Add phone number to client profile in admin
Show customer phone number in admin area under client profile prominently. (The default phone number)
Seb de Lemos 3 days ago
CRM
Add phone number to client profile in admin
Show customer phone number in admin area under client profile prominently. (The default phone number)
Seb de Lemos 3 days ago
CRM
Bulk Update Invoice generation/termination dates per CP/product type
Set invoice generation timeframes per product, and bulk update affected contract products.
Seb de Lemos 3 days ago
Billing and Invoicing
Bulk Update Invoice generation/termination dates per CP/product type
Set invoice generation timeframes per product, and bulk update affected contract products.
Seb de Lemos 3 days ago
Billing and Invoicing
In Progress
Cancellation Requests: Additions
Admins will have control over whether clients can request immediate cancellations and enhance the cancellation process for clients.
elvira 15 days ago
Billing and Invoicing
In Progress
Cancellation Requests: Additions
Admins will have control over whether clients can request immediate cancellations and enhance the cancellation process for clients.
elvira 15 days ago
Billing and Invoicing
Shope Currency and Language Based on Browser Location
Enable the shop to automatically display the correct currency and language based on the customer's browser location
Isma Affiya 21 days ago
CRM
Shope Currency and Language Based on Browser Location
Enable the shop to automatically display the correct currency and language based on the customer's browser location
Isma Affiya 21 days ago
CRM
Dark Mode Display
Enable dark mode as a display option for users, offering a visually comfortable alternative to standard light mode.
Isma Affiya 21 days ago
CRM
Dark Mode Display
Enable dark mode as a display option for users, offering a visually comfortable alternative to standard light mode.
Isma Affiya 21 days ago
CRM
Product Client Configuration
Allow admins to create product configurations with customizable options (e.g., size, color). Each configuration includes a public name, name, options, quantities, and default selections
Isma Affiya 22 days ago
CRM
Product Client Configuration
Allow admins to create product configurations with customizable options (e.g., size, color). Each configuration includes a public name, name, options, quantities, and default selections
Isma Affiya 22 days ago
CRM
sPanel Integration
Hello , I mainly use spanel rather that cpanel why don’t you guys adding spanel ?its high time . please add spanel to your system. so that i can run my billing thing in upmind rather than whmcs. Thanks
Abdullah Al Mamun About 1 month ago
Provisioning
sPanel Integration
Hello , I mainly use spanel rather that cpanel why don’t you guys adding spanel ?its high time . please add spanel to your system. so that i can run my billing thing in upmind rather than whmcs. Thanks
Abdullah Al Mamun About 1 month ago
Provisioning
Auto-Update Invoice PDF with Partial Payments
Automatically include the amounts due and paid on the invoice PDF when a client makes a partial payment. This feature ensures clear visibility of outstanding balances and paid amounts on invoices.
Isma Affiya About 1 month ago
Billing and Invoicing
Auto-Update Invoice PDF with Partial Payments
Automatically include the amounts due and paid on the invoice PDF when a client makes a partial payment. This feature ensures clear visibility of outstanding balances and paid amounts on invoices.
Isma Affiya About 1 month ago
Billing and Invoicing
Customizable Payment Gateway Names for Admin and Clients
It will allow you to set different names for payment gateways. In the admin area, you can use internal names like 'Stripe Old Account' for easier management, while your clients will see a more user-friendly name like 'Credit or Debit Card' during checkout. This ensures clear communication on both ends.
elvira About 1 month ago
Payment Gateways
Customizable Payment Gateway Names for Admin and Clients
It will allow you to set different names for payment gateways. In the admin area, you can use internal names like 'Stripe Old Account' for easier management, while your clients will see a more user-friendly name like 'Credit or Debit Card' during checkout. This ensures clear communication on both ends.
elvira About 1 month ago
Payment Gateways
Enable/Disable Brand Automation
Implement a feature to allow Upmind admins to enable or disable automation for specific brands. When automation is disabled for a brand, recurring invoices, consolidations, crons (payment, missing dates, cancel/close/suspend), and notifications (overdue or upcoming renewals) will not be processed. Automation can be managed via endpoints to list, disable, or enable actions.
Isma Affiya About 1 month ago
Billing and Invoicing
Enable/Disable Brand Automation
Implement a feature to allow Upmind admins to enable or disable automation for specific brands. When automation is disabled for a brand, recurring invoices, consolidations, crons (payment, missing dates, cancel/close/suspend), and notifications (overdue or upcoming renewals) will not be processed. Automation can be managed via endpoints to list, disable, or enable actions.
Isma Affiya About 1 month ago
Billing and Invoicing
Configure Web Hosting Subscription to Start on a Future Date
Allows clients to set a future start date for their web hosting subscription when placing an order, rather than having the service activate immediately
Isma Affiya About 2 months ago
Provisioning
Configure Web Hosting Subscription to Start on a Future Date
Allows clients to set a future start date for their web hosting subscription when placing an order, rather than having the service activate immediately
Isma Affiya About 2 months ago
Provisioning
Report for Invoice - Active Clients Only
This feature request aims to generate a report that includes invoices exclusively for active clients.
Isma Affiya About 2 months ago
Billing and Invoicing
Report for Invoice - Active Clients Only
This feature request aims to generate a report that includes invoices exclusively for active clients.
Isma Affiya About 2 months ago
Billing and Invoicing
Set support department "from" emails
Support departments have inbound emails, but the from emails are then the default brand email. Can we define these on a per department level?
Seb de Lemos About 2 months ago
Support System
Set support department "from" emails
Support departments have inbound emails, but the from emails are then the default brand email. Can we define these on a per department level?
Seb de Lemos About 2 months ago
Support System
Completed
Custom iFrames within Client Area
Support custom iFrames within the Client Area so you can load your own content Use a secure token method to pass a secure payload including the clientid, so that external content can be securely loaded.
elvira About 2 months ago
CRM
Completed
Custom iFrames within Client Area
Support custom iFrames within the Client Area so you can load your own content Use a secure token method to pass a secure payload including the clientid, so that external content can be securely loaded.
elvira About 2 months ago
CRM
Completed
Allow clients to log in with username/email/domain
Username can be free form, but to make it easier for clients, let them login in with one of their emails, or a service identifier on a product
Seb de Lemos About 2 months ago
CRM
Completed
Allow clients to log in with username/email/domain
Username can be free form, but to make it easier for clients, let them login in with one of their emails, or a service identifier on a product
Seb de Lemos About 2 months ago
CRM