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This page contains sections for each Ubersmith Client Manager section. 

 

Client Dashboard

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Client Profile

Adding Contacts
Cancelling Client Accounts
Client, Contact, and Leads Permission Details
Managing Clients
Managing Contacts

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Services

Adding Price Scheduling and Prorating Services
Adding Services
Managing Services
Using Post Renew Services
Viewing OnApp Usage

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Billing and Invoicing
Assessing Late Fees
Issuing Refunds
Managing Invoices
Processing Credit Card Charges with Strong Customer Authentication (SCA)

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Account Management

Adding, Transferring or Registering Domain Names
Emailing Clients
Managing Domains
Ordering SSL Certificates
Verifying Available Domains

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Comments

Adding Client Comments

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Reports

Using the Client Ledger Report

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Devices and IPs

Viewing Client Devices

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Sales

Viewing Sales Opportunities
Viewing Sales Quotes

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