Recent content by shanehicks

  1. shanehicks

    Feature Request: Upload Indicator and File Size Warning for Support Ticket Submissions

    Maybe a submit button with a spinner that prevents the button from re-submitting. Maybe an alert saying it’s submitting.
  2. shanehicks

    Limit Processing Attempts

    If a customer beyond past due, if we attempt to process daily, we’re sure to be on Stripe’s radar for failed payment attempts. Sending failed notices so much can also get us marked as spam. Upon suspension of service and after an additional 30/60/90/X days, transaction attempts stop and...
  3. shanehicks

    Password Manager

    I suggest looking at Perfex CRM, they use a password vault. The entire project is open source and so is their encryption process.
  4. shanehicks

    Processing fee

    We need to be able to set a processing based on the payment method in a gateway. For example, if I want to process with Stripe credit card, add a line after taxes for a variable amount set in that processor. If the user chooses to pay with ACH, it create a Stripe Checkout page with only ACH...
  5. shanehicks

    About releasing Clientexec 6.5 or 7

    More automation, more integration
  6. shanehicks

    Understanding Billing Types

    I've actually been curious on this as well. Commenting to stay on this thread.
  7. shanehicks

    Running clientexec on localhost

    A little late to the game here but I can confirm, yes you can!
  8. shanehicks

    Trustpilot

    Couldn't you just link over to TrustPilot in the email templates?
  9. shanehicks

    Add logo to email

    You can customize the templates within Settings > Email Templates You'll need to go through all of the email message templates individually so you might want to set some time aside for this.
  10. shanehicks

    Which Domain registrar you recommend?

    I have to go with eNom if you are in the United States. They include free phone support and are US-based - That's important to a lot of American customers.
  11. shanehicks

    CSF Unblock Plugin

    I know their is the CSF firewall unblock tool for cPanel included with CE but it doesn't do any good if you are using shared hosting with a shared IP address. Can we make this be a standalone script that can be embedded on another server to unblock the user themselves?
  12. shanehicks

    File manager

    They should lay it out like Perfex CRM.
  13. shanehicks

    DATE format: YYYY-MM-DD

    Instead of a dropdown of date format, just have us enter input field (that is validated) with a PHP datetime format: Y-m-d (that would output YYYY-MM-DD). Ref: https://www.php.net/manual/en/datetime.format.php
  14. shanehicks

    Edit Customer’s Payment Method From Admin

    I can update a payment method from logging into the admin and use the “View as Customer” function to set the payment method but I feel like there has got to be a better way to do this directly from the admin panel that I am overlooking? Any guidance is appreciated.
  15. shanehicks

    Where The Dev?

    So do we have any update on progress or a new ETA for completion? I would rather see the ongoing progress and know it would realistically be 3-6 more months, rather than be left in the dark for years.
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