UCM Blog

Latest News and Updates from the Ultimate Client Manager team

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

read more
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)

read more
dtbakerDrag and Drop file upload

Multiple file uploads & bulk file delete

We’ve added support for multiple file uploads. Simply select multiple files like this:       Click “Save File” and it will upload them all at once, like this:     There is also a new bulk delete option:   Enjoy!     (hunt: make sure file_upload_old is set to 0 in advanced settings)

read more
dtbakerMultiple file uploads & bulk file delete

Template tag arithmetic improvements

Template tags now support + – and * arithmetic, here is an example that is used in the “external_invoice” template: Total: {TOTAL_AMOUNT_DUE} <br> +10: {TOTAL_AMOUNT_DUE+10} <br> 10%: {TOTAL_AMOUNT_DUE*0.10} <br> 50%: {TOTAL_AMOUNT_DUE*0.50} <br> -50: {TOTAL_AMOUNT_DUE-50} <br> This produces the following output: Total: $100.00 EUR +10: $110 EUR 10%: $10 EUR 50%: $50 EUR -50: $50 EUR

read more
dtbakerTemplate tag arithmetic improvements

New Feature Request Area

We have tweaked the feature request area a little bit, check it out here: http://ultimateclientmanager.com/support/ucm-feature-requests/ This page will show a nice summary of UCM feature requests: all the popular feature requests new feature requests recently completed features There is also a new “fund” button to go along with the existing “vote” button. If you would

read more
dtbakerNew Feature Request Area

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

read more
dtbakerCustom email/PDF templates per Subscription

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

read more
dtbakerNew Language/Translation Bug Fixes