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Jason Ryan

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Posts posted by Jason Ryan

  1. We are a web development company and use Blesta strictly for invoicing and the ticketing for support requests. For whatever reason, we couldn't find any other solution that fit our needs. Most CRM's just handle the "lead" and "nurturing" side of client management, but nothing in terms of real management after you have onboarded them. For the price, and not to mention the support and love on the boards... it was a no brainer! Blesta FTW!

  2. 33 minutes ago, evolvewh said:

    As of right now, it's not possible. The Support Plugin is very light right now and really only covers the basics.

    Well yeah, but maybe it is time to expand on what is there and make Blesta better... which is more less the point of "Feature Requests". I would like to see an expansion of the Support Plugin to include more functionality that gives everyone the flexibility they need :)

  3. Hello -

    When Accounts are created, typically the "business owner" is the primary Account Contact, however more often I am adding additional Contacts to the account for their Support Personnel and every time a response is submitted to a Ticket, the Primary Account Holder also gets an email. Is there a way to have it where if there is more then one Contact on the account, you can designate who Ticket Responses go to? I thought they only went back to the person who submitted the ticket but it was brought to me attention that the Primary Account Holder gets them as well.

    Maybe this needs to be a Feature Request for the Support Manager Plugin?

    Thanks in advance.

  4. On 11/1/2017 at 8:51 PM, turner2f said:

    Already PM'ed them.

    Got 1 response.

    Waiting on 2 others.

    =====================

    This should have already been in the Blesta CORE.

    Seems there is a  3  to  4  year  waiting list for some features that should have already been in the CORE.

     

    Thank goodness for plugins.

     

     

    @turner2f - did you ever get something worked out with a plugin? I am looking for the same exact functionality... having to do it manually all the time stinks :|

  5. 1 minute ago, viablethought said:

    Hello -

    Not sure if this had been submitted yet but when adding additional Contacts to an account, I am manually having to create and send emails with login information to these new Contacts. It would be lovely to have the same "Welcome Email" go out each time a new Contact has been added, not just the initial one that goes out during Account creation :)

    Nevermind, I found that it had been requested. I am updating there.

  6. Hello -

    Not sure if this had been submitted yet but when adding additional Contacts to an account, I am manually having to create and send emails with login information to these new Contacts. It would be lovely to have the same "Welcome Email" go out each time a new Contact has been added, not just the initial one that goes out during Account creation :)

  7. On 1/3/2018 at 9:20 AM, Nelsa said:

    I had also issues with upgrades few times on php 7, then I started to follow one simple procedure ... 1.overwrite files with new one  2. switch back to php5.6   3. start upgrade process CLI or WEB(doesn't matter)   4. apply hotfix php7 and switch to php7 . 

    With this approach, I never had problems(today upgraded from 4.1.0 to 4.2 ) while uploading hotfix php 7 after overwriting and then starting upgrade throw up an error (...files encoded with 5.6...etc).Now I didn't go deeper into this issue since this approach works fine for me.

    This worked like a charm!!! Good to go :)

  8. 22 minutes ago, Paul said:

    I would recommend using kdiff or another program to compare the templates. I'm not aware of any really big changes, but using kdiff you can compare and see everything that's different and merge in your customizations.

    @Paul

    I actually downloaded DiffMerge because they had a version available for Mac OS, guess I will have to go through it before upgrading then just to be safe.

  9. Just now, Paul said:

    The installer is launched if no /config/blesta.php config file is detected. The distribution does not contain this file, it's created during install. When you upgrade and upload the new files, this file should remain. If not then you may have deleted everything first, and uploaded, rather than just uploading. Make sure to restore the /config/blesta.php config file before trying again. Don't delete anything, just overwrite existing files.

    After doing it I thought about it and it is exactly what happened because FTP is dumb :D Transmit by Panic has a tendency to delete everything first instead of just overwriting. I spent some time yesterday setting up shell access to my server and plan to use SSH instead of FTP. May give it a go tonight, will keep you posted.

    On a side note, I am using a custom client theme, should I go through the default bootstrap one and update the custom one? Were there any big changes I need to be concerned with?

  10. Just now, MineHarvest66 said:

    I am sorry if I was confusing you, maybe this will help you understand what I meant.  

    1. Overwrite with 4.2 

    2. Overwrite the hot fix (in your case the 7.0 one) 

    3. Run upgrade

    Oh ok, thats what I thought and that is the steps I took, but for whatever reason it prompted me to "install" and not upgrade. I have my previous version up and running again and will have to hold off on attempting this for another night that is not New Years :)

  11. Happy New Year Blesta Community!!

    I decided to attempt to upgrade Blesta today since it is the holiday and most wouldn't be logging into their accounts so thought it was a perfect opportunity, however once again I hit a wall trying to upgrade. I uploaded all of the 4.2 files overwriting my existing and realized that it was throwing the common error about IonCube and came to the forum looking for answers only to find that the Hotfix PHP7 files also had to be uploaded (running PHP7), however after doing so and trying to run the upgrader "/admin/upgrade" - it prompted me to do a "clean install" instead of "upgrading" my existing installation!

    I am in the process of re-uploading my previous version so I can start over but I am assuming by uploading the new license.php file in the "models" directory overwrites the existing causing it to think that it is a new install? Not sure tbh.

    I always dread running these upgrades because something bad always happens and I have to have @Paul hop in and help out. Anyone else experience this same issue and know why it would prompt an "Install" rather then run the "upgrader"?

    Thanks

  12. 44 minutes ago, Blesta Addons said:

    have you tried this fix ? it should be working, we will make a complete revision of this components soon to make it fully compatible with new blesta and the Quote plugin .

     

    I have just updated the file and yes, this does redirect Admin & Staff to the clients dashboard in order to view the invoice, which is better then nothing I suppose. However, not leaving the admin interface would be more ideal. I will look forward to the actual fix. Thanks.

  13. 10 hours ago, gosuhost said:

    This is intentional behavior. If you want to be able to view without being the client please edit "/components/invoice_templates/html_invoice/html_invoice_htm.php" Starting at line: 54        

    
    // only clients can view the invoice
            $this->requireLogin();

    you can delete this line and this will provide the solution you need

     

    @Blesta Addons

    I don't understand how this would be "intentional behavior" on the admin side? I used to be able to click the "View" link to review invoices in the PDF version on admin side. This plugin should only provide HTML Invoices for the client, not admin and have no effect on admin functionality.... I would think.

  14. 1 hour ago, viablethought said:

    Hello -

    Also, noticed the "Make a Payment" URL is broken as well on the Client side

     

    
    /client//pay/method/159/

    There is a double "//" in the URL which I am sure is the issue.

    I fixed this by removing the preceding forward slash on Line 11 in default.pdt from this:

    array('name'=>$this->_("HtmlInvoice.pay_invoice", true), 'attributes'=>array("href"=>$this->Html->safe($this->client_uri . "/pay/method/". $invoice->id ."/"))),

    to this:

    array('name'=>$this->_("HtmlInvoice.pay_invoice", true), 'attributes'=>array("href"=>$this->Html->safe($this->client_uri . "pay/method/". $invoice->id ."/"))),

    Make Payment URL works fine now. 

  15. Naja -

    Just purchased and uploaded to required directory and activated, only issue I am having is the "View" link in the Invoices list redirects to the main admin page, and doesn't open the invoice or the PDF version in Admin to view it.

    2017-06-01_2243

    With Default selected, the link prompts you to open the PDF version of the invoice.

    Using Blesta v4.0.1

    Thanks

     

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