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dtbaker
- Grew a moustache for the Envato Movember competition
- Community Moderator
- Elite Author
- Contributed a Blog Post
- Author was Featured
- Item was Featured
- Won a Competition
- Repeatedly Helped protect Envato Marketplaces against copyright violations
- Has been a member for 4-5 years
- Most Wanted Bounty Winner
- Sold between 250 000 and 1 000 000 dollars
- Author had a Free File of the Month
- Bought between 10 and 49 items
- Referred between 500 and 999 users
- Author had a File in an Envato Bundle
- Beta Tester
- Exclusive Author
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Buyer Rating:
4.58 stars
4.58 average based on 121 ratings.
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| Created | 9 July 12 |
| Last Update | 28 February 13 |
| Software Version | PHP 5.0 - 5.2, PHP 5.3 |
| High Resolution | No |
| Files Included | JavaScript JS, JavaScript JSON, HTML, CSS, PHP, SQL |
- client manager
- customer database
- customer jobs
- customer manager
- finance tracking
- freelance database
- job tracking
- mobile invoicing
- newsletters
- php customer database
- recurring invoices
- support system
- support tickets
- task timer
- ucm
© All Rights Reserved dtbaker -
Contact Envato Support


Hey there,
I am having issues upgrading from ‘Lite’ to ‘Pro’. I tried submitting a support request on you site, but it just says failed. :-\
I hope it is okay that I email you.
- Adam
Yep send an email through http://codecanyon.net/user/dtbaker (bottom right) and I can help. Was there a particular error message when submitting a support ticket?
I will email you the error message.
- Grew a moustache for the Envato Movember competition
- Community Moderator
- Elite Author
- Contributed a Blog Post
- Author was Featured
- Item was Featured
- Won a Competition
- Repeatedly Helped protect Envato Marketplaces against copyright violations
- Has been a member for 4-5 years
- Most Wanted Bounty Winner
- Sold between 250 000 and 1 000 000 dollars
- Author had a Free File of the Month
- Bought between 10 and 49 items
- Referred between 500 and 999 users
- Author had a File in an Envato Bundle
- Beta Tester
- Exclusive Author
+8 more»» Please use the UCM Support Forum located here: ultimateclientmanager.com/forums/ ««
Please send ALL support requests to our dedicated support forum by following this link: http://ultimateclientmanager.com/forums/
We cannot answer support questions here.
Be sure to check the FAQ before asking a support question, we update the FAQ regularly.
UCM Update Newsletter:
Thank you for supporting our product,
dtbaker
»» All Questions – Please use the SUPPORT FORUM located here: http://ultimateclientmanager.com/forums/ ««
We don’t check these comments very often so it will be quicker to ask us questions via our support forum. Thanks!Is possible to add the barcode sign with the invoice number
There is no barcode generation within UCM. However if you have a 3rd party web based program that can generate a barcode from url ( eg: http://yourwebsite.com/barcode_generator.php?id=12345 ) then you can certainly include that in the invoice template as an image.
Hello, I am Brazilian and here is a means of payment using too called “billet” is so I looked in your system there is no way to generate this docket to registered customers. Could you guys implement this option then I make the purchase of the system? The billets would be for banks: Caixa, HSBC, Itau bank in Brazil, Bradesco because they sound the major banks that work. There is a system called boletoPHP free system for developers http://boletophp.com.br/ With this API you can use in your system Just so thank you I’ll be waiting for an answer
by google translate
Hello,
Sorry at this time we cannot do “billet” payment system.
Thanks,
dtbaker
but what would be the forecast for adding such a function.
Hi dtbaker, I just love UCM, it’s incredibly helpful to me.
There are two little things I would like to ask.
Could you please implement a Checkbox for the Newsletter view, so subscribers who did not complete the double opt in could easily be selected and deleted? At the moment I’m counting over 300 Spam Subscriptions and its a pain in the.. finger… to click on each and every one to remove it from the newsletter. (Maybe the system could also benefit from a Captcha)
The other thing is, are you planing to implement professional translations of UCM, at least for german?
Kind Regards
Tom
Hello,
Thanks for the feedback! Please post these in the feature request area and we can let you know via that when they are competed.
http://ultimateclientmanager.com/forum/feature-requests/Thanks, Dtbaker
Lovin’ UCM… Really easy to track tasks and manage workflow! Most flexible and friendly collaboration tool ever! Pat on the back to DTBAKER. #teamsababa
Thanks!
Hi, I’m interested, I’d like to see Client Portal demo
Instructions for creating your very own tailored client login in the demo are available here: http://ultimateclientmanager.com/online-demo/
Thanks!
Hello dtbaker,
I just wanted to stop by and say I AM ABSOLUTELY WITHOUT SHADOW OF A DOUBT LOVING MY PURCHASE!!! UCM is the greatest purchase I have made on CC to date!!! Thank you for such great work!!! We really appreciate your hard work and continued updates! As a matter of fact, I will purchase again very soon, just to support you! Thanks again!
I do have one feature request, Is it possible to change the output of the “Invoice Payment Due” tab on the Homepage from showing Invoice Numbers [such as “176426 (last sent 25 days ago)” ] to the Names of the Jobs attached to them? For example, on the Homepage the Invoices would read something like [ ExampleSite.com Website Updates (last sent 25 days ago) ] instead of [ 176426 (last sent 25 days ago) ]
Is something like this possible?
Best Regards, JStorm
Thanks for the feedback!
Please feel free to post a copy of this feature request in the feature request area and we can let you know there: http://ultimateclientmanager.com/forum/feature-requests/
Cheers,
dtbaker
Hello, I have a few questions:
1. Is it possible to set time along with the date in the fields: Start Date, Due Date and Finished Date?
2. Also, can this invoicing scenario be completed with UCM: I have a client and I’m working simultaneously on 3 jobs (=projects) for him, each job has several ongoing tasks (some completed, some still running). At the end of the month I want to issue a single invoice to this client including all completed tasks on the 3 jobs. The important thing here is I don’t need 3 invoices for each job but a single invoice for all finished tasks. Con this be achieved automatically rather than creating a manual invoice and manually adding each completed job?
3. Can I add a column to the Invoice Item next to the Description field (e.g. Service name) or another custom field I have set in the job/client?
1) unfortunatley jobs/invoices/tasks are only based on dates, not times. Adding this feature is not currently possible.
2) Yes this is possible with the automatic invoice merge feature. Create an invoice for the first job (but don’t “send” it to the customer yet) then go back to the other job and create an invoice from there as well. After creating the second invoice it will prompt you to merge this invoice with the previous unsent invoice.
3) At the moment it’s not possible through the UCM interface, however if you are familiar with PHP this could be added with a moderate level of difficulty. Alternative you can click on the little arrow next to the task name and enter in some additional text there.
Best of luck finding a solution!
RE: 1) unfortunatley jobs/invoices/tasks are only based on dates, not times. Adding this feature is not currently possible.
Is is possible to find a workaround for times in tasks/jobs?
I want to use UCM for managing projects which are not related to website design, etc.
I receive a task for a project, say at 10 am and need it delivered at 5 pm. I want the users to set and see the deadlines (and possibly be alerted when they’re overdue).
All other functions fit well for my purposes.
I want to buy the Pro Edition but I need to know first if it works with Multisafepay. I saw in your demo on Payments that Multisafepay is already included.
Yes Multisafepay is included in the Pro Edition.
Hi, I am interested in using the UCM pro. My question is as follows… The demo view is the same product which I will get with 60usd? Or the demo includes the extra payment plug ins?
Do we have opportunity to have Turkish version?
Is it possible to ask for additional futures?
What is the extended licence for?
thx
Can you use Automated Recurring Billing with the Authorize.net payment module? Meaning, can you present the client with a form to setup a recurring payment (subscription) & give them a way to cancel it?
Thanks