Add Client Status
We should have a concept of a client status as New Inactive Active Allows better filtering / segments for bulk email targeting etc. New – The client has not placed any orders yet. Active – The client has one or more recurring CPs that are awaiting, active, or suspended. Inactive – The client only has cancelled or closed recurring CPs.
Vira About 17 hours ago
CRM
Add Client Status
We should have a concept of a client status as New Inactive Active Allows better filtering / segments for bulk email targeting etc. New – The client has not placed any orders yet. Active – The client has one or more recurring CPs that are awaiting, active, or suspended. Inactive – The client only has cancelled or closed recurring CPs.
Vira About 17 hours ago
CRM
Option to Manually Reorder Support Departments
Manually reorder them for better organization in both the admin and client areas
Vira 5 days ago
Billing and Invoicing
Option to Manually Reorder Support Departments
Manually reorder them for better organization in both the admin and client areas
Vira 5 days ago
Billing and Invoicing
Save Payment Details for Shared Invoice Payments
Customer can save payment details when paying shared invoices. With additional toggle button setting on admin area to enable/disable saving payment details and auto payments.
Vira 20 days ago
Billing and Invoicing
Save Payment Details for Shared Invoice Payments
Customer can save payment details when paying shared invoices. With additional toggle button setting on admin area to enable/disable saving payment details and auto payments.
Vira 20 days ago
Billing and Invoicing
Add Downloadable Button for Digital Products in Client Area
I’d like my customer to be able to download an image directly after payment from the client area
Vira 21 days ago
CRM
Add Downloadable Button for Digital Products in Client Area
I’d like my customer to be able to download an image directly after payment from the client area
Vira 21 days ago
CRM
In Progress
Default Product Option/Attribute Selection
You can now set product options/attributes to be pre-selected when adding a product to the basket
Vira 22 days ago
CRM
In Progress
Default Product Option/Attribute Selection
You can now set product options/attributes to be pre-selected when adding a product to the basket
Vira 22 days ago
CRM
In Progress
Manage Overdue Notifications for Pending Payments
We’re adding an option to prevent overdue notifications from being sent when a payment is still pending (e.g., with GoCardless)
Vira 26 days ago
Billing and Invoicing
In Progress
Manage Overdue Notifications for Pending Payments
We’re adding an option to prevent overdue notifications from being sent when a payment is still pending (e.g., with GoCardless)
Vira 26 days ago
Billing and Invoicing
Product Multiple Selection for Staff Users
Hi team, Would love the ability for Staff Users to be able to select multiple of the same product type in the back end to perform some basic functions instead of having to go into each individually. These could be functions such as: Sync Due Date (Domains) Update Nameservers (Domains) Get Info (Domains & Products) Generate Renewal (Domains) Happy to provide further information if needed. Thank you, Pete :)
Pete Dawkins About 1 month ago
CRM
Product Multiple Selection for Staff Users
Hi team, Would love the ability for Staff Users to be able to select multiple of the same product type in the back end to perform some basic functions instead of having to go into each individually. These could be functions such as: Sync Due Date (Domains) Update Nameservers (Domains) Get Info (Domains & Products) Generate Renewal (Domains) Happy to provide further information if needed. Thank you, Pete :)
Pete Dawkins About 1 month ago
CRM
Customizable Invoice Number Reset
Ability to reset the invoice number and support for customizing the invoice numbering format, including the prefix and starting number reset
Isma Affiya About 1 month ago
Billing and Invoicing
Customizable Invoice Number Reset
Ability to reset the invoice number and support for customizing the invoice numbering format, including the prefix and starting number reset
Isma Affiya About 1 month ago
Billing and Invoicing
Completed
Open Support Ticket for End of Billing Term Cancellation Requests
Extend the current functionality to open a support ticket when a client requests cancellation at the end of their billing term
Isma Affiya About 2 months ago
Billing and Invoicing
Completed
Open Support Ticket for End of Billing Term Cancellation Requests
Extend the current functionality to open a support ticket when a client requests cancellation at the end of their billing term
Isma Affiya About 2 months ago
Billing and Invoicing
Completed
Customizable Product Names on Invoices and Contracts Product
Admins can edit the product name both in basket before convert, and on the CP after convert. This name is what should appear in the UI for lists, the overview page, and also on invoice items + invoice PDF.
Vira About 2 months ago
Billing and Invoicing
Completed
Customizable Product Names on Invoices and Contracts Product
Admins can edit the product name both in basket before convert, and on the CP after convert. This name is what should appear in the UI for lists, the overview page, and also on invoice items + invoice PDF.
Vira About 2 months ago
Billing and Invoicing
In Progress
Default Support Staff Role Settings
Adding predefined role groups for support staff to streamline permissions and functionality setup.
Vira About 2 months ago
Support System
In Progress
Default Support Staff Role Settings
Adding predefined role groups for support staff to streamline permissions and functionality setup.
Vira About 2 months ago
Support System
Domain Lists
Hey team, Would be great for accounts with a large amount of domains to have the ability to view a really easy to view domain list which shows a very basic set of information such as Domain Name with TLD, Renewal Date and Status for quick view. Customers who have a large amount of domains with multiple renewals find it hard to stay on top of all the domains that they have :) Thanks for considering
Pete Dawkins About 2 months ago
Billing and Invoicing
Domain Lists
Hey team, Would be great for accounts with a large amount of domains to have the ability to view a really easy to view domain list which shows a very basic set of information such as Domain Name with TLD, Renewal Date and Status for quick view. Customers who have a large amount of domains with multiple renewals find it hard to stay on top of all the domains that they have :) Thanks for considering
Pete Dawkins About 2 months ago
Billing and Invoicing
In Progress
MercadoPago - Specific Functionalities
Add PIX, a bank transfer using QR codes, installment payments, and account balance options to MercadoPago. Integrating Checkout Pro would enhance the functionality https://www.mercadopago.com.br/developers/en/docs/checkout-pro/landing
Vira 2 months ago
Payment Gateways
In Progress
MercadoPago - Specific Functionalities
Add PIX, a bank transfer using QR codes, installment payments, and account balance options to MercadoPago. Integrating Checkout Pro would enhance the functionality https://www.mercadopago.com.br/developers/en/docs/checkout-pro/landing
Vira 2 months ago
Payment Gateways
Bulk Pricing Update of existing subscribed products
Currently (as an example) if you want to increase the .COM product registration product by $1, it will only affect any NEW orders for a .COM domain. However if you want to increase the price for everyone that is already subscribed to that product, you would have to go in to each product one at a time. To have to update hundreds, if not thousands of existing products on clients accounts one at a time is just not realistic. My suggestion is to create a simple utility that can do bulk price updates to all clients that are subscribed to a specific product. This way we can perform a price increase with a couple clicks of a mouse.
Twilight I.T. Staff 2 months ago
Billing and Invoicing
Bulk Pricing Update of existing subscribed products
Currently (as an example) if you want to increase the .COM product registration product by $1, it will only affect any NEW orders for a .COM domain. However if you want to increase the price for everyone that is already subscribed to that product, you would have to go in to each product one at a time. To have to update hundreds, if not thousands of existing products on clients accounts one at a time is just not realistic. My suggestion is to create a simple utility that can do bulk price updates to all clients that are subscribed to a specific product. This way we can perform a price increase with a couple clicks of a mouse.
Twilight I.T. Staff 2 months ago
Billing and Invoicing
Completed
Store card (debit and credit) on payment
If the payment provider shares the card type, it will be automatically detected and saved during the transaction.
Vira 2 months ago
Billing and Invoicing
Completed
Store card (debit and credit) on payment
If the payment provider shares the card type, it will be automatically detected and saved during the transaction.
Vira 2 months ago
Billing and Invoicing
Completed
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 2 months ago
CRM
Completed
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 2 months ago
CRM