Login issue in latest PHP version
There's a compatibility issue with newer PHP versions that prevents some installations of UCM from logging in. There are two different ways to fix this: Edit the includes/config.php file and change…
Blog
Updates, features, and news from Ultimate Client Manager. See the changelog for recent releases.
UCM Development - Github
Please reach out to me if you are interested in UCM code development. I'm thinking about opening up a github repository and taking community pull requests to improve this software. Send me an email…
Just launched UCM Hosted
A lot of people ask me for hosting. It turns out finding reliable hosting that has all the features needed for UCM to operate successfully is quite tricky. So we decided to create our own. You can…
May 2017 CRM Update
Hello everyone, There has been a big update to UCM, we have started down the path of re-writing the code in a better and more extendable way. This is paving the way for much better (and quicker)…
Latest Update: Customer Statement Overview
The latest UCM Pro update includes a customer statement overview link. You can email this special link to the customer and they can click it to view all their invoices, quotes, jobs and payments in…
Setting up "Custom Data" to appear on an Invoice template
In this tutorial we will pull some "Custom Data" elements into an invoice template. First we setup our data by going to Settings > Custom Data and creating a new data store. We will call this one…
Reset invoice numbering at the start of the year
A lot of people are asking for invoice numbering to be reset at the start of a year (for tax reasons). In the latest version you can go to Settings > Advanced and set the following 3 options:…
Job Finance Totals
The job finance table (at the bottom of a job page) now shows the total credit/debit values along with an overall total. Screenshot:
Field Visibility Options
We're working on an exciting new feature that will let you hide/show fields based on the user role. Here's a screenshot: Check your UCM system for this update shortly.
New Timer Feature Released
We're excited to release the new timer feature. Check it out in the live demo. Start a timer from any page of the system. Automatic timer starts when you open a job or ticket. Convert a timer into an…