V4.0 – canned email replies

Posted February 2nd, 2010 by brian. Filed under Uncategorized

We’ve all been there, emailing to a customer and wishing that we could simply create a pre-created response to save typing the email for the 100th time.  With V4.0 – you can! I call this “canned” email for the purpose of this post.

With V4, you have two choices, you can set an auto responder or a client email.

chooseSo what is the difference?? The easiest way to describe the difference is that a customer email is where you physically click email to email the client in CE and then select one of the canned emails to send. An autoresponder is where you can set a “canned” response to be automatically sent when a client emails in or submits a ticket that matches certain criteria, for example when a client submits a cancellation request you might want to entice them back with a special discount automatically.

Right – let’s go through setting one up ….. System Setup > Support > Email Routing > Autoresponder Template

Scroll to the bottom and then select the type of responder you want, a selectable email response or an autoresponder (as in above picture).

Then create the reply – for this example I’ll pretend it’s a response to a cancellation.

leaving

In reality – this could be anything under the sun, as you can apply routing rules to emails, the possibilities are endless.

I’ve changed the above reply to be “customer email”.  Now when I select a client and then select “email client” I can choose the reply I just created.

canned response
Of course, I could have simply assigned this to a routing rule for cancellations so that it was all automatic, but then then I wouldn’t have been able to show you it in action!

V4.0 – multi currency in 3 easy steps

Posted January 23rd, 2010 by brian. Filed under Uncategorized

So, one of biggest new features in v4 has to be multi currency. This isn’t entirely new to CE as you have always been able to pass the currency in the signup url in the format “&currency=USD”. However, with V4 you simply set the currencies required and the client can choose at checkout!

Right – let’s look at the steps!

1. We need to enable multi currency first. System Setup > Settings > Billing and scroll to the bottom of the page

enable multi currency first

enable multi currency first

2. Now that we have enabled it, we need to choose how the currencies will update. You have two choices, depending on how quickly that you want them to update – every minute / hourly / daily etc and the actual currency needed.

So, into System Setup > Plugins > Currencies ;

Euro Central Bank

This plugin is updated daily by the European Central Bank between 2:15 p.m. and 3:00 p.m. CET.
It contains rates for the following currencies: USD, JPY, BGN, CZK, DKK, EEK, GBP, HUF, LTL, LVL, PLN, RON, SEK, CHF, NOK, HRK, RUB, TRY, AUD, BRL, CAD, CNY, HKD, IDR, INR, KRW, MXN, MYR, NZD, PHP, SGD, THB, ZAR, EUR

XE

The XE Datafeed requires one license per computer and is available in four frequencies: daily, hourly, every 15 Minutes, and every 60 Seconds. It is web-based, so there is no need to buy costly hardware or decipher complicated software.
You can tailor your Datafeed to your specific needs and even include every world currency. For the Daily Datafeed, you can choose the time of day that your rates are updated. Other frequencies are updated starting on the hour mark.

3. Once you have enabled the currency update, technically – that’s it! You set your products in your base currency and CE does the rest! One thing to remember is that the list of currencies customers will be able to choose from is defined in system setup > billing > currencies , so you will need to remove the ones that you do not trade in.

checkout

V4.0 – team chat!

Posted January 11th, 2010 by brian. Filed under ClientExec 4.0

Here we go with another favourite bit from V4! This time we move on to a new feature – instant messaging within clientexec!

How does it work? It’s based on the usual “whos logged in” area. From there you can see other member’s of your team and initial a chat session.

whos_online

Each staff member even have their own status – Available / Away /Busy

available

As you can also see – you can have several chat windows open with different team members! The chat screen itself is very straightforward and easy to use, so now you can have private chat right within your billing and support centre without having to swap between software (aim / msn etc)!

chat_screen

v4.0 – my favourite bits!

Posted January 5th, 2010 by brian. Filed under ClientExec 4.0

Ok, v4.0 is coming on nicely but I thought that posting some of my favourite parts might be cool. So, where to start? Well, let’s begin with the dashboard – the first thing you see when you login!

CE now sports some great quick access features with an Available Action menu, Action Filter and an intelligent search feature (one search looks up name, organisation, last 4 cc numbers, email, domain, user id, ticket id, and invoice id).

Dynamic search function

Dynamic search function

Apart from the great new  look, the dashboard is now far more customisable than before. You can select plugin information to appear on the dashboard (or not to!) , drag and drop them into different positions, select one, two or three colum layouts and more.

In fact, if you have your own plugins, you can extend the dashboard to show your own information!

Configuring the dashboard view

Configuring the dashboard view

Drag and drop items around the dashboard

Drag and drop items around the dashboard

FluidVM Plugin

Posted October 1st, 2009 by brian. Filed under Uncategorized

The VPS (or virtual private server) market has gone under some major
changes in the last several months. Many new control panel providers have
entered the market to try and gain some of the share that Hypervm
previously had.

With this in mind, ClientExec have been in talks with several companies to
establish the main contenders, and to work out a development plan to
provide CE users with an automatic way of provisioning VPS.

We are delighted to announce that the first (there is more to come)
completed plugin is FluidVM.  FluidVM was chosen as it has several great
features:

  • Easy Hypervm migration
  • Support for Xen, Openvz and KVM
  •  iSCSI SAN support
  • Countless features for VPS hosts to take advantage of
     excellent documentation and lively support and forums

Now ClientExec users can take advantage of this plugin with the following
features:

  • Create,Delete,Suspend,Unsuspend within CE itself
  • Integrated signup to include choice of OS templates and even the number
    of required ip’s

For full instructions on adding FludiVM to your CE install, please see the
FluidVM wiki at http://wiki.fluidvm.com/index.php?title=Client_Exec_Setup

If you have any suggestions or recommendations on other providers, we would
be delighted to receive your feedback

4.0 Alpha coming soon

Posted August 27th, 2009 by Alberto V. Filed under ClientExec 4.0

Our successful launch of CE 3.2 brought us much closer to our 4.0 milestone than we first had anticipated. The clean separation of the members center from the admin portal was a huge success. We have done a poor job in advertising all the great features that were included in 3.2 so please take a look. We will do a much better job at keeping you abreast of all important features with our future releases. Review the features of 3.2.

So what’s on tap with version 4.0?

  • New Admin Interface. Gone with the old look. Our new interface allows for a cleaner easier to navigate experience. Sneak peak
  • Partial Payments. Accept partial payments and track them properly.
  • Credits. Want over payments to be applied to the next invoice? Or better yet provide your customers with a positive credit balance to be used in future purchases. It is now possible.
  • Staff to staff chat. Quickly chat with staff members that are currently online without having to log into any external IM applications.
  • Team Status. Having a hard time keeping up with your staff’s status? Now with the new team status addon it is a snap. Follow the departments you want to be notified of status changes and keep yourself informed like never before.
  • Affiliates. Our new affiliates module allows you to offer affiliate status to any customer as well as keep track of orders and commission. No need for 3rd party integration.
  • Multi-currency. Major enhancements to our multi currency support have been added to add flexibility in your offerings.
  • And so much more. If you want to be involved in the alpha testing please make sure you follow us on twitter and post your desire to do so.

Support is now open to all

Posted August 26th, 2009 by Alberto V. Filed under Support

We continue to pride ourselves on great support. I know it isn’t as flashy as new features every other week, but we find it to be even more important for the health and success of your business.

So what do you need to know? Let us go over some details.

  • Update and use the alternate e-mail settings. Since we do put a higher priority on direct customer’s tickets, please make sure you add all the e-mail addresses you might use to send support queries. This ensure that your request is correctly tied to your account and not as a guest request.
  • All requests are important. Don’t worry if we state your tickets are not highest priority. It is very important to us that your overall experience with ClientExec is exceptional. We understand support goes hand in hand with your experience. So it doesn’t matter whom you obtained your license from we will take your ticket seriously.
  • Stay current. Those who did not obtain their license directly from us will only be able to get support, via support tickets, if they are using the latest stable release.
  • Are support plans still worth purchasing? Of course. There are some items that direct customers and support plan owners will get in terms of support that will not be available to “guests”. These will be outlined as we move forward but this will mostly be in the lines of upgrades and installation prices.
  • Will direct customers experience delays now? We have enough full time support staff to handle the expected load. Those that might feel any delay are those that previously didn’t have access to our support team. Expect the same great responses from our support team. Nivin, Brian, Manu, Tom and Joe are ready to assist you.
  • Most Importantly, for the sake of the community please use the forum and KB. There isn’t a reason to submit a support ticket to ask how something works or how to do a specific function. There is a community for that at http://www.clientexec.com/forum, and you will appreciate it when others do the same so you can benefit from the answers.

These changes are made to ensure your ClientExec experience is the best possible one. Without good support, great software is .. well not so great.