[cPanel sync accounts]

On 10/19/2022 at 10:32 AM, Seb said:

We'll build one.

I think the auto-termination may have been set to just 'suspend' rather than 'terminate' for sanity checking and not switched back. We'll do that now so it works in future.

Hi Seb

I noticed that cpanel integration is still suspending accounts instead of terminate them.

Was this change deployed or is it an option into the current integration?

[Change product prices but keep old client's pricing.]

Just now, Luis said:

It would be great to have a way to filter clients with old contract prices and bulk update them to the new prices (in case there's need to do that).

In the admin's UI, I mean.

Also, maybe notify them via email when their prices get updated. Or get a list of all modified contracts in order to notify them manually.

[Change product prices but keep old client's pricing.]

2 hours ago, Seb said:

1. What would happen in the case of a product free for the first 3 months then the price changes to $5 per month? 

We store on the contract product at the time of ordering so it would revert to the price originally stored not the new catalogue price.

2. What happens to existing customers where product prices need to be increased each year? 

You would have to change them on the individual existing contract products. We can create tooling and endpoints to do that in bulk.

3. Can clients cancel a free product? 

Yes

It would be great to have a way to filter clients with old contract prices and bulk update them to the new prices (in case there's need to do that).

In the admin's UI, I mean.

[Change product prices but keep old client's pricing.]

5 hours ago, Seb said:

By default the clients keep their old price - changing a product catalogue price doesn't change the price of existing services.

Thanks! This is great

[Remember filters, position, etc.]

It would be a time saver if Upmind's admin area can remember the state of each page.

For example: when I go to the Products & Services -> Subscriptions  page, I generally select the "active" filter, I order by due date and I change the order direction to show closer dates first.

Another case would be on the Orders section, I generally select "Not Paid" orders.

But every time I change pages, selections are reset. I believe it would be a useful feature for each page to maintain their state for the user, even between sessions.

[Change product prices but keep old client's pricing.]

I mean, automatically when changing the product's price. So I don't have to go each service one by one and change it back.

[Change product prices but keep old client's pricing.]

Hi

Is there a way I can change a product's price but choose old/current clients to keep their old price maybe as a custom pricing?

Thanks.

[Stuff we need]

7 hours ago, Seb said:

Enhance integration is now live 🙂

On their end they don't support SSO yet but as soon as they do we'll implement that also

Nice!

[Alert center for Admins]

2 hours ago, Seb said:

Ah we actually have this

 

- Logs -> Provision Requests Log -> Unresolved Requests

Yes, I use it from time to time.

Would you consider adding that to the dashboard though?

[Different fonts when using different browsers]

I realize it could be just a Firefox issue, it happens to me with other sites.

Please disregard this.

[Different fonts when using different browsers]

Hi.

I've been using chrome/brave lately, but I recently moved to Firefox.

I noticed that the UI items render different in firefox that any other chromium based browser.

Both show the same font-family in the inspector though.

font-family: BlinkMacSystemFont,-apple-system,Segoe UI,Roboto,Oxygen,Ubuntu,Cantarell,Fira Sans,Droid Sans,Helvetica Neue,Helvetica,Arial,sans-serif;

 

It's not a big deal. I just wanted to let you know.

 

[Alert center for Admins]

5 minutes ago, Luis said:

Hi.

It would be nice to have a central alert notification / issue manager feature for admins.

For example, I have this "insufficient funds" issue with Namesilo that I need to address and prevented a domain to be renewed. But I wouldn't see the issue if I wasn't looking specifically for that.

It'll be very useful to have these alerts shown in the admin UI to be able to address them quickly.

 

Thanks.

I mean specifically issues from upmind's point of view, for example:

[Alert center for Admins]

Hi.

It would be nice to have a central alert notification / issue manager feature for admins.

For example, I have this "insufficient funds" issue with Namesilo that I need to address and prevented a domain to be renewed. But I wouldn't see the issue if I wasn't looking specifically for that.

It'll be very useful to have these alerts shown in the admin UI to be able to address them quickly.

 

Thanks.

[Pay multiple invoices]

Hi.

Can a manual payment (from the admin area) or a credit note encompass multiple invoices from a specific client?

For example, a client paid for 2 invoices in one single bank transfer. How can I apply that payment to both invoices? Or in case I decide to generate a credit note for both invoices.

 

Regards.

[Prorata Biling]

5 hours ago, jeffuk said:

Couldn't work this out, the only option I am seeing is the 'Recurring invoice due dates'  which lets you change the number of days an invoice is due after renewal. I am not seeing a way to set billing to the 1st of every month.

I believe he ment you need to do it on an individual service basis for now. 
 

You can go to the specific already created service. And you can click on Term and then edit the next renewal date. 

[cPanel provisioning not workin]

1 hour ago, Seb said:

We'll add a note to the docs

Is there a possibility that you could retrieve the packages names from WHM?

[cPanel provisioning not workin]

3 hours ago, jeffuk said:

Added the required server details, username, hostname and API and created a test product.

When a order is placed no account is created and get the error: Failed to load package “cPanel Starter”: No such file or directory

I'm using cPanel no problem.

- I had to add upmind's IP addreses to WHM because I had it locked by IP.

- In the test product, did you add the package name in the provisioning -> package identifier section?

[Ability to control the recurring settings by customer group.]

Hi.

 

You can currently control invoice recurring settings on the admin/settings/invoices page. You can also override that setting by product.

On the other hand, you can control subscription options (notifications and so on) on the admin/settings/subscriptions page.

 

As you already have the option to categorize clients with tags. It would be nice to have a way to override those default settings by customer group/tag.

For example, I have some corporate clients I would like to generate renewal invoices for, at least 30 days before renewal so they can work their internal payment procedures on time (as they pay with bank transfer or other manual methods). But leave regular organic clients with the default of settings (14 or 7 days before renewal).

 

I don't know if something like this is possible, but I would like to make this into a feature request.

 

Regards.

[How do i integrate multiple host servers and add my old clients]

2 minutes ago, Host1 said:

the accounts are just on whm, but i just discovered that

1. add servers to upmind

2. add products and provision

3. create clients and switch servers on clinet section to add the packages they have already purchased

I'd go like this.

1. Add new servers

2. Add your hosting packages with provisioning information like package name, pricing, etc.

3. Create clients manually, approve them and so on.

4. Use the Quick Add and then the Add quick order, on the top. 

• 4.1 Select the client
• 4.2 Select the hosting package, add the required information (domain, username, etc.)
• 4.3 Switch to "Add existing service" so client won't be invoiced.
• 4.4 Select the new Due Date (very important step)
• 4.5 Place order

5. Go to the recent added product, to the Manage tab.

• Click 'Get Info', put the username, and it should get the client's info from WHM.
• Optionally you can change the provisioning server in the "Provisioning configuration" below

6. Go back to the Overview tab and see if your product got Activated. If not, activate it manually.

 

This is what I did for my services and domains. It's a little convoluted process but it works very well.

They said they will be implementing new ways to import clients and services in the future.

Regards.

[How do i integrate multiple host servers and add my old clients]

28 minutes ago, Host1 said:

 

Thank you Luis, i have done that but when i am adding web hosting packages it can only select clients from one server per time, how do i solve that area

You mean, from the WHCMS import utility?

I haven't used that. Maybe some none on the team can help you out.

[How do i integrate multiple host servers and add my old clients]

2 hours ago, Host1 said:

How do i integrate multiple host servers and add my old clients?

You can add multiple hosting servers here 

admin/host/web-hosting/servers

as for migrating clients, in you’re coming from whmcs there’s a migration path 

admin/settings/imports/

But if you’re coming from a different platform you’ll need to create clients and add hosting services manually. 
 

I believe there are more migration paths on the way. 

[Is PayPal subscriptions supported?]

Hi.

Is the PayPal integration capable of creating a subscription/billing agreement to take recurrent payment?

I have configured the Express gateway with the api key/secret, since I don't have Paypal Pro (which are the other options).

Thanks.

[What's the difference between these 2 configurations?]

29 minutes ago, Seb said:

Hi Luis

The first is about invoice notifications (emails) in relation to invoices being due. So for example when should emails be sent in advance of an invoice being due (you can add multiple days). 

The second is about client products being due. There may not be invoices -- especially if manual renewal is set. So for instance some people have manual renewal enabled and then send manual renewal notices on 14/7/3 days before product expiry telling them to log in and renew manually.

I see 

So if an invoice is auto generated, the second set of settings shouldn’t apply, right?

[Trouble with an email template tag]

Upon further testing, this is solved for me. It has to do with an issue related to a case I already reported with a ticket.

And also that when testing a template with an old invoice, the data used to send the test email is the original invoice data.

I created a brand new order, and I verified that the correct information is being sent.

[Trouble with an email template tag]

Hi

I'm having a problem with an email template "New Invoice PDF Customer Email".

The amount shown by the tag {{product.configuration_net_amount_formatted}} is not being formatted correctly, basically the thousand separator is rendered as a comma when other amounts are shown correctly with the thousand separator being a "." (which is correct in Spanish).

I'm attaching a screenshot.