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