Docs | RISE CRM

[Added] Plugin support for RISE.
[Added] Implement proposals module.
[Added] Add clients overview page.
[Added] Option to copy the task comments link.
[Added] Option to pin/unpin important task comments.
[Added] Time type custom field.
[Added] Option to filter by select type custom fields.
[Added] Estimate comments option and settings to enable/disable the comments.
[Added] RTL option in user preference.
[Added] Option to add notes inside tickets.
[Added] Categories for files.
[Added] Option to share announcements with different customer groups.
[Added] Option for clients to assign tasks to others.
[Added] Expenses summary.
[Added] Add batch edit option for tickets.
[Added] Show the company email address in invoice, estimate and proposal.
[Added] Option to create project from orders.
[Added] New widget to see total numbers of leads.
[Added] Option to show only own estimates which are created by the user.
[Added] New permission to access Timeline.
[Added] Whatsapp in social links and remove google plus.
[Added] Settings to show tickets tab in projects if anyone enable project reference in tickets.
[Added] New permission to edit salary info for team members.
[Added] New option to select/un-select all project files at a time.
[Added] Conversion rate settings and show the reports of multi currency after conversion.
[Added] New sort field in Knowledge base/help articles.
[Added] In email template title, support necessary variables.
[Added] Custom field support for project files.
[Added] New settings page to to assign roles easily.
[Added] New notification for manual payment.
[Added] Support to use database prefix.
[Added] Checklist templates for tasks.
[Added] Option to filter clients own tasks.
[Added] New configs to fix notification error.
[Added] New email template for project completed notification.
[Added] Show left menu and login top-bar in internal pages.
[Added] Show lead created at field in the list and filter by date range.
[Added] New option in task status setting to hide the column from kanban view.
[Added] New permission to manage settings team members and roles.
[Added] Signature option on estimate acceptation.
[Added] Option add project, project members and tasks one after one.
[Added] Settings to add lead from public form.
[Added] Option to check mark tasks by clients.
[Updated] Left menu re-arranged.
[Updated] Settings menu re-arranged.
[Updated] Moved add item button after the items list for invoice, estimate and order.
[Updated] Full screen modal for the page add/edit modal.
[Updated] Timecard note is visible in the timecard list view.
[Updated] Setup built in left menu settings.
[Updated] For admin, show all projects count in dashboard.
[Updated] Don't add duplicate left menu item for parent menu.
[Updated] New option in IMAP settings.
[Updated] Show note in the timesheets list.
[Updated] Upgrade to Bootstrap v5.0.1.
[Updated] Password field should not be required in add new team member modal if email detail is not check marked.
[Updated] Separated the General settings and add Localization settings.
[Updated] Events end date is optional.
[Fixed] Decimal separator as comma error.
[Fixed] Google calendar events gets duplicated.
[Fixed] Google drive attachment in email is not working.
[Fixed] Fix error handling for CI4.
[Fixed] Broken content issue IMAP tickets.
[Fixed] Error in invoice total.
[Fixed] Sticky note save not working if anyone close browser after editing.
[Fixed] Notification issue for public estimate request.
[Fixed] Large image preview is not working in Firefox.
[Fixed] Project task finished notification not working.
[Fixed] User gets logged out on after online payment.
[Fixed] Bug in event when saving for clients.
[Fixed] Bug in left menu scrolling.
[Fixed] Bug in viewing client/lead notes.
[Fixed] Custom pages shows 404.
[Fixed] XSS security issue.
[Fixed] Client/lead option is not available for estimate cloning.
[Fixed] Tooltip on editor is not working correctly.
[Fixed] Push notifications not working in android.
[Fixed] Footer in dark mode shows white.

Version 2.8 – 05 August, 2021