New CRM Feature Release

There is a big update available, with changes to almost every file in the system. Please update the “db” module first then after that is completed please go back and check for the second round of updates. If you have any troubles with updates please send through FTP details in a support ticket here: https://ultimateclientmanager.com/support/support-ticket/ As always please

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.

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

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:  

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

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