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 […]
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 […]
Two new options have been added to Settings > Subscriptions. You can now limit the available payment methods for each type of Subscription. And if you are using PayPal then you can setup a Trial period, where you can discount (or even increase) the price of the first subscription invoice. Screenshot: The above settings will […]
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 […]
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 […]
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 […]
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 […]
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.
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 […]
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 […]
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. […]
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 […]
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 […]
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 […]
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).