Seb

Order Templates let you create predefined orders that can be added to a new client account Useful for services like free trials and standalone registration / order forms. https://docs.upmind.com/docs/how-to-use-order-templates

I think this is something we can add with the client area templates functionality coming very soon. Would you want this to show on all invoices, or just those where bank transfer is the default payment method?

On custom sign up fields -- that exists. It's client custom fields. https://docs.upmind.com/docs/how-to-add-client-custom-fields

So on adding the billing data - we've got this feature coming soon Actually we had this feature before, but some beta testers wanted the opposite (to remove as many barriers to ordering as possible!). We'll make settings so you can enable/disable this. So next week we should have the ability to require address. After that we've got conditions coming to require a phone number and also company details.

Yes you can - just no UI to set it at present. I'll create a ticket for you to sort it.

Sure - please keep letting us know where things aren't clear and we can improve

So this is something that is planned so you can set the from email However, you can actually use your own SMTP out. The incoming is standalone and will still work. Just set up piping from your own email to the destination mailbox it shows you under the support tickets settings page.

Have updated the thread as we have switched to Localazy.com which has automated a lot of translations and meant we just need to work on fixing!

We can now remove the powered by upmind branding. We charge a nominal fee for the branding removal to offset the marketing loss

Good idea. I will put together a guide for you

You would need to create a new account if you wanted to change the default currency

Hi Kenny We try and make this clear when signing up and it's right at the top of our 'first steps' guide https://docs.upmind.com/docs/configuration-notes The reason it is fixed is because all of our reporting is consistent and tied back to the initial currency. So all the statistics, and accounting, remains in that default currency. All other currency payments are converted at the point of generation/payment to the default currency There isn't really a way to change this after the first invoices + transactions are in.

Update: We have changed translation systems and the below is now revised! We want to put Upmind in as many languages as possible. At present our default language is English but we also have partial translations in French, Spanish, Italian, Japanese, Greek, German, Indonesian, Norwegian and Bulgarian. We have a *lot* of phrases and words to translate (~20,000). These have been done partially by translators and partially by automation. Often this misses the context. If you are already using a foreign language in the app you may also see incorrect or clunky translations, or even placeholders. We really need Upmind users to help with the translations. We are looking for volunteers to help translate the app into different languages. We use lokalazy.com with the translations, so it's really easy to do. See the screenshot. If you would like to help please let us know in this thread with the language you can help with. We will invite you to a private forum where we can discuss the translations and then invite you to localazy.com if you want to go ahead. Q. What is involved? In localazy.com, adding translations for keys and phrases. You can see the English version (or another language) to compare with. localazy.com will suggest translations from google translate which can often just be accepted. You can also review existing translations and change them. Q. Is there sanity checking? Yes. This is automated! Q. I see bad translations Help us to fix them! Q. What do I get for helping? Our massive appreciation, and a better app for you and others! We can't pay for this at present but we may in future be able to reward with Upmind credits. We can also list you on our contributors page if you like. Q. Do I need to commit a certain amount? No. Q. Is it ongoing? Yes and no. Upmind is getting bigger and bigger so there are always more phrases to add. Q. OK, how do I help? Message in this thread or DM me. We'll get you started.

Thanks for the feedback Certainly. We will add MercadoPago to the development list. Thanks Seb

We're seeing quite a few successful imports (and have handled a couple tests ourselves today) so I think we need to troubleshoot this more. I'll open a ticket with you so we can debug further

So we think there's a better and more efficient thing to do here, as listing all the sub-products could get messy and confusing What we will do is show the subcategories in the view below that can then be dived down into.

This has been sorted and should be deployed within the next few hours If there is a mandatory product option, it is now selected by default and cannot be unselected.

Here you go. I am almost certain you used the Plan name rather than the Plan ID as that was what we were prompting for https://docs.upmind.com/docs/how-to-sell-20i-stackcp-hosting-with-upmind

Hi Kenny, give me a couple of hours and i'll put a tutorial together for you.

Once there are no products in the category/sub-category, you can click here:

Yes very good idea. Basically all the functionality is there -- we just need to adjust the frontend to autoselect (and not allow deselect) of a mandatory product option where there is no choice. Then this can be labelled setup fee.

Sure - added to the list 🙂

We've started a YouTube channel and have been adding some how-to videos. We will continue adding more. We want to make our documentation and guides extremely thorough - so will be adding more videos covering as many of the questions we get asked as possible

Great to meet you Nathan. Welcome.

0.48.1 - NEW: Implement `show_catalog` (store) BOS setting in client area (Hide products or services from the browse catalogue view but let them be directly accessed) - NEW: Add capability to change ticket status from list views (Click the status flag to change status quickly) - NEW: Show contract product cancellation reason for accepted requests - NEW: Add manual resolve control for unresolved provision requests - NEW: Show 'Product store link' in staff catalogue view - NEW: Default to showing errors using `$snackbar` instead of `$toast` - FIX: Minor email modal bugs - FIX: Multiple unnecessary `user/addMeta` calls - FIX: Incorrect cancellation option for certain provision requests