Docs | RISE CRM

[Added] Leads module
[Added] Integrate google calendar.
[Added] Show project deadline in event calendar with a filter.
[Added] Added the estimate sending email template.
[Added] Added activity widget for clients.
[Added] Added recurring tasks.
[Added] Added an "Assign to me" option to auto assign ticket to the current user.
[Added] Task due reminder notification.
[Added] Chart tab in Timesheets.
[Added] Added option to make public notes in projects.
[Added] Client settings for admin to set default dashboard for clients.
[Added] Added option to clone tasks.
[Added] Added option to clone invoices.
[Added] Added option to clone estimates.
[Added] Remember the lastly visited tab and show on next visit automatically.
[Added] Add labels for invoices.
[Added] Added a config to disable google preview. disable_google_preview.
[Added] Added estimate settings.
[Added] Added setting to set initial number of the invoice.
[Added] Import option to import clients from excel file.
[Added] Show tasks in event calendar with filter.
[Added] Added custom fields in tickets email template.
[Added] Added option to auto assign team member in estimate request.
[Added] Added config to disable adding new dashboard. disable_new_dashboard_icon.
[Added] Added notification when events edited.
[Updated] Users should be able to send estimate multiple times.
[Updated] Better responsive design for mobile view.
[Updated] In add new team members modal, show only active users.
[Updated] Some usability improvement on different UI.
[Fixed] Logo is not visible in public estimate form.
[Fixed] Can't add custom fields in tickets.
[Fixed] Invoice total and statistics shows wrong.
[Fixed] Can't get changes on notification list.
[Fixed] Can't remove inactive users from the collaborators list.
[Fixed] Can't download project files when linked with google drive.
[Fixed] Rich text editor is not showing when using tab key.
[Fixed] Top menu dropdown doesn't works in iphone.
[Fixed] Notification count does not work in phone.
[Fixed] Imap ticket creation is not working for some emails.
[Fixed] Scrolling problem in project file comments.
[Fixed] Team members can't attach document with estimate request.

Version 2.3 – 30 August, 2019