Upmind Feature Requests

Please be generous with your feature requests and upvote any that would be useful for you. We receive lots of requests and prioritise largely based on user demand.

Please note that if you post your name will display to other Upmind users.

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 30 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 About 2 months ago

1

CRM