We now have the ability to separate extra fields between customer types. So if you have a “Lead” customer type and a “Vendor” customer type they can both now have a separate list of extra fields.
You can now append a “Unit Type” to a product. For example: Kilogram, Boxes, Packets, Hours, Letters, Prints, Meetings Head over to Settings > Products and try it out.
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
CSV export is now possible through Custom Data. There is also a new “Search Bar” that will appear along the top of every custom data page, along with built in pagination.
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.
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
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
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.
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
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/