turner2f

OK. Was not aware of the 1st page .

OK. So... STEP 1 - Create the Notice STEP 2 - Manually send an email to to the client about the Notice via their customer profile =========== Is this what you are suggesting ?

So the key differences between this plugin and the one found at... https://www.blesta.com/forums/index.php?/topic/2175-my-private-notes-encrypted-staff-private-notes/ 1) - We do not have to manually alter our database in PHPMyAdmin 2) - The Private Notes text area is located on our Admin dashboard instead of in "My Info" ========== Are there any other differences ?

Does this work at all with "Support Manager Pro" ?

This seems useful to have . Just curious to know... Is the "Quote Estimate" plugin still being updated for the following functions ? ================== - Add TAX support to the plugin . - Clients can receive the quote via email as PDF . - Comments both for client and staff under the qoute (threaded reply/conversation). - Devide Quote in two invoice after accept (first for prepayment ,and second after final work) - Create Quote for non clients , they can view it with a unique url . - Store Invoice ID related to the quote in the quotes table . - search in quote subjects . - Store Client info in the quotes for history .

REQUESTED FEATURE : The ability to MANUALLY send an email to the client after a Notice is created or updated .

@Licensecart and @Blesta Addons I uploaded the files for "Count tickets" to /plugins/count_tickets And then went to /admin/settings/company/plugins/available/ I did not see anything. I even deleted the "model" directory folder. ========== Why am I not able to see the plugin to activate it ? OR... Is it automatically activated when uploaded ?

Thanks. I will try to test this eCheck / ACH functionality using the PayPal sandbox. If I have questions I will post again.

What is the scenario when clients choose to pay with ACH / eChecks ? We are planning to use PayPal. PayPal says that the client has to have an existing PayPal account to process eChecks . We get that part. ============ 1) - But when trying to pay using the Blesta client interface, what is the "step-by-step" scenario to pay with an eCheck for "one-time billing" and also for "RE-curing billing" ?v 2) - Is there anything we need to do within the Admin section to make our Blesta site ready for accepting eCheck / ACH payments ?

Thanks Paul. The Billing Orchard or PayScape gateways are for my client that ( against my better advice ) decided to go with them, instead of PayPal. Some people you just can't help. I have never understood why some folks ignore good advice just to pay more and to get less. ============ But I will keep this in mind in case they decide to go with Blesta.

Hope this helps. A week ago I successfully setup "Piped" emails to Blesta and SMS text message alerts via C-Panel https://www.blesta.com/forums/index.php?/topic/7889-how-to-setup-email-piping-with-c-panel-and-get-sms-text-alerts/ =========== This led to just one other issue... I was receiving TWO different Ticket Numbers for the SAME email submission ========== Turns out I was using the same email address for a "department" within the "Support Manager PRO" admin area - AND ALSO - within the "Master Email Address" found at " My info - - > Account - - > Email " So basically, the same email address was being executed from TWO different areas within Blesta; answering or replying to same email submission, which would then produce two different ticket numbers for the exact same subject. ========== SOLUTION: Creating a NEW email address specifically for the "Master Email Address" found at "My info --> Account - - > Email RESOLVED the issue. So now only one ticket gets produced, and the designated email address within the "Ticket Received" template is the ONLY one that responds to the client, and also "Master Email Address" is the designated address to go to within the C-Panel WebMail . ========= Hope this helps anyone who runs into this issue.

Will there be a plugin for the Billing Orchard or PayScape gateways ? http://billingorchard.com/ https://payscape.com/

Thank you.

@Paul OK. So basically, just setup the "Rotation Policy" for 30 days, and that's all . Correct ?

@Paul OK. So you are saying to only truncate the "Email" logs . 1) - Is it safe to truncate the "User Logins" ? 2) - Is the Blesta System already setup to know what logs to truncate, and not to within the "Rotation Policy" ? 3) - Is there a configuration for the "Rotation Policy" within the Admin panel ?

Thanks.

@Jawanet Thanks Jawanet. We got it going. Thanks for the springboard ( CSS code ) .

@Blesta Addons 1) - Are there any plans to allow us to clear or delete these various logs from within the "Admin Tools" plugin? Gateway Email User Logins Transactions CRONS Email Delivery We are concerned with database storage getting bigger and bigger. =========== 2) - Is there a way to delete up to a specific date or a certain amount of days ? =========== 3) - As an alternative, Is there a way to clean up these logs by directly opening any specific Blesta files or the database ?

1) - Can we clear or delete these various logs by directly opening specific Blesta files or the database ? Gateway Email User Logins Transactions CRONS Email Delivery We are concerned with database storage getting bigger and bigger. =========== 2) - Is there a way to delete up to a specific date or a certain amount of days ?

Thanks Paul and BlestaAddons.

Thanks for the reply. So just to be sure... You are saying that we should NOT use an email with Blesta that is already being used elsewhere ( such as another software, website or a gateway ). Any email we use should only be designated for the Blesta system and no where else. Correct ?

Thanks. I was mainly referring to Steps 1 - 4. Just wanted to make certain we did not leave anything out concerning the instructional steps for the customer.

Thanks for the reply. So just to double-check please let us know if what we have posted on the "offline payment" page is correct.. Did we miss any steps in the above quote from our website ?

Does Blesta Handle AUTO-Payments for "Offline Payments" ? Or does it just store the client's "offline" info ( such as, ACH ), where we have to MANUALLY process the payment info ? ============ AS A REFERENCE, PLEASE SEE... https://www.chargebee.com/docs/offline_payments.html