After translating from the new tab “Language” are parts untranslated although if I translated. How can I fix this?. And other questions. I bought the theme “white label” and will not let me change colors with custom css. And when I do it in the files by ftp, to do an update and reset to the original topic. How I can fix it?.

Thank you

dtbaker

Please send through a support ticket with some temporary login details or a screenshot of the issue and we can assist http://ultimateclientmanager.com/support/support-ticket/

  • Bought between 1 and 9 items
  • Has been a member for 1-2 years
  • Spain
argrupo Purchased

When I delete a customer on the next screen asks if I want to remove this client, but I get in the original language. When looking at the translation, I realize that it has added a new line asking if I want to delete the customer, and this happens every time I want to delete a client.

One solution please

dtbaker

Please send through a support ticket with some temporary login details or a screenshot of the issue and we can assist http://ultimateclientmanager.com/support/support-ticket/

  • Bought between 10 and 49 items
  • Has been a member for 1-2 years

Hey! I love the idea of this plugin but I cant seem to get it to work 100%. I am getting very very slow load time on all pages. This is something only relevant to this section of my website, everything else loads fine. Please let me know if you can help I would like to start allowing my customers to login and what not.

dtbaker

Shoot through a support ticket and we can debug the slow load time. Most pages should load under a second.

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