Docs | RISE CRM

[Added] Subscriptions module
[Added] Leads overview widget
[Added] My tasks overview widget
[Added] Option to merge 2 tickets into one
[Added] Show tasks count and percentage in milestone
[Added] Option to add 2nd reminder for invoice due date and overdue
[Added] New email templates for different types of task notifications
[Added] New permission to see notes in client portal
[Added] GST Number in client profile and show on estimate and invoice
[Added] Option to delete the ticket comments
[Added] New email template for announcement notification
[Added] Option to increase the kanban board size
[Added] Download button for the note files
[Added] Some new options in project cloning
[Added] Show completed sub tasks count on main task on the kanban view
[Added] Show parent task title on sub tasks on the kanban view.
[Added] Role permission for client feedback
[Added] Estimate reference in the invoice
[Added] Option to show next and previous files in project files.
[Added] Use main recipient's language to send invoice
[Added] New template for invoice, estimate, order etc.
[Added] Logo for companies to use in invoice, estimate, order etc in Settings>Sales & Prospects>Company
[Updated] Remove logo upload option in invoice, estimate, order settings
[Updated] Update Codeigniter to latest v4.3.2
[Updated] Don't show project dropdown in expense modal of project details page
[Updated] In add payment modal, show the remaining balance in the amount field
[Updated] Improve UX of checklist in task details modal
[Updated] Don't show inactive members in the event share with dropdown
[Updated] Improve responsive design for mobile devices
[Updated] Add more information on the All timesheets widget
[Updated] Include the notes and hours in the timesheet export
[Updated] User should not be able to open timer on same task while the timer is running
[Updated] Integrate single Google API for Calendar and let other users to use that
[Updated] Make the lead contact email as optional
[Updated] Show the team members overview widget for allowed members
[Updated] Update imap libraries
[Updated] Reflect the client access permission settings in add/edit project modal client dropdown list
[Updated] Update settings for Microsoft IMAP, SMTP
[Updated] Implement REST API for Paypal (Need to re-setup the PayPal payment method settings)
[Fixed] Missing variables in the email templates
[Fixed] Wrong payment calculation
[Fixed] Non-admin user can't access proposal templates even after permission
[Fixed] Ticket sorting is not working
[Fixed] Invoice item sorting is not working
[Fixed] Don't show the client dropdown for the internal project cloning
[Fixed] Some issues in RTL template
[Fixed] Bug in client task update
[Fixed] Non-project member user got project notification
[Fixed] Last seen Team Members and last seen Customers widget
[Fixed] Reminder icon is missing in mobile view
[Fixed] Bug in public estimates
[Fixed] Bug in invoice payment confirmation template
[Fixed] Bug in checklist count.
[Fixed] After adding a payment on invoices list, it's removing the monthly filter
[Fixed] Error in proposal invoice conversion

Version 3.4 – 25 March, 2023