Moving associated services when moving Domains between accounts.
When moving a domain name from one account to another, it would be beneficial to be able to also move the services associated with that domain name along with it instead of having to move them separately. It would also minimize errors of services accidentally being left behind.
Kathleen Downey 6 days ago
CRM
Moving associated services when moving Domains between accounts.
When moving a domain name from one account to another, it would be beneficial to be able to also move the services associated with that domain name along with it instead of having to move them separately. It would also minimize errors of services accidentally being left behind.
Kathleen Downey 6 days ago
CRM
See which notifications map to which products
(and which are active/not currently active) At the moment, you can go to a product and see the notifications attached to it. But you can’t do it the other way around and go to a notification and see which products use it Is this possible?
Darren Lingham 7 days ago
Webhooks, Triggers & Notifications
See which notifications map to which products
(and which are active/not currently active) At the moment, you can go to a product and see the notifications attached to it. But you can’t do it the other way around and go to a notification and see which products use it Is this possible?
Darren Lingham 7 days ago
Webhooks, Triggers & Notifications
Automatically generate the first affiliate link
At the time of a client being enrolled into the affiliate program it would be ideal if the first affiliate link can automatically generate. This default link should go to the brands homepage.
Alex 8 days ago
CRM
Automatically generate the first affiliate link
At the time of a client being enrolled into the affiliate program it would be ideal if the first affiliate link can automatically generate. This default link should go to the brands homepage.
Alex 8 days ago
CRM
Affiliate default value in the redirect URL
We’ve seen confusion among affiliates creating an affiliate link, where they believe the redirect URL should be their own website URL. To mitigate the confusion, having a setting to have a default value (https://example.com/) that can be adjusted for additional paths would be ideal.
Alex 8 days ago
CRM
Affiliate default value in the redirect URL
We’ve seen confusion among affiliates creating an affiliate link, where they believe the redirect URL should be their own website URL. To mitigate the confusion, having a setting to have a default value (https://example.com/) that can be adjusted for additional paths would be ideal.
Alex 8 days ago
CRM
Affiliate Link placement in header navigation menu
A setting which when enabled, places a link to the affiliate program in the header navigation menu of the client area. This adds additional visibility to the affiliate program instead of being hidden in the My Account section.
Alex 8 days ago
CRM
Affiliate Link placement in header navigation menu
A setting which when enabled, places a link to the affiliate program in the header navigation menu of the client area. This adds additional visibility to the affiliate program instead of being hidden in the My Account section.
Alex 8 days ago
CRM
In Progress
Automatically enroll clients to the affiliate program
A setting to automatically enroll clients into the affiliate program at the time of registration.
Alex 8 days ago
CRM
In Progress
Automatically enroll clients to the affiliate program
A setting to automatically enroll clients into the affiliate program at the time of registration.
Alex 8 days ago
CRM
Ability to reword Affiliate Program
The ability to change the wording of the affiliate program in the client area. This should apply to the menu item link, page title, and any descriptions on the page. Example: Changing ‘Affiliate Program’ to ‘Refer-a-Friend’.
Alex 8 days ago
CRM
Ability to reword Affiliate Program
The ability to change the wording of the affiliate program in the client area. This should apply to the menu item link, page title, and any descriptions on the page. Example: Changing ‘Affiliate Program’ to ‘Refer-a-Friend’.
Alex 8 days ago
CRM
Print Email and Client Logs
Hi, In many cases web hosting companies are needed to comply with local investigative agencies, submit client evidences to card dispute authorities. Now Upmind doesn't have any client logs & emails download feature from admin side. This is very important. Kindly add the print feature.
Zalvis Accounts Team 10 days ago
CRM
Print Email and Client Logs
Hi, In many cases web hosting companies are needed to comply with local investigative agencies, submit client evidences to card dispute authorities. Now Upmind doesn't have any client logs & emails download feature from admin side. This is very important. Kindly add the print feature.
Zalvis Accounts Team 10 days ago
CRM
Ability to add additional emails for notifications
Many business clients have multiple departments handling different business functions (i.e. Owner of the business, the accounting dept, the IT dept). Many of these people need to receive notifications but currently there is only the ability to have notifications to one email account. Expecting that the owner of the company needs to forward emails to other departments to perform their duties is not realistic, especially with Corporate clients. My feature request is have a NOTIFICATIONS section under Client > Settings (or wherever) that would allow the client to specify multiple email addresses and what notifications those email accounts will receive OR not to receive. This is not just useful, it is absolutely needed. Please excuse my funny little mockup below, I am not a graphic designer :)
Twilight I.T. Staff 11 days ago
CRM
Ability to add additional emails for notifications
Many business clients have multiple departments handling different business functions (i.e. Owner of the business, the accounting dept, the IT dept). Many of these people need to receive notifications but currently there is only the ability to have notifications to one email account. Expecting that the owner of the company needs to forward emails to other departments to perform their duties is not realistic, especially with Corporate clients. My feature request is have a NOTIFICATIONS section under Client > Settings (or wherever) that would allow the client to specify multiple email addresses and what notifications those email accounts will receive OR not to receive. This is not just useful, it is absolutely needed. Please excuse my funny little mockup below, I am not a graphic designer :)
Twilight I.T. Staff 11 days ago
CRM
Whois Checker
Hi, I would like to request for Domain and IP address Whois Checker, as Upmind currently have Domain Registration Widget, so adding a Whois Checker will also helpful and attract more customers from Google.
Zalvis Accounts Team 18 days ago
Shop & Checkout
Whois Checker
Hi, I would like to request for Domain and IP address Whois Checker, as Upmind currently have Domain Registration Widget, so adding a Whois Checker will also helpful and attract more customers from Google.
Zalvis Accounts Team 18 days ago
Shop & Checkout
Cashfree.com Payment Gateway
Hi, I would like to feature request for Cashfree.com payment gateway. As it is one of the largest payment gateway in India, so you should definitely add it into your app. Thanks in advance.
Zalvis Accounts Team 18 days ago
Payment Gateways
Cashfree.com Payment Gateway
Hi, I would like to feature request for Cashfree.com payment gateway. As it is one of the largest payment gateway in India, so you should definitely add it into your app. Thanks in advance.
Zalvis Accounts Team 18 days ago
Payment Gateways
Completed
Show failed provisioning issues on dashboard
Recently I found a domain that failed to renew due to a provisioning error, but I had no idea this even happened. Letting a domain or other service expire due to a provisioning error can be a huge liability for a hosting company. It would be great to have a box on the dashboard that you can click on to list any failures during provisioning (or renewals)….pretty much any automation that fails should have a way to view them so staff members can resolve. Otherwise we are flying blind.
Twilight I.T. Staff 21 days ago
Provisioning
Completed
Show failed provisioning issues on dashboard
Recently I found a domain that failed to renew due to a provisioning error, but I had no idea this even happened. Letting a domain or other service expire due to a provisioning error can be a huge liability for a hosting company. It would be great to have a box on the dashboard that you can click on to list any failures during provisioning (or renewals)….pretty much any automation that fails should have a way to view them so staff members can resolve. Otherwise we are flying blind.
Twilight I.T. Staff 21 days ago
Provisioning
Add ability to create ad hoc invoices (not attached to product)
As with most hosting/IT companies, we constantly generate one off invoices for services like Web Development, I.T. work, etc… Having to attach it to a product does no good, as there is no way to include a description of services provided on the invoice, and also inundates the users account with tens’s or even hundred’s of products. This is just not feasible. Please add the ability to simply add a invoice or billable item to the users account.
Twilight I.T. Staff 22 days ago
Billing and Invoicing
Add ability to create ad hoc invoices (not attached to product)
As with most hosting/IT companies, we constantly generate one off invoices for services like Web Development, I.T. work, etc… Having to attach it to a product does no good, as there is no way to include a description of services provided on the invoice, and also inundates the users account with tens’s or even hundred’s of products. This is just not feasible. Please add the ability to simply add a invoice or billable item to the users account.
Twilight I.T. Staff 22 days ago
Billing and Invoicing
Completed
Curious Question on Upmind
Just a curious question of how things work. Does the amount of "hover-overs" in upmind impact performance? or not enough to worry Is there a processing of this visual element done? or the hover-over is downloaded when the page loads, meaning nothing matters after it loads its pretty, but it has got me thinking.
Samuel S 26 days ago
CRM
Completed
Curious Question on Upmind
Just a curious question of how things work. Does the amount of "hover-overs" in upmind impact performance? or not enough to worry Is there a processing of this visual element done? or the hover-over is downloaded when the page loads, meaning nothing matters after it loads its pretty, but it has got me thinking.
Samuel S 26 days ago
CRM
Ability to use a third party SMS provider to notify for high priority tickets
It would be very nice to have the ability to connect to a third party SMS service so that when a high priority ticket comes in, a text message is sent to the agent on duty. Maybe setup a way to check a box to enable which agent(s) are on call at the time, so you can switch which agent(s) will receive the text messages easily. (Sort of like PagerDuty)
Twilight I.T. Staff 26 days ago
Webhooks, Triggers & Notifications
Ability to use a third party SMS provider to notify for high priority tickets
It would be very nice to have the ability to connect to a third party SMS service so that when a high priority ticket comes in, a text message is sent to the agent on duty. Maybe setup a way to check a box to enable which agent(s) are on call at the time, so you can switch which agent(s) will receive the text messages easily. (Sort of like PagerDuty)
Twilight I.T. Staff 26 days ago
Webhooks, Triggers & Notifications
Ability to add a delegate for an entire account
There are many accounts that have multiple people that need to manage the account. (Admins, accountants, owners, etc.) however, having to add a delegate for each individual product, and then each support ticket is not very admin friendly. Please create the ability to add a “Master” delegate to an account that will automatically give access to everything in the account (products, opening tickets, billing visability, etc.). This way you only send one invite to a “master delegate” and they have access to everything in that account. This would dramatically streamline the administrative process, and make the clients happy as only 1 invite needs to be sent.
Twilight I.T. Staff 26 days ago
CRM
Ability to add a delegate for an entire account
There are many accounts that have multiple people that need to manage the account. (Admins, accountants, owners, etc.) however, having to add a delegate for each individual product, and then each support ticket is not very admin friendly. Please create the ability to add a “Master” delegate to an account that will automatically give access to everything in the account (products, opening tickets, billing visability, etc.). This way you only send one invite to a “master delegate” and they have access to everything in that account. This would dramatically streamline the administrative process, and make the clients happy as only 1 invite needs to be sent.
Twilight I.T. Staff 26 days ago
CRM
Canned responses / Macros / Quick replies
By incorporating predefined responses, we can streamline our communication process, ensuring that common queries and issues are addressed promptly and uniformly. This would not only save valuable time for our support staff but also enhance the clarity and professionalism of our responses. Here’s how this feature could be beneficial: Consistency: Ensures that all responses adhere to our company’s standards and messaging guidelines. Efficiency: Reduces the time spent crafting responses for frequently asked questions or common issues. Quality Control: Minimizes the risk of errors or inconsistencies in our communication. Tks
Julian Moná About 1 month ago
Support System
Canned responses / Macros / Quick replies
By incorporating predefined responses, we can streamline our communication process, ensuring that common queries and issues are addressed promptly and uniformly. This would not only save valuable time for our support staff but also enhance the clarity and professionalism of our responses. Here’s how this feature could be beneficial: Consistency: Ensures that all responses adhere to our company’s standards and messaging guidelines. Efficiency: Reduces the time spent crafting responses for frequently asked questions or common issues. Quality Control: Minimizes the risk of errors or inconsistencies in our communication. Tks
Julian Moná About 1 month ago
Support System
Automated ticket assignment feature
This feature would streamline our workflow by automatically distributing incoming tickets to the appropriate team members in sequential or random order. By reducing the manual effort involved in case assignment, we can ensure a more balanced distribution of tasks and enable our team to focus on resolving issues more swiftly.
Julian Moná About 1 month ago
Support System
Automated ticket assignment feature
This feature would streamline our workflow by automatically distributing incoming tickets to the appropriate team members in sequential or random order. By reducing the manual effort involved in case assignment, we can ensure a more balanced distribution of tasks and enable our team to focus on resolving issues more swiftly.
Julian Moná About 1 month ago
Support System
Low-Data Mode for Upmind
As a customer service person I want a version of Upmind that can be toggled on when needed so that all unnecessary visuals and drawn-buttons are removed In my mind it will: reduce download/ usage of mobile hotspot improve performance of Upmind on my Dell Latitude 5340 lower strain on lower performance devices The visuals i’m imagining is like the Webcentral Console - see screenshot If this goes against how it was built and the internet does not work this way, please let me know and close ticket
Samuel S About 1 month ago
CRM
Low-Data Mode for Upmind
As a customer service person I want a version of Upmind that can be toggled on when needed so that all unnecessary visuals and drawn-buttons are removed In my mind it will: reduce download/ usage of mobile hotspot improve performance of Upmind on my Dell Latitude 5340 lower strain on lower performance devices The visuals i’m imagining is like the Webcentral Console - see screenshot If this goes against how it was built and the internet does not work this way, please let me know and close ticket
Samuel S About 1 month ago
CRM