2.12.0-beta2

Added

• Improved CSV import enabling you to create clients along with their services in a single batch. See the sample CSV file in System > Tools > Client import.
• Quotes are now shown in the Client Zone.
• UCRM plugins are now included in the UCRM backup file.
• Bach payments improvements, UI fixes, and better validations.
• Batch invoice sending improvements, UI upgrade.
• Improved configuration of UCRM backup sync on Dropbox.
• Downloaded ticket attachments are now included in the UCRM backup file. If you delete downloaded attachment from UCRM, it will not be included, but can still be downloaded from the IMAP inbox.

Changed

• Symfony updated to 3.4.11.

Fixed

• Some tickets not visible in the list in some cases when there are many tickets in the list already (both for the global ticket list and client's ticket list).
• Empty invoices or invoice drafts being created automatically for clients and services not eligible for invoicing, in some cases.
• Permissions of non-admin groups for newly added UCRM features, after UCRM is upgraded, were shown as "view" while they were actually "denied" in System > Security section. Now, it's shown as denied properly.
• Minor bug fixes, UI improvements and tooltips.
• Fixes in apiary docs.

2.11.2

Fixed

• Empty invoice or invoice drafts being created automatically for clients and services not eligible for invoicing, in some cases.
• Late fees issued and suspension applied at a wrong time (in UTC instead of the local time zone).
• IMAP Import stopped working in some rare cases due to invalid attachment's filename or mime type.
• Fixed issues with Billing > Refunds view.
• Minor fixes.

Changed

• PHP updated to version 7.1.18.

2.12.0-beta1

Added

New Features

• Batch payments insertion. You can add multiple payments for several clients in a batch using a single form.
• Batch resend of failed emails. You can resend all failed emails in a batch from a specified date.
• Recreate Invoice PDF feature. Once the invoice PDF is created, it's not modified automatically. If you need to update the PDF manually, you can do so now. For example, it may be useful when you apply client's credit to already created invoice and you want to update the balance due on the invoice.
• You can find any option in the UCRM Settings using the header search bar.
• Recently failed emails shown in the dashboard now. Whenever an email failed to be sent from UCRM due to any reason, you will know it and you will be able to resend all of them in a batch.
• You can define the localization for organization's currency to control the currency format and code/sign.
• "2FA enabled" option visible in UCRM user grid.
• Data usage table added to the Client Zone.
• Improved system logs. More system log entries for IMAP import feature and for subscription canceling, some unimportant log messages are omitted.
• Now, in the data usage report, you can click on the client to jump directly to the client's profile or service page to view more details about the client's NetFlow data.
• New "Quantity (rounded)" invoice template placeholder and new allowed methods round and number_format. Use this to control the decimal places shown on invoice item if you don't like the default unrounded quantity values. This may be useful for prorated periods.
• Improved payment receipt default template with more placeholders showing details about online payment and subscription.

Ticketing upgrades

• Linking tickets and jobs. You can link ticket(s) with job(s) to monitor and schedule a job related to some client's tickets.
• UI upgrade for Ticketing section.
• As an administrator, when you click on ticket in client's email notification, you are now redirected to admin zone, instead of the client zone. (On condition, you are logged in)
• Now, you can modify the starting date of tickets import from IMAP inbox.
• Ticket attachments coming from IMAP email are stored in UCRM from now. You can define the maximum file size allowed.
• IMAP Import can be temporarily disabled now. You can use the turn on/off toggle.
• "Reply-to" header is now used for incoming ticket email processing. When used, it takes precedence over the From header attribute.
• Now, ticket creation timestamp is copied from the IMAP email received timestamp making the order of UCRM tickets more user friendly.

API improvements

• Now, you can get the list of all currencies in UCRM, set users/client avatar color.
• Added emailFromAddress and emailFromName to ticket and comments API endpoints to enable you to create tickets in the same way IMAP import does.
• Better docs and minor fixes.
• New API endpoints and enhancements. Now, you can manage client's invitation email to the Client Zone, refunds or service plan's data usage limit through API.

Changed

• Now, you can turn off the invoicing emails for a client by removing the "billing" tag from all the client's contacts. Previously, invoicing emails were sent to all the client's contacts in this case but this fallback feature has been removed.

Fixed

• When credit is being applied automatically to invoices, it is shown properly in the invoice preview now.

2.11.1

Fixed

• Client data from Stripe and Authorize.Net are now deleted automatically as soon as the subscription or client is deleted in UCRM. This must be deleted manually from the Stripe or Authorize.Net dashboard for subscriptions/clients deleted in v2.11.0 and prior.
• Fixed "prorated separately" option for service invoicing. First prorated period was always invoiced separately in case of forward invoicing.
• Tax report fixes related to "tax inclusive pricing".
• Fixed possible issues with client edit form.
• Fixed ticket order for API and mobile app.
• Fixed service IP change not logged.
• Fixed elastic index building for network devices.
• Minor fixes for API related to payments and refunds.
• Minor fixes and UI/UX improvements.

2.11.0

Changed

• Client is now redirected to pay for the oldest unpaid invoice instead of newest in the walled-garden page after postponing the suspension.
• Late fees are now always generated at the same time every day, i.e. soon after midnight. Before, some fees could have been generated later that day due to manually created invoices.

Fixed

• Fixed rare crashes when editing client services.
• Fixed crash when creating new client in case no default organization was selected.
• Elasticsearch now does not cause crashes when index cannot be updated. This happened for example when there was not enough disk space left and indexes were automatically switched to read-only mode.

2.11.0-beta5

Changed

• Organization currency cannot be changed and client's organization cannot be changed to another organization having different currency when some financial data exist (e.g. invoices, payments) to prevent from inconsistent data.

Fixed

• Failing configuration page for payment receipt templates when other than USD currency is used on default organization.
• These invoice template placeholders were fixed: Account balance, Account credit, Account outstanding. Now, these placeholders contain the current invoice's due balance.
• Fixed permanent delete crash, when the client has subscription that can't be canceled (for multi-delete from client grid view only).
• Fixed issues with MercadoPago payments.
• Fixed plugin exception handling in several cases, e.g. failing UCRM boot due to a corrupted plugin.
• Fixed possible issues with the factory reset of UCRM demo mode.
• Improved speed of IMAP ticket importing.
• Fixed ticket import for IMAP emails having an empty body.
• Fixed "show email original" for tickets coming from some IMAP servers.
• Fixed header notifications for new tickets or ticket comments.