[Manual data import]

17 minutes ago, Seb said:

We are really close to this - import from CSV. It's been a huge task but it is in the final stages before release

this would be a fantastic step, if nothing else to weed out any rows of clients / services / products that you do not want to auto import.  No need to taint the upmind DB with garbage from another software! 

[Client account status]

thanks Seb - it would be nice to have the search automatically only return clients that are active and not return results that are anything else (ie closed or inactive). Our normal client journey would be Account active > packages cancelled or ceased > clients then become inactive for X days > we then close the client account (or on client request at stage 2) > remove / delete the client after 6 years under data retention. I might just be old fashioned in wanting a closed status for a client though!

[Client account status]

Hi

ive opened a ticket for this, but will ask here. I did a test import from whmcs with varying results. However all clients came across, regardless of status - which is fine but then leads me to this question. How do I change a client account to inactive, or close their account?? I don’t want to search for John smith and see everyone for the last ten years for example. 

[Server Management Module]

anyone using the linode plugin for their clients? Does it work well? 

[How to create custom invoices]

I have literally just created a ticket about this, before finding this thread. We have several client who we create custom invoices for on a monthly basis, these are normally one off or are line items up to and indlucing the end of the month; 

 - IT support and consultancy (price varies on calls) invoiced monthly depending on calls
 - office 365 service and licensing, invoice monthly but line items/pricing varies
 - one off consultancy items

I can create products and run quick orders against them (while hiding from shop), and I can override the price which is great. However, I cannot modify the service /  invoice line item OR even add a custom not against the invoice (which would bea workaround). ie - for support and maintenance for September 2023 agains the product configuration Support and Maintenance etc

Anyone found a workaround or better way? 
 

[Domain Registration]

ability to use DNS and nameservers from the domain registrar would be great. We have clients that have either never had, or have cancelled hosting services - but keep their domain names with us. Scenario include buying domain from us but configuring their DNS for office 365 / gmail, SPF etc and we wouldnt want to have a cpanel account just for dns. Resellerclub would be our number preference.  

[creating a cpanel account without custom nameservers]

I might do - now I know its not a "me" thing 🙂

[creating a cpanel account without custom nameservers]

No, it doesn’t, just shows them being blank. 

[creating a cpanel account without custom nameservers]

can anyone confirm if this is something not setup on my end or known issue? 

[How do I move or add existing clients not through WHMCS?]

Thanks Luis. I wonder how anyone else is handling accountancy in, is it running a report and then manually consolidating / entering into 3rd party? 

[How do I move or add existing clients not through WHMCS?]

Yes I checked that too and same. Although the admin invoices will have many! Have you figured out how to download the invoices or export data? I want to import them to a local accountancy package rather than online at the moment 

[creating a cpanel account without custom nameservers]

If I create a cpanel account in upmind, and the WHM is using the server nameservers, instead of ns1.mycustomname.com , then the nameservers are blank in the clients upmind account. If the server has custom nameservers, these appear to pull through. 

 

[How do I move or add existing clients not through WHMCS?]

thanks for that. I did try it and it worked fine. However it did marke £59 invoice (down to £0 ) as paid which seems odd. I wouldnt have expected any invoice until the next due date (manually set to one month from now)

[How do I move or add existing clients not through WHMCS?]

did you manage to solve this? Im looking into adding existing cpanel accounts in order to get some clients to test and give feedback before I put any more effort into moving away from current system 

[custom fields for non hosting products]

thank you. How do I also include the domain option on the signup for them? The hosted ones will still need a domain name (new or use existing). I guess this will also affect signups using a control panel not currently support by upmind (directadmin for example). 

[custom fields for non hosting products]

Hi

I want to be able to save url / username / password for clients, that are not using a typical hosting product. This might be hosted telephone, o365 details, sharepoint, or something more product orientated (anti virus software download url and account details etc). How do I do this?