Docs | RISE CRM

[Added] File manager module
[Added] File folders in the client details page and client portal
[Added] Customizable client permissions for different contacts
[Added] Non-primary contact’s default permission settings
[Added] Primary contact can update the permissions of the non-primary contacts
[Added] Different kinds of invoice number format
[Added] Option to reset the invoice number based on year
[Added] Invoice PDF background image settings
[Added] Team members import functionality
[Added] PDF download option for the contracts and proposals
[Added] New PDF friendly contract and proposal template (Template 3.6)
[Added] Audio recording functionality on all contexts
[Added] Projects import functionality
[Added] Subscriptions tab in the client details page
[Added] The expired tasks count in the tasks dashboard widget
[Added] Option to import tasks with priority
[Added] Access permission setting to hide project files and comments for team members
[Added] Person/organization select option in lead
[Added] Settings to remove fields from the lead embedded form
[Added] Client contacts import functionality
[Added] Subscription cancellation notification
[Added] Subscription cancellation notification
[Added] Estimate signing date time
[Added] Commenting functionality in proposal
[Added] Track email and preview events on proposals
[Added] Client filter in the tickets list view
[Added] Repeat type and next billing date filters in the subscription list
[Added] First billing date column in the subscriptions table
[Added] Projects widget for client portal dashboard
[Added] Option to setup recurring cycle interval. 2 months, 2 years, etc. in subscription
[Added] Show signing info on contracts and proposals both for clients and admin side
[Added] Phone number column in the clients list view
[Updated] Improved file preview modal
[Updated] Improved Gantt usability including the dependency and child tasks linkup
[Updated] .webm file format in the accepted file format
[Updated] Design issues in invoice, estimate, order, proposal and contract pdf
[Updated] Design of the lead kanban card
[Updated] App redirect should support only to the same domain
[Updated] Invoice settings page
[Fixed] Subscription invoice notification last email sent data is empty
[Fixed] Client can’t download estimates
[Fixed] Subtask filter icon is missing in the task list
[Fixed] Client notes view permission issue
[Fixed] Login disable option is missing for client contacts
[Fixed] My open tasks count widget shows wrong count
[Fixed] Comment link error
[Fixed] Don’t show inactive help categories on the details page
[Fixed] User can’t see the estimate request in client details page
[Fixed] Project progress is missing in excel export
[Fixed] Wrong column in leads proposal list view
[Fixed] Shopping cart editing is not working
[Fixed] Search box typing issue

Version 3.6 – 28 Feb, 2024