UCM Blog

Latest News and Updates from the Ultimate Client Manager team

New Theme: Blocks

There’s a new theme available for UCM. This brings a new look & feel to the system along with a few extra features. All the details are over on ThemeForest here: http://themeforest.net/item/ucm-theme-blocks-crm/14745039

read more
dtbakerNew Theme: Blocks

Ticket Group Defaults and New Access Permissions

Good news! Tickets has received a little update in the “Groups” department. The first change is under Settings > Tickets > Ticket Types: Here you can now pick the default groups that will be applied to any new support tickets (imported via POP3/IMAP or via the online embed web form). The second change is a little more advanced

read more
dtbakerTicket Group Defaults and New Access Permissions

Speed improvements by disabling menu count bubbles

The latest update will speed up your page loads by disabling the “count” bubbles in the menu, as shown here: Don’t worry you can turn them back on from Settings > System Settings by ticking this box, just remember that these count bubbles will slow the page load times down a little bit.

read more
dtbakerSpeed improvements by disabling menu count bubbles

Extra field ordering, file upload and permission improvements

There are a few new features for Extra Fields. Check them out in Settings > Extra Fields. You can choose different Extra Field types, including a File Upload. You can choose the order these Extra Fields will appear in the listing. The permissions have also been improved, check out Settings > User Roles and see

read more
dtbakerExtra field ordering, file upload and permission improvements

Change menu icons

If you’re using the AdminLTE theme you can now change the menu icons. Simply head to Settings > Menu and type the new icon name into the list. Available icons are from fontawesome here: https://fortawesome.github.io/Font-Awesome/icons/

read more
dtbakerChange menu icons

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:  

read more
dtbakerNew Customer Types

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

read more
dtbakerNew Customer Map Feature

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

read more
dtbakerResponsive Improvements

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.

read more
dtbakerNew Help System Released