Tag Archives: Ultimate Client Manager

UltimateClientManager plugin

Riding on my proof of concept and research, I built v1.0 of my plugin for UCM.

My requirement is to build a plugin to manage Leads for different clients. There are options to add and modify leads. Currently, the plugin is being scaled so that Leads can flow back and forth between different systems. Technically, this will involve integration (Read/Write) to Formidable Pro as all the leads also sync to Formidable database as part of a separate solution.

Please let me know if you have questions and I will try to address individual queries. I shall be writing more on this subject once integration with Formidable Pro is complete.

WordPress with Ultimate Client Manager

Ultimate Client Manager (UCM) is a Project Management tool designed for managing tasks and invoicing. This product offers the flexibility of customization to suit individual business needs.
I got an opportunity to work on a proof of concept where the intent was to establish the theory into practice. After studying their documentation, I chose to write a simple script to create a job inside of UCM, set the status to ‘New’ and Start Date as ‘Today’.
<?php
chdir('/path/to/ucm/');
include('init.php');
$job['name'] = 'Demo';
$job['status'] = 'New';
$job['date_start'] = date('Y-m-d');
$new_job_id = module_job::save_job('new',$job);
$new_job = module_job::get_job($new_job_id); //get values from newly created job
echo 'new job id:'.$new_job_id.' created with job name:'.$new_job['name'];
?>

Executing this code will insert a new job in UCM and the results will be echoed to the browser. I will be scaling this script as per my project requirements and most likely hook this to WordPress. But this can be used with any other platform.
Hope this helps! I will be writing more on this in future.