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Announcing Our New Client Merge Feature! 🤝
With our new feature, you can merge multiple client records created for the same client under a single client!
This way, more than one record created for the same client does not accumulate in your list, you can do your work easier and faster.
Click the yellow light bulb button on the Other > Clients page to view your customer suggestions that may belong to the same organization.
You can merge your clients belonging to the same organization from the Actions > Merge option on the relevant client's detail page. Accounts that may belong to the same organization are listed in the blue information box in the modal opened to merge clients.
When you merge your clients, the current client is combined with the target client record. The current client's links are added to the target client's links. Details that are not in the target client but in the current client are transferred to the target client.
All records of the current client (tasks, offers, portal datas, activities, bookkeeping entries, etc.) are transferred to the target client.
Finally, the current client is permanently deleted.
Visit the Clients page to explore this feature!
Add Forms To Your Client Portal!
With our new improvement, you can now add the forms you created in Cubicl to your Client Portal! 📝
In order to use this feature, you need to create a form from the Cubicl > Forms page. Then you can add these forms to the support topics on the Cubicl > Customer Portal > Settings page.
Add your form by clicking the "Update" button next to the relevant support topic.
This way, when users select a support topic with an attached form while creating a support request in the client portal, the relevant form will be displayed. When the user fills out this form and creates a support request, you can access the form answers both in Cubicl and in the details of the relevant task in the Portal.
Manage Your Bookkeeping! 🏦
Thanks to our new feature, you can follow up your bookkeeping in Cubicl. This feature is open to our clients using Professional plan and above, but it has been defined to all of our clients so that you can experience it for a certain period of time!
Bookkeeping allows you to keep records of receivables and payables. In this way, you can see from whom how much payment you should receive, when the payment will be due, which payments are late and how much you owe to whom.
These payments are categorized as Outstanding, Overdue and Paid. If you want to view a specific payment, you can search typing the name of the payment in the search button. 🔍
In the upper menu of the page, Total Receivable, Outstanding Receivable, Overdue Receivable and Total Payable values are displayed respectively as you can also seen below.
You can click Create button to create a new Receivable or Payable.
On the Create Entry page, select the Client. Select the type of entry. Receivable is what your customer owes you. Payable is your debt to the customer. Enter the total cost and currency. Fill in the entry name and description. Enter the due date. If some or all of the amount you entered has been paid before, enter this information in Amount Paid section. Afterwards, you can click Save button to create entry for the receivable and payable.
When you click Add Payment, you can enter both the all amount and partial.
You can examine more in detail from our user manual.
E-Mail Box Feature in Professional Plan!
Professional Plan users can now integrate one e-mail account with Cubicl.😊
By using this feature, you can convert incoming e-mails into tasks in Cubicl. You can keep track of task progress more easily with your team through these e-mails and you can send your e-mails directly from Cubicl.
You can connect your e-mail account to Cubicl from Other > Email Boxes > Add E-Mail Account. In order to complete the process, you must choose between IMAP/SMTP, Google and Exchange Server (Outlook) accounts and then enter your e-mail information. Then, you must fill the Settings form and save it.
You can edit or delete the e-mail address you have added by clicking the three dots icon on the e-mail card.
Edit The Creator Of Your Tasks!
With our latest improvement, you can now edit the creator of your tasks. You can prevent unnecessary notifications by easily editing the creator of the tasks that you need to create but do not want to receive notifications from.
You can also use this feature in your recurrent tasks. 😊
• In order to change the creator of the task, you must be the admin of the relevant task's project or create the task yourself.
• This feature is not available for Support requests or E-mail tasks.
Archive Your Tasks Automatically 📢
With this new feature, you can automatically archive your completed tasks which did not get any new activity for the past 1 month. This way, you don't have to waste your time archiving your completed tasks.
In order to use this feature, Project admins can activate the Archive Tasks Automatically option from the Details tab at the Settings Page of the project.
Reply to Comments in Your Tasks! 💯
- You can reply to the relevant comment by selecting any of the comments in your tasks. Therefore, you can prevent confusion that may occur among your teammates in long conversations.
- When you click on the quoted comment, the page scrolls to the relevant comment.
- In order to use the feature, you can click the three dots icon next to the comment you want to reply to and click the reply option.
Get Email Notifications One by One or Bulk! 📧
We've made an improvement for Email Notifications on the Profile page! 📩
When you click on the "Instantly Send Email Notifications" option, the notifications you receive while offline will be sent one by one. You will receive instant notifications of the activities on tasks.
When you do not select this option, the e-mails of the notifications you receive while offline will be accumulated and sent at regular intervals. This way you will receive fewer notifications.
English Language Support Is Now Available at Client Portal! 🎉
With our new update, language support is now available at Client Portal! 💯
It's now so easy to add different support topics, form title and description for Turkish or English language! In order to use this feature, you need to click the "Add New Language+" button from the Settings tab on the Client Portal page.
Your current settings are presented with the "Default" option. When you add a new setting for English, the default settings for Turkish are shown. If you choose not to add any settings, your default settings will still be displayed.