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Viswanath VB

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Posts posted by Viswanath VB

    Basic Accounting

    in Billing Feature Requests

    Posted

    It will be extremely helpful to companies if have option to manage basic accounting in upmind, and Please consider adding support for recurring expenses, vendors, and expense categories to the Transactions feature. Only these very basic additions would go very far toward allowing the minimal accounting features needed for many companies, and would likely be helpful for add-on integrations with accounting software as well. It would also be helpful to have various normal reports for expenses, such as total expenses and expenses by category, and if possible, projected net income that could anticipate income in future months based on recurring expenses. Also adding the ability to attach a receipt image to expenses would be amazing. So we can easily manage company financial reports from a single dashboard.

    • Like 1

    Clients Can Create Custom Coupon From Client Area

    in Affiliate System

    Posted · Edited by Viswanath VB

    It will be great if have option to create custom coupon for clients from client area.

    Admin - Admin can set how much max discount percentage coupon client can create and how much coupon max a Clint can create.

    Client - Client can create there own coupon from client area. Auto generated coupon code or custom text coupon and clients can set how much discount percentage. If Admin set Max percentage discount is 20% then client can create coupon for max 20% or under 20% from client area. 

    This feature will be helpful because some affiliate clients will ask to create a custom coupon for them. So if client area have a option to create custom coupon then it will save lot of manualy works.

    • Like 1

    Support Pin

    in Service Desk Feature Requests

    Posted

    It will be great if have Support Pin feature in Upmind. a little digit pin that a client has to give to a support operator to confirm they're the real account holder. When asking support through live chat. The pin should refresh every hour or day. The admin can search the pin in the Admin panel to locate the customers account. Customers can generate support PINs from client area.

    pobrane-1024x582.png

    • Like 2

    Follow Up Reminders

    in Service Desk Feature Requests

    Posted

    I have seen this great feature on DelightChat. A option to Create follow up reminders for support ticket. Many customers request follow ups needed depending on the product or service that offer. It’s hard to keep track of these requests using a calendar or to-do list apps. The easier way is to have the reminders set up within the helpdesk software. When the time is triggered, the support agents will automatically receive a notification on their notifications panel or reserve a email notifnotification.

    Screenshot_20220906_000237.jpg

    • Like 1

    Admin URL change

    in Client Accounts and Security

    Posted

    its just for extra security, most of software admin login url is /admin. so its easy for hackers. example - if admin email account is hacked and hacker visit /admin rest admin password using forget password. and login (if using 2fa not possible ) most of software provide a option to change the admin URL.

    Auto Responder Based On Working Hours

    in Service Desk Feature Requests

    Posted

    It will be great if have option to to add Auto Responder Based On Working Hours For support ticket confirmation email.

    Example -

    Support Ticket opened on working hours - This is just a quick note to let you know we've received your message, and will respond as soon as we can.

    Support ticket opened on non working hours - Thank you for getting in touch. We’re working on your request. We will get back to you on working hours 10 Am to 5 Pm.

     

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