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.
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Upmind Feature Requests
Bulk Delete Users
Please add a bulk user deletion feature that allows administrators to remove multiple users at once based on selected criteria. Examples: Users with no active products Users with no invoices Users with no services Users inactive for a specified period Managing large numbers of non-customer or inactive users manually is time-consuming and inefficient.
Activity history log
Hi team, this is one of the feedback submitted by the customer ticket link: https://admin.hosting.com/admin/support/inbox/1e509897-3d24-7259-7e70-c345e610832d Maybe consider this for future reference
Show provisioning errors without the need to hover over icon
Apologies if this was already requested. The GetInfo errors are crazy out of hand in the Provisioning Errors section. Since I have to hover over each “i” info icon one at a time, it is very painful to have to go through tons of entries one at a time just to find “legit” provisioning errors. Can we either DISPLAY the error without the need to hover over each info icon OR at a minimum add the ability to filter out the GetInfo errors, since these are not urgent. Thank you for your consideration. This should be a relatively simple UI fix.
Next (Scoping)
Do not show delegated Products & Tickets for a user in Admin area
There is no need to show all products a user has delegated access to in the Admin area of Upmind. It is fine if you impersonate the user, but to have all those products listed in the admin is nightmarish. I understand there is a tag that shows it is delegated, but when you are trying to find one product the user has, and have to scroll through three pages of more of delegated products, it is out of hand. Admins do not need to see this information as it is not relevant to them.
Ability to add menu items to customer facing portal
We’d like the ability to add menu items to the customer facing portal We use Zendesk for support in our biz so don’t use the inbuilt upmind ticket system. We’ve had a number of customers ask where the helpdesk is when poking around the backend There’s also some marketing related menus we’d like to add such as free tools and free reports which we can’t add right
Completed
Change Send Test email to allow you to just put in an email address
The send test email just pulls up the segment that was created to choose from. This should simply be a field that you can enter to send the test to, as you would never send a test message to a client, you would send it to yourself to verify the template looks good.
Completed
Filter to List Products in Manual Status
Managing products efficiently is critical. We need a feature in Upmind to filter and display all products currently set to “Manual” status. This will save time, avoid manual searches, and help teams manage large product inventories more accurately.
Next (Scoping)
Reporting Dashboard
A dashboard displaying key insights and data trends from your Upmind instance. Full features TBC
Later (Planned)
Add Phone Number To Leads
If would be great if we could add a phone number section to leads. I am currently trying sync our clients and leads to our Dialpad (VOIP) service through Zapier so that whenever a client calls we can identify them quickly based on the number linked to there profile or lead profile. Right now we can add the phone number to notes, but I do believe it would be better if there was an actual field specifically for Mobile Number.