Docs | RISE CRM

[Added] Left menu customization option for default app, individual users and clients
[Added] Global search from topbar (Keyboard shortcut /)
[Added] New page for task details view
[Added] Task update options in the task details modal
[Added] Option to add sub tasks from task details view
[Added] Option to add task dependency from task detail view
[Added] GDPR Options
[Added] New settings to create pages
[Added] Footer settings for public pages
[Added] New access permission for clients to access files which are added in clients files tab
[Added] A link to view the invoice and estimate pdf preview
[Added] Option to add client contacts in projects and assign tasks to the client contacts
[Added] New client setting to give project edit permission
[Added] New settings to enable invoice payment without client login
[Added] A widget to show the count of draft invoices
[Added] A widget to show the total amount of draft mode invoices
[Added] Shortcut key for different quick add modals
[Added] Protection against CSRF. We recommend to enable it. Please follow instructions here: http://rise.fairsketch.com/documentation/#csrf_protection
[Added] Better password encryption. We recommend to update your password.
[Added] Option to create new client or add ticket to exiting client when any ticket created by unknown client
[Added] Module setting to enable/disable Gantt
[Added] Monthly timesheet statistics chart
[Added] New widget for pending leave approval
[Added] New settings to enable/disable the theme color changer and set default theme color
[Added] Option to attache extra files when sending invoices
[Added] User wise pre-made signature for tickets
[Added] Project wise filter in income vs expenses report
[Added] Sortable estimate items
[Added] Settings to auto close inactive tickets after x days
[Added] All client contacts list view
[Added] Timesheet settings to allow or not multiple timers at a time
[Added] Group by option in the Gantt view by projects
[Added] Estimate footer settings
[Added] Task points range settings up to 20
[Added] New client settings to disable client invitation
[Added] Option to resend the client password from admin panel
[Added] Show year in milestones list
[Added] Config to enable/disable the plus sign in columns for small window
[Added] Settings to define which fields will be visible in public estimate request form
[Added] New imap setting to create tickets only by registered emails
[Added] Add TDS option in invoices
[Added] RTL theme setting
[Added] A new theme color schema
[Added] Project title variable in invoice send email subject
[Added] Permission to edit custom field of client by client
[Added] Text alignment option in rich text editor
[Added] Project members in the task reminder notify to option
[Updated] Task deadline should not be after project deadline
[Updated] Some design and usability options updated
[Updated] Categorized the email templates setting menu
[Updated] When editing invoice item, retrieve the item details from item table
[Fixed] Got error in client's dashboard settings page when there are no clients added
[Fixed] Project note marked as public then it shows on all projects
[Fixed] Timesheets date sorting isn't working
[Fixed] Can't reset any custom field value
[Fixed] Estimate total is missing in pdf when using tax
[Fixed] Excel file doesn't export the total of all pages, only export the first page
[Fixed] Invoice and notification is not working for some server.
[Fixed] Ticket last activity column shows same time for all tickets
[Fixed] Can't change the email of lead contact
[Fixed] In the send invoice template, the due date format is not following according to date format setting

Version 2.4 – 18 February, 2020