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  1. 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.
  2. shanehicks

    Store Multiple Cards for Stripe

    Since the payment methods are already stored at the processor systems, can we pull the list of all payment methods on the customer's account to be visible in their account and the backend. Automated payments can automatically run on the selected or default payment method. This would open up the...
  3. shanehicks

    Password Generator for Hosting Packages

    When creating a new hosting package from the admin panel, there should be a secure password generator button next to the server password for when the user is creating the new password. In addition, the password field should be hidden by default and have the option to view the password. The...
  4. shanehicks

    Login Expired While on Client Products

    If a login session expires while the user is logged in (e.g. the user walks away from the workstation for 30+ minutes and the session expires), I encounter this: Error thrown with message "Call to a member function getId() on null". URL...
  5. shanehicks

    ChatGPT (or other AI) Integration

    Since everyone else is on the AI bandwagon right now, why not implement an addon that can use ChatGPT to answer common questions about common hosting/domain/account issues?
  6. 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...
  7. 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...
  8. 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
  9. 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...
  10. 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.
  11. 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...
  12. shanehicks

    Taxes Round Down Rather than Up

    I cannot speak for other currencies but In USD our change uses a 2-digit amount. I've noticed that when I calculate the tax portion. I manually ran this payment and recorded it from a Stripe Invoice which rounded up taxes to the nearest whole cent ($10.13). Because of this, payments created a...
  13. shanehicks

    ACH Payment Processors

    Continuing to pay gateway providers is really starting to get pretty expensive. 2.9% (vs Stripe's 0.8%, capped at $5 fee) gets pretty high when you start doing larger transactions. I just received access to Stripe's ACH payment method, but it's not compatible with our CE's version of the API. I...
  14. shanehicks

    Integrate GoDaddy domain Registrar

    Many of my clients use GoDaddy for domains prior to starting service with me and being able to make changes to their domain in it's current home from a central CE dashboard would sure make it much easier.
  15. shanehicks

    Upgrade Stripe Checkout to v3

    We need the integration to Stripe Checkout to be upgraded to the latest version for continued payment security. I want to minimize my risk as a business owner within the checkout process and the best way I can see that being is by sending the customer to a Stripe generated checkout page and then...
  16. shanehicks

    Integrate HubSpot and Salesforce

    I would love to harness the power of HubSpot for both marketing, customer connection and tracking. I have customers in both Clientexec and HubSpot. I have many valuable objects (companies and contacts) that I could highly benefit from the tracking capabilities and lead generation. It would save...
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