UCM Blog

Latest News and Updates from the Ultimate Client Manager team

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

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dtbakerSorting by extra fields

Custom Data receives new features

We’ve spent some time adding a few new features and fixes to the “Custom Data” feature (more coming soon too!) New features that you will notice straight away are the new “Multiple” option and the full list of supported field types is now in a drop down. There is also new support for display a Customer, Website,

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dtbakerCustom Data receives new features

Custom hooks for table data

Here’s one for the developers You can now add extra columns to the table data in UCM, for example the main “Customer List”. Here is some example PHP code that will work in the latest version of UCM: https://gist.github.com/dtbaker/2b3057483567c9acfa7a Here’s a screenshot showing the extra data that is added in this particular example:  

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dtbakerCustom hooks for table data

Extra Fields Updates – Dates and Bug Fixes

You can now create an extra field as a “date” field. Simply go to Settings > Extra Fields > * open existing extra field * > change the “Field Type” from “Text” to “Date”. This will now show up as a date picker field in the Job extra field area, as shown here:   There

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dtbakerExtra Fields Updates – Dates and Bug Fixes

Sending a Quote from a Support Ticket

We’ve made a step in the direction of billing from a Support Ticket. This new feature allows you to create a “Quote” from a “Support Ticket”, and send that quote to the user. (the Quote can then be converted into a Job and finally an Invoice) More details in the Quote Documentation

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dtbakerSending a Quote from a Support Ticket

Drag and Drop file upload

We’ve added support for Drag & Drop file upload (in compatible browsers). Simply go to the normal File > Add page and drag your files (or a folder) across, it will turn green like this:   (hint: make sure file_upload_old is 0 in advanced settings)

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dtbakerDrag and Drop file upload