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 service ). Sign up for a 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).

New Template Tags available (Dates and Invoices)

Here’s a new nifty template feature available for dates: {DATE_CREATE-Y} will print only the “Year” from the {DATE_CREATE} field. The full list of options are: ymdYMDjlSWFn and more details about each can be found here For example to print out “March the 8th, 2014″ in your invoice_print template you could use this code: {DATE_CREATE-F} the {DATE_CREATE-j}{DATE_CREATE-S}, […]

New Big Feature: Custom Data Forms

Try the demo: Input some custom data here: (click the Add New button up top right) Create your own custom data forms here:   This new feature is pretty awesome. It allows you to build any type of data form and display it within UCM (without programming knowledge!). Below are some screenshots to give you an […]

New File Permissions

New file permissions are now available under User Roles as per this screenshot: This will allow greater control over who can see what files are in the system. The default action prior to this update was “Only files from customers I have access to”

New Responsive Bootstrap Theme Now Available!

We have been busy over the past week working on a new Responsive Bootstrap theme for the Ultimate Client Manager. This is now available as a FREE UPGRADE for any existing UCM Pro customers. Here’s some screenshots to get you excited: Simply go to Settings > Upgrade and perform an update as normal (remember to […]

Conditional tags now available in Templates

Templates now contain basic conditional tag support, here is an example: {if:CUSTOMER_NAME} Hello {CUSTOMER_NAME}, <br> {else} Dear Customer, <br> {endif:CUSTOMER_NAME} Or for the address: {ADDRESS_LINE_1} <br/> {if:ADDRESS_LINE_2}{ADDRESS_LINE_2} <br/>{endif:ADDRESS_LINE_2} {ADDRESS_SUBURB} <br/> Nested tags are not supported. Ensure the tag within {if:} and {endif:} match exactly for it to work.

Tax Report

A basic tax report is now available in UCM. This will show tax totals (grouped by currency and tax rate) for a specified date range. Here is an example:

Tax now available within Finance area

The latest update will allow for taxes to be added to individual finance items. This is a step towards creating some better tax financial reports. Supports multiple taxes for those countries that require it. Here’s a screenshot: You can enter a Sub Total and the Tax, and it will calculate the Total. Or you can […]