New Customer Types

Previously there were two default types available: Customer and Leads. Now you can create your own additional customer types. See the new options under Settings > Customers. Here’s a screenshot of the new feature:  

New Customer Map Feature

Here’s a new feature for you! In the latest update there is a “Map” menu. This shows all your customer addresses. You can click on each icon to open that customer. There is also a “Map” icon under each customer page, so if a customer has multiple contact addresses it will show the contact addresses

Responsive Improvements

We’ve made some responsive improvements to the Customer page. Here are some before and after screenshots: Notice how each “block” of information is now shrunk down and a summary is shown. Clicking the plus/minus buttons will show and hide the extra information. Ultimate Client Manager (default) Metris theme; before and after: Ultimate Client Manager new AdminLTE theme; before

New Help System Released

We’re working on a better help and documentation system for UCM, so in the latest update you will see a new “help” icon visible on every page of UCM. It looks like this (see top right) By default this help menu is only visible to the Super Administrator, more details please click here.

Payment Methods – new defaults

It is now possible to have a payment method disabled by default, and you can now enable it on an invoice-by-invoice basis. Example Authorize payment gateway settings: now when creating an invoice the Authorize payment option will be disabled, you can enable it for that particular invoice.

Extra Field Updates – Dropdown & WYSIWYG

We now have dropdown and WYSIWYG extra field support. Here’s what the settings look like (Settings > Extra Fields):   Here’s what it looks like on the page:   There is also WYSIWYG support, which looks like this on the page:   and when you click in the editor you get the TinyMCE menu popup like this:

Customers & Leads – import/export staff members

Just a quick update to let you know that “Staff Members” can now be imported and exported via CSV from the Customer/Leads area. Just include the Staff member name in the CSV file and it will link them up during import.

Sorting by extra fields

We’ve added basic support for sorting on extra fields in the “Customer” and “Leads” area. Create an “extra field” from the customer page, and then from Settings > Extra Fields you can set the visibility to be “Public + In Columns”. This will display the extra field data in the main Customer listing. Now you can