Docs | RISE CRM

[Added] E-Invoice functionality. For more details, please check the doc here.
[Added] E-Invoice settings and XML templates.
[Added] E-Invoice sending and download options on the invoice details page.
[Added] Statement report on the client details page.
[Added] Client Wallet functionality to accept advance payments from clients.
[Added] Client Wallet as a payment method in the payment methods settings.
[Added] Option to add payments to the Client Wallet from the client details page.
[Added] More permission settings to access invoices.
[Added] Custom field variables in proposals and contracts editor.
[Added] Permission settings to hide users from the team member dropdowns.
[Added] Bulk edit option in the clients list.
[Added] Labels for Help and Knowledge Base articles.
[Added] Banner image and clickable link support for article categories.
[Added] More navigation links to access the Help and Knowledge Base articles easily.
[Added] Option to display related articles filtered by article labels.
[Added] Readable URLs for Knowledge Base articles.
[Added] PUBLIC_PAY_INVOICE_URL variable support for subscription related invoice emails
[Added] Bulk delete option in the tasks list.
[Added] Invoice due amount in the invoice payment dropdown.
[Added] Default widgets shown by default in client portal default dashboard settings editing.
[Added] Redirect to the order processing page directly after signup from the store page.
[Added] Custom field support in the lead collection form.
[Added] Support for .webp image files in rich text editor.
[Added] Setting to enable the option to change invoice numbers.
[Added] Setting to show all invoice-related reports based on bill date or due date.
[Added] Lead creation date and time in the list view, with sorting based on date-time.
[Added] Functionality to enable Content Security Policy (CSP).
[Added] Functionality to enable Cross-Origin Resource Sharing (CORS) on lead form (ajax).
[Added] Invoice overview widget on the client details page with show/hide functionality.
[Added] Added pdf friendly proposal template 3.9.
[Updated] Redesigned the client details page.
[Updated] Upgraded CodeIgniter to v4.6.0.
[Updated] Added new option on the Stripe payment method to enable/disable iDEAL payment.
[Updated] Redesigned the invoice details page.
[Updated] Redesigned the proposal details page.
[Updated] Custom fields are now copied when creating recurring tasks.
[Updated] Improved XSS filters.
[Updated] Users with invoice management permission can now edit client currency.
[Fixed] Task notification issue.
[Fixed] Task permission issue.
[Fixed] Task list page breaking when many custom fields are present.
[Fixed] Broken ticket view issue.
[Fixed] Client contact permission issue during import.
[Fixed] Client search issue by phone number.
[Fixed] Label editing bug.
[Fixed] Outlook IMAP deprecation error.
[Fixed] Estimate request permission issue.
[Fixed] Client email update bug.
[Fixed] Global search box hiding issue in Firefox.
[Fixed] Clients dropdown issue in the expense edit modal.
[Fixed] Public estimate request bug.
[Fixed] Ticket datatable error after ticket creation by non-admin users.
[Fixed] PDF rendering issues.
[Fixed] Missing client name in client-related tasks in the Kanban view.
[Fixed] Timezone issue in the Gantt chart.
[Fixed] Google Drive files being uploaded to the root instead of the app folder.

Version 3.9 – 06 May, 2025