Custom email/PDF templates per Subscription

You can now pick a custom Email and PDF template for your automatic subscriptions. Previously subscription invoices would default to using invoice_email_due and invoice_print templates. You can now choose a different one for each subscription. The easiest way to create a new template is to open Settings > Templates > invoice_email_due and change the template key from invoice_email_due to […]

New Language/Translation Bug Fixes

The latest update contains a bug fix and speed improvement for the Language/Translation system. There’s a new “Check Errors” button when you open up an individual language from Settings > Language: Click this and it will display any words that should not be in the translation system, and give you the option to remove them. This will clean […]

Creating your own Dashboard Widgets in the AdminLTE UCM theme

It is possible to create your own Dashboard Widgets for the new AdminLTE UCM theme with a little bit of PHP knowledge. Have a look in the includes/plugin_theme_adminlte/dashboard_widgets/ folder. Here you will see a single file for each existing dashboard widget. Simply copy one of those files and rename it to widget_SOMETHING.php and away you […]

New CRM Backup Feature Now Available

We have just added a new Backup feature to UCM. Try it out from Settings > Backup (after upgrading from Settings > Upgrade). This Backup tool will create two files: 1) a ZIP file with all the UCM code 2) a SQL file with the database export You can download these files and save them […]

PHP version 5.3 and above now required

The latest update of UCM makes use of new features only available in PHP version 5.3 and above. We have dropped support for PHP version 5.2, and most parts of the system will stop working. Everybody still using PHP 5.2 will have to swap to 5.3 or above. Your hosting provider can generally perform this […]

Job Staff Expense Tracking / Split Job Task Rates

New feature is now available. Your staff members can have a different rate compared to the amount you charge the customer. This different rate will show up as an expense linked to the job in the finance area. There is also a new Net Total showing the profit after staff expenses are taken out. Here […]

New (easier) staff option

There is a new (and easier to use) staff member option in the latest update: Simply go to the user/contact page (where you currently set the password/role) and you will see a new staff select box. Changing this to “Yes” will make this user appear in the staff drop down option. The other two new […]

Custom Data: new read only fields available

We have made available 4 new read only fields for the Custom Data feature. These are: created_by updated_by created_date_time updated_date_time In the settings area it looks like this: In the data editor/viewer it looks like this: These fields are read only and cannot be changed by the user. Enjoy!

Calendar Improvements – Permissions + Job Time

Jobs now have a start and end time as shown here: These will now flow through to the Calendar, as shown here: The popup bubble has also been improved to show the calendar details better: You can disable Job times by changing the advanced field job_show_times from 1 to 0   New permissions under User Roles […]

Quote auto approval emails to staff members

Now when a Quote is approved the system will automatically send an email to the assigned Staff member. To disable this new feature please change the advanced setting quote_approval_auto_email from 1 to 0 To edit the automatic email that is sent please go to Settings > Templates and change the quote_approved_email template.

Quote and Job Discounts now available

The latest update now supports Quote and Job discounts (previously only discounts were applied at the Invoice stage). If a Discount is applied to a Quote it will follow through to the Job and finally to the Invoice. Hope you like it! This was a top request.

New Translation tool now available!

In the latest update head over to Settings > I8N Here you can easily translate ANY word within the UCM system over to your own language. You can even modify the default English translation, so if you want to change the word “Dashboard” to “Home” you can do that too. There is an export/import CSV […]

Customers can now pay their Invoices with Bitcoin

We have recently implemented Bitcoin invoice payments ( through the excellent Coinbase.com service ). Sign up for a coinbase.com account, enter your API keys into UCM, and you’re ready to start accepting bitcoin payments for your invoices. Here’s some of the features: invoice in your own local currency, bitcoin exchange is automatically calculated restrict the […]

Task hours formatting improvement

There’s a new update available for Jobs, Quotes and Invoices. If you deal with Hourly Rates in these areas you would have noticed that “1.5” means One-and-a-Half-Hours. The latest update now supports correct time formatting, so instead of 1.5 it will show 1:30 This makes it easier to represent correct task times to your clients. […]

Ticket – private messaging feature

There is a new private messaging feature in the UCM ticketing system This allows you to send private messages related to a ticket to your staff members. Simply tick the new “Private” option above the text editor Here’s a screenshot: If you click the CC/BCC button at the bottom then you will get a list […]

Faster PDF generation with mPDF

We’ve just added a new PDF library to the UCM package. mPDF will create your PDF documents much faster than the old html2ps library. mPDF also supports a lot more advanced CSS rules for those who wish to create great looking invoices. Important Note:  Your PDFs will initially look bad after this update. It is […]

Facebook and Twitter – Introducing the Simple Social Inbox

Introducing the Simple Social Inbox for Ultimate Client Manager! Manage the messages from multiple Facebook Pages and Twitter Accounts in one easy to use inbox. (as requested in this Forum Thread) Requirements: A Twitter account A Twitter app (create from here – instructions in UCM Settings area) A Normal Facebook Account A Facebook Business Page (create […]

Jobs: Support for multiple taxes

Quick blog post! Jobs now have support for multiple taxes. If you want to setup multiple taxes by default go to Settings > Advanced and enter comma separated values: ‘tax_name’ enter:  VAT,GST ‘tax_percent’ enter:  22,10 Now when you create a job/quote/invoice it will have the default tax rates of 22% (VAT) and 10% (GST).