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  1. shanehicks

    suggestion

    Why not just open a ticket for the customer and attach the screenshot as proof? Not to mention if you mark the invoice as paid, it will reflect that on the PDF copy of the invoice for them in their account.
  2. shanehicks

    Implement Field Validation

    Fields like phone numbers should be more than text input fields. Store them as integers but have it format on the front end similar to how Hubspot now has you enter phone numbers. Field validation can be a simple fix by implementing something like International Telephone Input (shows flag...
  3. shanehicks

    New Customer Send Link to Onboard

    We setup accounts while talking to customers on the phone. For security purposes, I have found that me setting the password for the customer may be a potential security risk. I think it would be great to find a way to send the user a unique link to finish setting up their account similar to a...
  4. shanehicks

    Fraudlabs SMS Verification

    With fraud at an all-time high, I hope user security begins to take priority over adding new payment processors.
  5. shanehicks

    CRM integration?

    I asked for this a while back and it was rejected. I would certainly like to see a Hubspot integration beyond the one that is already installed in the admin panel (which I wish was removed).
  6. shanehicks

    About releasing Clientexec 6.5 or 7

    @CE-Matt please give us some sort of progress report on 7.0. This particular thread is over 2 years old and we some of us feel like we’re in the dark about the future of CE. Can we get a statistic on the number of tasks or an ETA for release?
  7. shanehicks

    About releasing Clientexec 6.5 or 7

    You probably need to put this in the suggestions section. I imagine if that was in their plans, it would have been something that would have made the clientexec.com homepage. I had said something to this effect a year ago so my best guess would be the answer is a no.
  8. shanehicks

    Is there a way to use a 3rd party KB, like phpMyFAQ?

    You might be able to use create a snapin that uses your own KB and disable the built-in one.
  9. shanehicks

    Add header footer to mail templates from a central location

    Absolutely! This would add a level of professionalism.
  10. shanehicks

    Planned Google Drive and AWS S3 Integration

    Is this supposed to be part of the 7.x build or afterward?
  11. shanehicks

    cPanel DNS Manager Module

    I don't understand why this wasn't already part of the application. All of the other major alternatives already offer this. I image the DNS module would be it's own major tool with domain provider addons that would coincide with the existing domain tools.
  12. shanehicks

    Avoid multiple orders from one domain name

    Honestly, this should be a core feature for client security.
  13. shanehicks

    Link to Pre-Built Carts

    We need the ability to create and share carts to customers to order on their side. Prebuilt carts help close sales and help speed up the on-boarding process. This could probably be done with URL variables (e.g. domain.com/cart?step=3&item=[IDNUM]&[IDNUM_option]=something
  14. shanehicks

    cPanel DNS Control

    If I register my domain with a plug-in and that domain’s NS records doesn’t match the ones for the domain registrar defaults but does match a cPanel server’s NS or IP address, as well have a matching package, it should automatically show and allow updates to the DNS from within the customer...
  15. shanehicks

    About releasing Clientexec 6.5 or 7

    You might as well skip the Bootstrap 4 now, 5.3 is the current version. Bootstrap 4 is nearly 10 years old at this point and reached its EOL back in January.
  16. shanehicks

    HTML Signature for Staff responses

    We should have the ability to customize our signatures in the CE portal. It just seems more and more unprofessional to have plain text in responses from support agents nowadays. Especially for those using the ticket system for sales-related usage.
  17. shanehicks

    Integrate GoDaddy domain Registrar

    GoDaddy now has a built-in API for domains, parking, and ordering on the clients account. Surely this would make it for plausible for CE integration?
  18. shanehicks

    Completed Affiliate System

    @CE-Matt, is this still ongoing or has this been moved to "Completed"?
  19. shanehicks

    Password Manager

    Should consider something like Passman. If I'm working with sensitive server access, an encrypted password manager, and can generate OTP with javascript.
  20. shanehicks

    Planned Google Drive and AWS S3 Integration

    When a customer uploads a file to be attached to a ticket, it would be helpful to have a way of storing those in a cloud storage or designated location on the server. We could really benefit from this as Google Drive has built-in virus scanning capabilities which would minimize the risk on our...
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