New CRM Feature Release

Basic Inventory Management

Hey all, Good news, we’ve just launched basic inventory management in the last update. Head on over to Settings > Products and give it a whirl. Once a product appears in an Invoice it will be removed from the available quantity. (if that Invoice is deleted the available stock Quantity will come back) This has been

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dtbakerBasic Inventory Management

New Feature: Customer Welcome Email

There’s a new button near the bottom of the Edit Customer page called “Generate Welcome Email” This will preview an email for the current customer and include a link they can click to login and set their password. This welcome email template can be modified in Settings > Templates.

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dtbakerNew Feature: Customer Welcome Email

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

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dtbakerTicket Group Defaults and New Access Permissions

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:  

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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

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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

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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.

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dtbakerNew Help System Released