Docs | RISE CRM

[Added] PWA for mobile
[Added] Automation settings for tickets
[Added] reCaptcha v3 integration
[Added] TinyMCE text editor integration
[Added] Batch update/delete option for leads
[Added] Folders in project files section
[Added] Grid view for notes
[Added] Flexible invoice number format settings
[Added] New notifications for proposal events
[Added] New option to convert the proposal to contract
[Added] Smart filters in gantt, invoices, proposals, estimates, contracts, subscriptions, payments and orders list
[Added] Show the primary contact phone number in the leads list view
[Added] New status and label filters in the tickets list view
[Added] Dynamic class on all pages to identify the page and user for custom CSS
[Added] New reminder settings and notifications for subscriptions
[Added] Timesheet in the team member details page
[Added] Show the tickets tab in project details page for clients.
[Added] New option to create project from proposal
[Added] Option to disable pdf from proposals and contracts for clients
[Added] New option to create tasks without any related to context
[Added] New option to share events with both team members and client contacts.
[Added] New option to clone sub task as a main task or a sub task
[Updated] Design improved on all over the app for different themes
[Updated] Upgrade Codeigniter to latest v4.5.4
[Updated] Improved restrictions against XSS and SQL injection
[Updated] Updated Moment.js
[Updated] Support web-hook for stripe payment responses
[Updated] Show all projects in the projects list by default
[Fixed] Some team member can see the client info but can’t see the contact details
[Fixed] Task reminder email shows duplicate tasks
[Fixed] Can’t create multiple folders on client detail page
[Fixed] Some list view print shows wrong summation
[Fixed] Session data removing issue in cron job
[Fixed] Excel export issue in tasks and other pages
[Fixed] Subscriptions invoice email notification not being logged
[Fixed] Problem in order notification
[Fixed] Folder creation date time issue

Version 3.7 – 31 August, 2024