Feedback Monkey
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Everything posted by Feedback Monkey
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The checkout system where there is a notice about terms is acceptable opt-in. There needs to be a checkbox present saying, "I accept x companies' terms of services", then within that customers profile on upmind a date, time, IP, when that checkbox was selected. Stripe has out-right stated the way Upmind opts in customers without an "acknowledgment" isn't usable as proof of a customer's cooperation with terms. We need this asap, really, asap!
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Cancellation request section ASAP
Feedback Monkey replied to Feedback Monkey's topic in Feature Requests
https://imgur.com/a/Iuboh0U -
We need as a matter of urgency a tab or section within customer accounts that documents and lists any cancellation requests made. In said section it should log time, description, request reason, accepted / declined when etc. It would also need to be able to provide an API log, including their entire activity log. It would also need to include confirmation of acceptance of the TOS on checkout and when it was accepted. --- I am making everyone aware, that Stripe requires these above to counter-dispute any disputed payments. Without the above, you cannot dispute the payment with any chance of winning.
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SSO into WordPress directly, or SSO into Enhance control panel?
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Awesome!
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Not sure if mentioned before, but it's getting hard to keep track of cPanel accounts and customer accounts on Upmind. It would appear sometimes the account on Upmind is terminated but the termination isn't ran on cPanel. Would it be possible to create a sync function, like WHCMS has?
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This isn't here yet; however, you can really, really easily create this using leads API.
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api/invoices include invoice status
Feedback Monkey replied to Feedback Monkey's topic in Billing Feature Requests
The Bearer token is 10/10 easy to do. Why would we need API tokens? -
It would be nice if we could send a email x days or weeks after a trigger was triggered. I.e. on product activation + 15 days send a email "how are we doing" etc
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It would be useful to include an invoice status i.e. paid, owed, etc when listing a customer's invoices.
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When getting a user's tickets, it would be useful to include the tickets status in the list.
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- There is also the request to delete things like old products / contract products and just clear them from the system. That's something we'll be adding To be able to delete old provisions, old customers, old products, tickets from deleted customers etc
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Knowledgebase would be so useful!
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Generating bearer token
Feedback Monkey replied to Feedback Monkey's question in FAQs! How do I do ...
Also, is the Auth workflow Laravel Sanctum / Passport? -
Generating bearer token
Feedback Monkey replied to Feedback Monkey's question in FAQs! How do I do ...
Hey Thanks for the guidance, So the auth workflow: https://api.upmind.io/oauth/access_token - Get Bearer Token for User https://demoapi.upmind.io/api/self - Get Self/Current User Is there anything else I need to know; I am currently thinking of creating a new frontend in NuxtJS. -
Generating bearer token
Feedback Monkey replied to Feedback Monkey's question in FAQs! How do I do ...
/ and or how to get client id after login? -
What is the brand ID?
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is it just me or every time I or anyone I have asked opens the docu Error code: Out of Memory
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https://imgur.com/a/XKtubj7 Have the ability to create a workflow prior to customer opening ticket: Are you wanting to close or cancel your services? Go to this page and select cancellation Are you wanting to change your payment date? Go to this page and select etc Something else: Open ticket etc
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Syncing Stripe Products / Subscriptions Linking - to Upmind Products/Subscriptions would enable us to have greater control and insight into payments than Upmind can provide currently. It would be really good if we could have endpoints for Stripe Checkout so we can use Stripe checkout completely.
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prune inactive clients without a service, if they had a service archive their invoices
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https://imgur.com/a/SV9EFZd Add a button for "cancel"